RD Station + Salesmate Integration

Integrate RD Station to Salesmate in one click, or tell Integrately AI how you want each lead handled. Capture leads, create contacts, update deals, 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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for RD Station + Salesmate Integration

Capture leads, create contacts, update deal stages, alert your team, and send follow-ups, all in just one click.

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

Create Salesmate 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 Salesmate 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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RD Station + Salesmate Integration

Create Salesmate deal for new RD Station conversion event

This automation makes it easy to create new deals in Salesmate when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, a new deal will automatically be created in Salesmate.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Salesmate + RD Station Integration

Create RD Station conversion event for new Salesmate contact

If you're using Salesmate 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 Salesmate, 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

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

Connect more apps to your RD Station + Salesmate flow

Send converted marketing leads straight to spreadsheets, notify your sales team on messaging apps, or trigger client onboarding steps instantly. Pick a combination and activate it in one click.

RD Station
Salesmate
+
Google SheetsGoogle Sheets (3)
+
MetaMeta (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
R
G
S
Add every converted RD Station lead to Google Sheets, and create a contact in Salesmate
Converted RD Station leads land in Google Sheets as new rows and generate a new contact in Salesmate instantly.
S
G
R
Log every Salesmate contact update in Google Sheets, and record a conversion event in RD Station
Salesmate contact updates automatically add spreadsheet rows and log conversion events in RD Station.
R
G
S
When a deal is won in RD Station, update the Google Sheets row and update the deal in Salesmate
Won deals in RD Station update your tracking spreadsheet and Salesmate deal records automatically.

Supported triggers and actions for RD Station and Salesmate

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
Try it β†’
Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
Try it β†’
Conversion Event in RD Station
Creates a conversion event
Try it β†’
Deal won in RD Station
Marks the deal as won
Try it β†’
Deal lost in RD Station
Marks the deal as lost
Try it β†’
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it β†’
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
Try it β†’
Deal is created in Salesmate
Triggers the automation when a deal is created
Try it β†’
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it β†’
Company is created in Salesmate
Triggers the automation when a new company is created
Try it β†’
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
Try it β†’
Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
Try it β†’
Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it β†’
Create contact in Salesmate
Adds a new contact to the database
Try it β†’
Search contact in Salesmate
Finds and retrieves contact information
Try it β†’
Update contact in Salesmate
Updates contact information with new details
Try it β†’
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it β†’
Create deal in Salesmate
Generates a new deal with
Try it β†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it β†’
Search deal in Salesmate
Retrieves and find a deal
Try it β†’
Create activity in Salesmate
Generates a new activity or task
Try it β†’
Update activity in Salesmate
Updates the activity with the latest information
Try it β†’
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it β†’
Create company in Salesmate
Generates a new company profile with given details
Try it β†’
Update company in Salesmate
Updates company information
Try it β†’
Search company in Salesmate
Finds information about a company
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with RD Station + Salesmate?

Connect your marketing platform and CRM to eliminate manual data entry and synchronize your pipeline.

What you can automate?
πŸ”„
Sync RD Station lead conversions into Salesmate contacts
Turn every converted RD Station lead into a brand new contact in Salesmate automatically. Your sales reps get immediate visibility into incoming prospects without lifting a finger.
πŸ“‹
Capture every submitted marketing lead detail
Map available RD Station lead data directly into Salesmate fields instead of just basic names and emails. Your CRM records become a comprehensive resource for sales outreach.
πŸ””
Notify your team the moment a lead converts
Alert your sales channel in Slack or via email as soon as a lead is converted in RD Station. Ensure your team acts on hot prospects immediately.
πŸ”€
Route leads based on submitted form criteria
Send enterprise leads to senior account managers in Salesmate while standard inquiries go to general queues. Tailor your sales routing automatically based on form answers.
πŸ”„
Keep CRM contact records up to date
Automatically update existing Salesmate contacts whenever their details change in RD Station. Keep your pipeline data accurate and consistent across platforms.
πŸ›‘οΈ
Prevent duplicate records during lead creation
Search existing Salesmate records before creating new contacts from RD Station conversions. Maintain a clean CRM database without manual deduplication work.
πŸ’°
Update deal stages when revenue events occur
Move Salesmate deals forward automatically when a deal is won or lost in RD Station. Keep your pipeline forecasting aligned with closed revenue.
πŸ“Š
Extend your workflow to team spreadsheets
Log every RD Station conversion and Salesmate contact update directly into Google Sheets for review. Keep cross-departmental reporting updated effortlessly.
And much more...

Who is RD Station + Salesmate integration for?

Marketing and sales teams eliminate manual data transfers between RD Station and Salesmate to keep pipelines accurate and follow-ups fast.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Growth leads
Growth leads
RevOps specialists
RevOps specialists
Data analysts
Data analysts
πŸ“ˆ
Performance marketers
You're running ad campaigns and generating leads in RD Station, but your CRM pipeline only updates when someone manually exports records, so the conversion counts you're optimising against are always a few hours behind β€” with this integration, every converted lead lands in Salesmate instantly and your reporting stays current.
⚑
Sales managers
You need your team to jump on hot prospects the moment they convert in RD Station, but delays in manual CRM entry mean reps find out about inquiries too late β€” this integration means every new lead creates a Salesmate contact immediately so follow-ups happen while interest is highest.
🀝
Account executives
You rely on marketing data to understand prospect background before discovery calls, but critical lead details stay trapped in RD Station without manual copying β€” automating both apps means complete contact histories appear in Salesmate before every scheduled meeting.
πŸ“Š
Growth leads
Your lead volume is too high for anyone to keep up by hand, and manual data entry causes missed records between your marketing platform and CRM β€” with this integration, every lead conversion flows directly into Salesmate without manual intervention or data gaps.
πŸ”„
RevOps specialists
You own the handoff between marketing generation and sales closing, but mismatched records between RD Station and Salesmate break your tracking β€” automating both apps means contact updates and deal stages sync reliably across your entire tech stack.
πŸ“‹
Data analysts
You need a reliable history of lead conversions and deal outcomes, but manual data transfers keep leaving gaps in your CRM logs β€” this integration means every RD Station event updates Salesmate accurately so your pipeline history is always complete.
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 + Salesmate

Build and manage your RD Station + Salesmate 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 + Salesmate 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 β€” 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect RD Station to Salesmate?
Frequently Asked Questions
You can connect RD Station to Salesmate in one click using pre-built workflows on Integrately. Choose a ready template, link your accounts, and start syncing data instantly with 1,500+ integrations.
Can I automatically create Salesmate contacts from RD Station lead conversions?
Frequently Asked Questions
Can I connect RD Station, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Salesmate?
Frequently Asked Questions
How does RD Station trigger data transfers to Salesmate?
Frequently Asked Questions
How are Salesmate contacts updated when leads convert in RD Station?
Frequently Asked Questions
Do I need coding skills to automate RD Station and Salesmate?
Frequently Asked Questions
Is the RD Station and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect RD Station or Salesmate With 1500+ Other Apps

RD Station
Popular RD Station Integrations
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Salesmate
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