RD Station + AppDirect Integration

Integrate AppDirect to RD Station in one click, or tell Integrately AI how you want each lead handled. Capture new leads, trigger conversion events in RD Station, update your CRM, and sync customer data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • AppDirect
    subscription is created in AppDirect Instant
  • AppDirect
    Lead is Updated in AppDirect Instant
  • AppDirect
    Lead is Deleted in AppDirect Instant
  • AppDirect
    Lead is Created in AppDirect Instant
  • AppDirect
    Invoice is Updated in AppDirect Instant
  • AppDirect
    Invoice is Deleted in AppDirect Instant
  • AppDirect
    Invoice is Created in AppDirect Instant
  • AppDirect
    Company is Updated in AppDirect Instant
  • AppDirect
    Company is Deleted in AppDirect Instant
  • AppDirect
    Company is Created in AppDirect Instant
  • AppDirect
    subscription is updated in AppDirect Instant
  • AppDirect
    subscription is deleted in AppDirect Instant
  • AppDirect
    quote is created in AppDirect Instant
  • AppDirect
    membership is updated in AppDirect Instant
  • AppDirect
    membership is deleted in AppDirect Instant
  • AppDirect
    membership is created in AppDirect Instant
  • AppDirect
    Proposal status is changed in AppDirect Instant
  • AppDirect
    Proposal is approved in AppDirect Instant
  • AppDirect
    Proposal is sent in AppDirect Instant
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station

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Ready Workflows Ready Workflows for AppDirect + RD Station Integration

Capture leads, trigger conversion events, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
AppDirect + RD Station Integration

Create RD Station conversion event for new AppDirect contact

If you're using AppDirect to manage your sales leads, it's important to also use RD Station to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in AppDirect, a corresponding conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different task in mind? Describe it

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Connect more apps to your AppDirect + RD Station flow

Send lead conversions to your CRM, notify your team on messaging apps, and sync details across financial records. Pick a combination and activate it in one click.

RD Station
AppDirect
+
SalesforceSalesforce (4)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
A
S
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Add every new AppDirect lead to Salesforce, and trigger a conversion event in RD Station
New AppDirect leads appear in Salesforce instantly while RD Station records the conversion, eliminating manual data entry.
A
S
R
When an AppDirect company is updated, update the Salesforce account and log a deal in RD Station
Keep Salesforce accounts aligned with AppDirect company updates while keeping marketing data accurate in RD Station.
A
S
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When an AppDirect proposal is approved, update Salesforce and trigger an RD Station conversion
Approved proposals in AppDirect trigger immediate pipeline updates in Salesforce and RD Station.
A
S
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When an AppDirect subscription is created, add a Salesforce contact and trigger an RD Station conversion
New subscriptions in AppDirect immediately establish active contacts in Salesforce and record marketing conversions in RD Station.

Supported triggers and actions for RD Station and AppDirect

Mix and match to build the exact automation you need

RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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AppDirect
AppDirect Triggers & Actions
Instant
subscription is created in AppDirect
Triggers when a new subscription is created
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Instant
Lead is Updated in AppDirect
Triggers when a lead is updated
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Instant
Lead is Deleted in AppDirect
Triggers when a lead is deleted
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Instant
Lead is Created in AppDirect
Triggers when a new lead is created
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Instant
Invoice is Updated in AppDirect
Triggers when an invoice is updated
Try it →
Instant
Invoice is Deleted in AppDirect
Triggers when an invoice is deleted
Try it →
Instant
Invoice is Created in AppDirect
Triggers when a new invoice is created
Try it →
Instant
Company is Updated in AppDirect
Triggers when a company is updated
Try it →
Instant
Company is Deleted in AppDirect
Triggers when a company is deleted
Try it →
Instant
Company is Created in AppDirect
Triggers when a new company is created
Try it →
Instant
subscription is updated in AppDirect
Triggers when a subscription is updated
Try it →
Instant
subscription is deleted in AppDirect
Triggers when a subscription is deleted
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Instant
quote is created in AppDirect
Triggers when a new quote is created
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Instant
membership is updated in AppDirect
Triggers when a membership is updated
Try it →
Instant
membership is deleted in AppDirect
Triggers when a membership is deleted
Try it →
Instant
membership is created in AppDirect
Triggers when a new membership is created
Try it →
Instant
Proposal status is changed in AppDirect
Triggers when a proposal status is changed in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Status Changed', 4) Enter your webhook URL, 5) Save the w
Try it →
Instant
Proposal is approved in AppDirect
Triggers when a proposal is approved in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Approved', 4) Enter your webhook URL, 5) Save the webhook confi
Try it →
Instant
Proposal is sent in AppDirect
Triggers when a proposal is sent in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Sent', 4) Enter your webhook URL, 5) Save the webhook configuration
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No action is available

What can you automate with AppDirect + RD Station?

Streamline your subscription commerce and digital marketing workflows with these popular automation use cases.

What you can automate?
Sync AppDirect leads to RD Station conversions
Trigger conversion events in RD Station the moment a new lead is created in AppDirect. Keep your marketing attribution accurate without manual exporting.
📋
Capture every submitted subscription detail
Map all available lead and company fields from AppDirect into RD Station instead of basic contact info. Your marketing platform receives complete data for targeted follow-ups.
🔔
Alert your team instantly on signups
Notify your sales or support team the moment subscription updates or proposal approvals occur in AppDirect. Ensure rapid response times across departments.
🔀
Route leads based on submitted criteria
Handle high-value proposals differently from standard signups by triggering specific deal stages in RD Station depending on subscription tier values.
🔄
Keep marketing records updated as data changes
Automatically update deal stages in RD Station whenever subscription details or company records change in AppDirect. Eliminate stale customer records.
🧩
Prevent duplicate records across systems
Search for existing contacts before creating new records during lead creation events in AppDirect. Maintain a clean database in RD Station.
💳
Manage billing and subscription lifecycle events
Trigger deal updates and conversion logs when invoices are created or subscriptions are cancelled in AppDirect. Keep financial and marketing data aligned.
🌐
Extend your workflow to external apps
Push automated AppDirect and RD Station data further by connecting Google Sheets, Slack, or CRM tools for comprehensive cross-platform reporting.
And much more...

Who is AppDirect + RD Station integration for?

B2B commerce teams and digital marketers handling subscriptions and lead campaigns can eliminate manual data entry and streamline customer acquisition with this integration.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Customer success managers
Customer success managers
Finance managers
Finance managers
📈
Performance marketers
You're running marketing campaigns across multiple subscription funnels but your conversion reports only update when someone manually exports leads, so the campaign metrics you're optimising against are always a few hours behind — with this integration, every new lead triggers an event instantly and your marketing data stays current.
💼
Sales representatives
You need to follow up with incoming leads immediately, but you find out about new platform signups long after prospects submit their details — this integration means every new lead lands in your CRM and notifies your team the moment it occurs.
🤝
Account managers
You answer to stakeholders who want to see updated subscription metrics and deal progress, but compiling reports manually leaves gaps in your client updates — connecting these apps means every company update and invoice syncs automatically to give you complete visibility.
Operations leads
The volume of subscription updates and invoice records is too high for anyone to keep up with by hand, leading to constant data discrepancies between your commerce platform and marketing stack — this integration means every record syncs instantly without manual intervention.
🎯
Customer success managers
You own onboarding and depend on sales and commerce teams to hand over new subscription details before you can reach out — automating both apps means new subscriptions create active records and notify your support channels instantly.
📊
Finance managers
You need a reliable history of invoices and subscription renewals, but you keep finding missing entries when matching commerce data with your marketing tools — automating both apps means every transaction and billing event is logged accurately.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate RD Station + AppDirect

Build and manage your RD Station + AppDirect automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect RD Station + AppDirect with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect AppDirect to RD Station?
Frequently Asked Questions
You can connect AppDirect to RD Station instantly using 1-click automations on Integrately or ask Integrately AI to build the integration. It links AppDirect, RD Station, and 1,500+ other apps with 24/5 live chat support.
Can I automatically trigger conversion events in RD Station when a new lead is created in AppDirect?
Frequently Asked Questions
Can I connect AppDirect, RD Station, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for AppDirect and RD Station?
Frequently Asked Questions
How are lead updates handled between AppDirect and RD Station?
Frequently Asked Questions
Can I track proposal approvals from AppDirect in RD Station?
Frequently Asked Questions
Do I need coding skills to automate AppDirect and RD Station?
Frequently Asked Questions
Is the AppDirect and RD Station integration free?
Frequently Asked Questions
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You Can Also Connect AppDirect or RD Station With 1500+ Other Apps

AppDirect
Popular AppDirect Integrations
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RD Station
Popular RD Station Integrations
Sync RD Station with email marketing, lead capture, and analytics platforms to scale your digital marketing campaigns.