RD Station + Rise Integration

Integrate RD Station to Rise in one click, or tell Integrately AI how you want each lead handled. Trigger training invitations, track course completions, update your platform records, and alert your team 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
  • Rise
    Course Completed in Rise Instant
  • Rise
    Course Submitted in Rise Instant
  • Rise
    User created in Rise Instant
  • Rise
    Enrollment created in Rise 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
  • Rise
    Create invitation in Rise
  • Rise
    Search User in Rise
  • Rise
    Search Invitation in Rise

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Ready Workflows Ready Workflows for RD Station + Rise Integration

Capture leads, trigger training invitations, track course completions, update your records, and alert your team, all in just one click.

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

Create RD Station conversion event from new Rise contact

When you create a new contact in Rise, this automation will automatically create a corresponding conversion event in RD Station.

This makes it easy for you to send out automated email marketing campaigns to your new contact. It's a great way to stay in touch with your users and grow your mailing lists.
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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 RD Station + Rise flow

Teams often want to notify instructors, log training data in spreadsheets, and create follow-up tasks after a course or lead event. Pick a combination and activate it in one click.

RD Station
Rise
+
SlackSlack (4)
+
ZoomZoom (3)
+
TypeformTypeform (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
R
R
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Create a Rise invitation when a lead is converted in RD Station, and notify your team in Slack
New leads in RD Station automatically trigger a training invitation in Rise while your team gets a notification in Slack.
R
R
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Notify your training channel in Slack when a course is completed in Rise and record a conversion in RD Station
Track training milestones by sending course completion updates to Slack and logging conversion events in RD Station.
R
S
When a user is created in Rise, check RD Station and post a summary in Slack
Search for user details and notify your administrative channel in Slack whenever a new user profile is created in Rise.
R
C
R
S
Use ChatGPT to analyze new leads in RD Station, create a Rise invitation, and alert your team in Slack
Analyze lead quality using AI before automatically triggering a training invitation in Rise and notifying Slack.

Supported triggers and actions for RD Station and Rise

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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Rise
Rise Triggers & Actions
Instant
Course Completed in Rise
Triggers the automation when a course is completed
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Instant
Course Submitted in Rise
Triggers the automation when a course is successfully submitted by owner
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Instant
User created in Rise
Triggers the automation when a new user is created
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Instant
Enrollment created in Rise
Triggers the automation when a new enrollment is created
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Create invitation in Rise
Sends a new invitation
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Search User in Rise
Searches for a user
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Search Invitation in Rise
Searches for an invitation
Try it →

What can you automate with RD Station + Rise?

Streamline your marketing and training operations by connecting RD Station triggers directly to Rise actions and workflows.

What you can automate?
🚀
Trigger training invitations from lead conversions
Automatically issue a training invitation in Rise the moment a lead is converted in RD Station, eliminating manual setup delays.
📥
Capture every submitted field accurately
Map all available lead details and custom answers from RD Station into your Rise user profiles and training records.
🔔
Notify your team instantly on key events
Send immediate alerts to instructors and sales reps whenever a course is completed or a new user is created.
🔀
Route records based on submitted criteria
Execute different automation paths depending on lead categories or course completion statuses submitted across your apps.
🔄
Keep records updated across platforms
Synchronize opportunity stages in RD Station whenever course submissions or user enrollments change in Rise.
🔍
Search and update instead of creating duplicates
Check existing user profiles in Rise before creating new invitations to keep your database clean and organized.
📅
Manage later status changes seamlessly
Handle course completions, enrollments, and deal updates automatically as learner milestones occur.
🌐
Extend your workflow to external tools
Connect your core RD Station and Rise flow with Slack, Google Sheets, Asana, and other popular applications.
And much more...

Who is RD Station + Rise integration for?

Marketing and training managers relying on RD Station and Rise use this integration to automate user invitations, track course progress, and keep teams aligned without manual data entry.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Customer success managers
Customer success managers
Operations administrators
Operations administrators
Training coordinators
Training coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your conversion metrics in RD Station only update when someone manually exports learner data, so the performance counts you're optimising against are always a few hours behind — with this integration, every new conversion lands instantly and your dashboard stays current.
Sales development reps
You need to follow up with leads the moment they show intent, but training invitations in Rise sit in queues waiting for manual processing, so prospects wait too long for access — with this integration, every converted lead receives their training invitation immediately.
🤝
Customer success managers
You report on client onboarding progress, but course completion records in Rise and account stages in RD Station never match up without hours of manual cross-referencing — with this integration, every completed course updates your CRM records automatically.
⚙️
Operations administrators
The volume of new leads and user enrollments is too high for your team to keep up with by hand, leading to missed invitations and delayed onboarding loops — with this integration, high-volume data flows smoothly between your marketing platform and training portal.
🎓
Training coordinators
You own the learner onboarding process and depend on marketing teams to hand over lead lists before you can provision accounts, causing frustrating bottlenecks — with this integration, user accounts and invitations are generated the second a lead converts.
📋
Compliance officers
You need a reliable history of course completions and lead conversions for auditing purposes, but manual record-keeping keeps leaving gaps in your logs — with this integration, every event is tracked and recorded accurately across both systems.
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 + Rise

Build and manage your RD Station + Rise 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 + Rise 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 RD Station to Rise?
Frequently Asked Questions
You can connect RD Station to Rise instantly using ready-made workflows or by asking Integrately AI to set up the integration. It takes just one click to link your accounts along with apps like Slack, HubSpot, and Google Drive.
Can I automatically create training invitations in Rise when a lead converts in RD Station?
Frequently Asked Questions
Can I connect RD Station, Rise, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Rise?
Frequently Asked Questions
How are lead conversion events handled between RD Station and Rise?
Frequently Asked Questions
Can I sync course completion data from Rise back to RD Station?
Frequently Asked Questions
Do I need coding skills to automate RD Station and Rise?
Frequently Asked Questions
Is the RD Station and Rise integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect RD Station or Rise With 1500+ Other Apps

RD Station
Popular RD Station Integrations
Connect RD Station to email marketing, CRM, and analytics tools to nurture leads and track campaign performance.
Rise
Popular Rise Integrations
Sync Rise with messaging, video conferencing, and document storage tools to enhance your training delivery.
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Rise Integrations arrow right
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