RD Station + Deskera Integration

Integrate Deskera to RD Station in one click, or tell Integrately AI how you want each contact handled. Track conversion events, update your marketing campaigns, and trigger follow-up actions automatically.

Free foreverFree forever.
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
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera

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Ready Workflows Ready Workflows for Deskera + RD Station Integration

Capture contacts, trigger conversion events, update marketing campaigns, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Deskera Integration

Create Deskera 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 Deskera 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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Deskera + RD Station Integration

Create RD Station conversion event for new Deskera contact

If you're using Deskera 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 Deskera, 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + RD Station flow

Send notification alerts, log data in spreadsheets, and trigger customer communications after your core integration finishes. Pick a combination and activate it in one click.

RD Station
Deskera
+
GmailGmail (3)
+
Meta AdsMeta Ads (2)
+
StripeStripe (2)
+
HubSpotHubSpot (2)
+
Google SheetsGoogle Sheets (2)
+
SlackSlack (2)
D
R
G
Create an RD Station conversion event when a Deskera contact is created, and send a welcome email via Gmail
New Deskera contacts instantly trigger a conversion event in RD Station and send a welcome email via Gmail without manual exports.
R
D
G
When a lead is converted in RD Station, create a contact in Deskera, and send a notification via Gmail
RD Station converted leads automatically create a Deskera contact and notify your team via Gmail.
D
R
G
When an invoice is created in books in Deskera, log a deal won in RD Station, and send a confirmation via Gmail
Deskera invoices trigger a deal won event in RD Station and send an email confirmation via Gmail.

Supported triggers and actions for RD Station and Deskera

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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Deskera
Deskera Triggers & Actions
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
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Quotation is created in Deskera
Activates the automation when a new quotation is created
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Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
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Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
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Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
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Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
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Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
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Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it →
Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
Try it →
Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it →
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it →
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it →
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it →
Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it →
Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it →
Contact is created in Deskera
Triggers the automation when a new contact is created
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CRM Contact is created in Deskera
Try it →
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
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Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it →
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
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Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Search invoice in Deskera
Searches for an invoice
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Create payment entry in Deskera
Creates a new payment entry
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Create contact in Deskera
Adds a new contact to the database
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Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
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Search contact in Deskera
Finds and retrieves contact information
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Search CRM contact in Deskera
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Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
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Create quotation in Deskera
Generates a new quotation with predefined details
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Update contact in Deskera
Updates contact information with new details
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What can you automate with Deskera + RD Station?

Streamline your customer data flow by connecting accounting records with advanced marketing automation.

What you can automate?
🔄
Sync Deskera contacts directly to RD Station
Automatically create marketing leads in RD Station the moment a new contact is registered in Deskera. Eliminate manual data entry and keep your marketing lists up to date.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Deskera into RD Station instead of just basic names and emails. Your marketing platform receives complete customer profiles.
🔔
Alert your team instantly on new events
Trigger immediate notifications in Slack or via email whenever a Deskera invoice is created or an RD Station lead converts. Keep your entire team aligned on key business milestones.
🔀
Route records based on submitted data
Set up conditional rules to handle contacts differently depending on specific fields submitted in Deskera, such as directing enterprise clients to specialized marketing lists.
🔄
Keep customer records updated automatically
Automatically update existing contact details in RD Station whenever corresponding records or quotations are modified in Deskera. Prevent outdated customer information.
👥
Prevent duplicate records across systems
Search existing databases before creating new entries to ensure contacts and invoices are updated rather than duplicated across Deskera and RD Station.
Handle later status changes and conversions
Automatically log deal won events, conversion triggers, or payment entries when invoices and quotations change status in Deskera.
🌐
Extend your workflow with supporting apps
Connect Google Sheets, Gmail, or Slack to your Deskera and RD Station core flow to log records, send emails, or post team notifications in a single multi-step pipeline.
And much more...

Who is Deskera + RD Station integration for?

Connecting Deskera and RD Station streamlines operations for marketing teams, financial managers, and business owners managing customer growth.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations managers
Operations managers
Marketing directors
Marketing directors
Finance specialists
Finance specialists
📈
Performance marketers
You're running marketing campaigns across multiple channels but your conversion logs only update when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in RD Station instantly and your marketing data stays current.
Sales development reps
You need to reach out to new leads immediately while interest is high, but waiting for manual handoffs from accounting leaves prospects waiting for days — automating both apps means every contact created in Deskera triggers an instant notification so your team can engage prospects right away.
🤝
Account managers
You answer to clients who want immediate proof of marketing progress and billing milestones, but compiling manual reports takes hours every week — this integration means all conversion events and contact updates flow automatically into your tracking sheets without manual work.
📊
Operations managers
Your customer volume is too high for anyone to keep up with manual data entry between your accounting software and marketing platform, leading to frequent data discrepancies — connecting these apps means your contact databases remain perfectly synchronized at all times.
🎯
Marketing directors
You depend on accurate billing and invoicing data from Deskera to calculate campaign ROI, but manual record sharing creates constant delays — automating both apps means conversion metrics and invoice records link together instantly for precise reporting.
🔍
Finance specialists
You need a reliable audit history of every customer interaction and transaction, but manual copying leaves frustrating gaps in your records — this integration means every contact, quotation, and invoice syncs cleanly to maintain an unbroken paper trail.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate RD Station + Deskera

Build and manage your RD Station + Deskera 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 + Deskera 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
Select Automation
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 Deskera to RD Station?
Frequently Asked Questions
You can connect Deskera to RD Station in just one click using ready templates on Integrately, or ask Integrately AI to build the integration and map your contact fields automatically.
Can I automatically sync Deskera contacts as RD Station leads?
Frequently Asked Questions
Can I connect Deskera, RD Station, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and RD Station?
Frequently Asked Questions
How does Deskera handle contact data sync here?
Frequently Asked Questions
Can RD Station track conversion events from my workflows?
Frequently Asked Questions
Do I need coding skills to automate Deskera and RD Station?
Frequently Asked Questions
Is the Deskera and RD Station integration free?
Frequently Asked Questions
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You Can Also Connect Deskera or RD Station With 1500+ Other Apps

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RD Station
Popular RD Station Integrations
Sync RD Station with CRM, email, and advertising platforms to enhance your digital marketing.