RD Station + DoneDone Integration

Integrate DoneDone to RD Station in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, create tasks, update your CRM and marketing lists, and trigger follow-ups 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
  • DoneDone
    Task is created in DoneDone
  • DoneDone
    Conversation is created in DoneDone
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add comment to conversation in DoneDone
  • DoneDone
    Add comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add reply to conversation in DoneDone

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Ready WorkflowsReady Workflows   for RD Station + DoneDone Integration

Create tasks from new leads, update lead statuses, log marketing conversions, notify your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your DoneDone + RD Station flow

Connect your task tracker and marketing platform with your favorite CRM, messaging, and data tools. Pick a combination and activate it in one click.

RD Station
DoneDone
+
SalesforceSalesforce (8)
+
HubSpotHubSpot (8)
+
SlackSlack (8)
+
MailchimpMailchimp (8)
+
TypeformTypeform (4)
+
Google SheetsGoogle Sheets (8)
R
D
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Create a DoneDone task when a lead is converted in RD Station, and add a contact in Salesforce.
Converted RD Station leads immediately become active tasks in DoneDone and new contacts in Salesforce without manual entry.
D
R
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When a DoneDone task is created, trigger a conversion event in RD Station and update the Salesforce record.
Task creation in DoneDone automatically logs conversion events in RD Station and updates your Salesforce records.
R
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When an RD Station deal is won, update the DoneDone task status and update the Salesforce opportunity.
Won deals in RD Station instantly update your DoneDone task status and Salesforce opportunity stage.
R
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If an RD Station lead is marked as an opportunity, create a DoneDone task and add a lead in Salesforce.
Marked opportunities in RD Station automatically generate tasks in DoneDone and new leads in Salesforce.
D
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When a DoneDone conversation is created, log the conversion in RD Station and update Salesforce.
New DoneDone conversations register conversion events in RD Station and update your Salesforce database.
R
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When an RD Station deal is lost, update the DoneDone task status and update Salesforce.
Lost deals in RD Station update task statuses in DoneDone and record the outcome in Salesforce.
R
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Use Claude to review RD Station leads, create a DoneDone task, and update Salesforce.
Claude evaluates incoming RD Station leads before creating a DoneDone task and updating Salesforce records.
R
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When a lead is converted in RD Station, create a DoneDone task, update Salesforce, and notify your team on Slack.
Converted RD Station leads create DoneDone tasks, update Salesforce records, and alert your team in Slack.

Supported triggers and actions for RD Station and DoneDone

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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DoneDone
DoneDone Triggers & Actions
Task is created in DoneDone
Triggers the automation when a new task is added
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Conversation is created in DoneDone
Triggers the automation when a new conversation is initiated
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Create task in DoneDone
Creates a new task
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Search task in DoneDone
Searches for a task
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Update task status in DoneDone
Updates the status of a task based on predefined conditions
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Get task detail by id in DoneDone
Retrieves detailed information for a task using its id
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Create project in DoneDone
Creates a new project
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Add comment to conversation in DoneDone
Adds a comment to an ongoing conversation
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Add comment to task in DoneDone
Adds a comment to a task with instructions or information
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Get conversation detail in DoneDone
Retrieves details and information from a conversation log or chat transcript
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Create Conversation in DoneDone
Start a new conversation with speicified recipients
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Search conversation in DoneDone
Searches for keywords within a conversation
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Update conversation status in DoneDone
Updates the status of a conversation based on particular criteria
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Add reply to conversation in DoneDone
Post replies to a conversation
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What can you automate with DoneDone + RD Station?

Streamline your workflow by connecting marketing conversions in RD Station directly to issue tracking and task management in DoneDone.

What you can automate?
Sync RD Station leads to DoneDone tasks automatically
Turn every lead converted in RD Station into an active task in DoneDone instantly without lifting a finger. Eliminate manual handoffs and ensure work begins the second a prospect converts.
📝
Capture every lead detail and custom field
Map all submitted lead answers and metadata from RD Station directly into your DoneDone tasks. Your team receives complete context without needing to switch between platforms.
🔔
Alert your team the moment a lead converts
Trigger instant team notifications in Slack or via email whenever a new lead converts in RD Station and generates a task. Keep stakeholders informed in real time.
🔀
Route tasks differently based on lead attributes
Send enterprise prospects to priority queues in DoneDone while standard leads follow regular workflows. Automate conditional routing based on submitted lead data.
🔄
Keep task statuses updated as deals progress
Automatically update DoneDone task statuses whenever deals move through your RD Station pipeline stages. Keep operational tracking perfectly aligned with sales progress.
🔍
Prevent duplicates with smart search and update
Search existing tasks and conversations in DoneDone before creating new records, updating existing entries when returning leads appear. Keep your workspace clean and organized.
📉
Trigger actions when deals are won or lost
Close out tasks automatically when deals are won or lost in RD Station. Keep revenue records and operational workflows synchronized without manual cleanup.
🔌
Notify your team on Slack for every conversion
Extend your DoneDone and RD Station workflow by broadcasting every new conversion straight to your team collaboration channel in Slack. Keep everyone in the loop effortlessly.
And much more...

Who is DoneDone + RD Station integration for?

Product teams, marketing managers, and support leads who need to connect campaign conversions directly to task tracking without manual data entry.

Performance marketers
Performance marketers
Sales teams
Sales teams
Account managers
Account managers
Customer support leads
Customer support leads
Project managers
Project managers
Operations managers
Operations managers
📈
Performance marketers
You're reviewing marketing campaign metrics in DoneDone but lead conversions in RD Station require manual exports to match up, so your conversion reporting is always hours behind — with this integration, every converted lead creates a task instantly and your campaign numbers stay current.
Sales teams
You're tracking customer issues in DoneDone while new sales opportunities close in RD Station, so reps find out about hot leads too late to act — automating both apps means new opportunities trigger tasks instantly so your team can follow up immediately.
📊
Account managers
You're managing client deliverables in DoneDone but tracking pipeline updates in RD Station, so client status meetings rely on outdated notes — connecting these apps means pipeline changes update tasks automatically and client reports are always accurate.
🎫
Customer support leads
You're resolving incoming support tickets in DoneDone while marketing handles lead generation in RD Station, so customer context gets lost between teams — automating both apps means customer data flows seamlessly and support agents always have complete history.
📋
Project managers
You're planning project timelines in DoneDone but waiting for manual handoffs from RD Station lead conversions, so projects stall before they start — this integration means every converted lead generates a project task immediately and work starts on time.
🗂️
Operations managers
You're auditing operational workflows across DoneDone and RD Station but find missing records between systems, so your audit trails have frustrating gaps — automating both apps means every task and conversion is logged reliably without manual intervention.
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 + DoneDone

Build and manage your RD Station + DoneDone 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 + DoneDone 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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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect DoneDone to RD Station?
Frequently Asked Questions
You can connect DoneDone to RD Station in 1 click using ready-made workflows on Integrately or by asking Integrately AI to build your exact automation.
Can I automatically create DoneDone tasks when leads convert in RD Station?
Frequently Asked Questions
Can I connect DoneDone, RD Station, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DoneDone and RD Station?
Frequently Asked Questions
How does DoneDone handle task creation data from RD Station?
Frequently Asked Questions
Can RD Station track conversions when DoneDone tasks are created?
Frequently Asked Questions
Do I need coding skills to automate DoneDone and RD Station?
Frequently Asked Questions
Is the DoneDone and RD Station integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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