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Customerly + RD Station Integration

Customerly + RD Station Integration

Connect Customerly to RD Station in 1 click

Popular Customerly + RD Station Workflows

RD Station + Customerly Integration

Create Customerly contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new {{action.Marketing}} contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Customerly + RD Station Integration

Create RD Station conversion event for new Customerly contact

If you're using Customerly 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 Customerly, 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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Customerly + RD Station Integration

You can Add Conditions / More Apps in the next steps

  • Lead is converted in RD Station
    Lead is converted in RD Station Instant
  • Lead is marked as opportunity in RD Station
    Lead is marked as opportunity in RD Station Instant
  • Lead is created in Customerly
    Lead is created in Customerly Instant
  • User is created in Customerly
    User is created in Customerly Instant
  • Lead converted to user in Customerly
    Lead converted to user in Customerly Instant
  • User is tagged in Customerly
    User is tagged in Customerly Instant
  • User is unsubscribed in Customerly
    User is unsubscribed in Customerly Instant
  • Conversion Event in RD Station
    Conversion Event in RD Station
  • Deal won in RD Station
    Deal won in RD Station
  • Deal lost in RD Station
    Deal lost in RD Station
  • Create user in Customerly
    Create user in Customerly
  • Create lead in Customerly
    Create lead in Customerly
  • Add tag to user in Customerly
    Add tag to user in Customerly

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Customerly + RD Station Integration
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