RD Station + Sertifier Integration

Integrate RD Station to Sertifier in one click, or tell Integrately AI how you want each lead handled. Trigger certificate deliveries, add recipients, update marketing records, and notify 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
  • Sertifier
    Email template is created in Sertifier
  • Sertifier
    Detail is created in Sertifier
  • Sertifier
    Certificate design is created in Sertifier
  • Sertifier
    Delivery is created in Sertifier
  • Sertifier
    Custom attributes is created in Sertifier
  • Sertifier
    Badge design is created in Sertifier
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Sertifier
    Add recipient to a Delivery in Sertifier
  • Sertifier
    Create detail & delivery dynamically in Sertifier
  • Sertifier
    Create detail in Sertifier
  • Sertifier
    Create delivery in Sertifier

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Ready WorkflowsReady Workflows   for RD Station + Sertifier Integration

Capture new leads, trigger certificate deliveries, add recipients, and track status updates, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your RD Station + Sertifier flow

Push lead data to CRMs, collect responses via forms, and keep your communication channels updated. Pick a combination and activate it in one click.

RD Station
Sertifier
+
HubspotHubspot (3)
+
TypeformTypeform (2)
+
MailchimpMailchimp (2)
+
SlackSlack (2)
+
Google SheetsGoogle Sheets (2)
+
ZoomZoom (2)
R
S
H
When a lead is converted in RD Station, create a delivery in Sertifier and create a contact in HubSpot.
New RD Station leads trigger a certificate delivery in Sertifier while instantly creating a contact in HubSpot.
R
S
H
When a lead is marked as opportunity in RD Station, update the contact in HubSpot and create a delivery in Sertifier.
Progress leads to opportunities in RD Station while updating HubSpot records and triggering Sertifier deliveries.
R
S
H
When a conversion event occurs in RD Station, create a deal in HubSpot and add a recipient in Sertifier.
Track conversion events from RD Station by creating deals in HubSpot and setting up Sertifier deliveries.

Supported triggers and actions for RD Station and Sertifier

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
Try it →
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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Sertifier
Sertifier Triggers & Actions
Email template is created in Sertifier
Triggers the automation when an engagement action is created or modified
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Detail is created in Sertifier
Triggers the automation when a new detail is created
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Certificate design is created in Sertifier
Triggers the automation when a new certificate design is created
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Delivery is created in Sertifier
Triggers the automation when a package or item is delivered
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Custom attributes is created in Sertifier
Triggers the automation when a new custom attribute is created
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Badge design is created in Sertifier
Triggers the automation when a new badge design is added
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Add recipient to a Delivery in Sertifier
Adds a recipient to a delivery list
Try it →
Create detail & delivery dynamically in Sertifier
Generates customized details and deliver them dynamically based on user preferences
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Create detail in Sertifier
Creates a new detail entry
Try it →
Create delivery in Sertifier
Creates a new delivery entry
Try it →

What can you automate with RD Station + Sertifier?

Streamline your entire certificate issuance workflow from the moment a marketing lead converts.

What you can automate?
🚀
Trigger certificate deliveries on lead conversion
Automatically create a certificate delivery in Sertifier the moment a lead is converted in RD Station. Eliminate manual data entry and ensure prompt credential delivery.
📋
Capture every submitted lead detail
Map all available contact attributes and custom fields from RD Station into your Sertifier delivery records. Ensure complete recipient profiles are created.
🔔
Notify your team instantly on messaging channels
Send instant notifications to your sales or operations channel in Slack whenever an RD Station conversion triggers a new Sertifier delivery.
🔀
Route deliveries based on submitted lead data
Apply conditional rules so specific lead tiers in RD Station trigger tailored certificate templates and custom delivery attributes in Sertifier.
🔄
Keep recipient status updated across platforms
Automatically update delivery recipient details in Sertifier whenever a lead is updated or marked as an opportunity in RD Station.
🔍
Prevent duplicate records during syncs
Search existing delivery records before creating new ones in Sertifier, ensuring clean recipient lists without duplicate entries.
🏷️
Handle deal won and lost status changes
Trigger automated follow-ups or additional recipient additions in Sertifier when deals are marked won or lost in RD Station.
📈
Extend workflows to external marketing tools
Connect your RD Station and Sertifier core flow with Mailchimp to synchronize subscriber lists and keep marketing campaigns aligned.
And much more...

Who is RD Station + Sertifier integration for?

Marketing teams and educational coordinators looking to eliminate manual certificate distribution and maintain synced prospect records.

Performance Marketers
Performance Marketers
Sales Development Representatives
Sales Development Representatives
Client Success Managers
Client Success Managers
Operations Teams
Operations Teams
Course Coordinators
Course Coordinators
Compliance Officers
Compliance Officers
📈
Performance Marketers
You're running multi-channel campaigns in RD Station but certificate records in Sertifier only update when someone exports leads by hand, so your conversion metrics are always hours behind — automating both apps means every converted lead triggers a certificate delivery instantly and your pipeline data stays current.
Sales Development Representatives
You need to act fast when leads convert in RD Station, but discovering certificate issuance delays too late frustrates prospects — connecting these apps means certificate deliveries are triggered the moment a conversion event occurs so your follow-up is always timely.
🤝
Client Success Managers
You answer to stakeholders who want immediate proof of client onboarding and credential delivery, but manual tracking leaves gaps in your progress reports — this integration means every certificate delivery is logged automatically and stakeholder reviews show real-time progress.
📊
Operations Teams
The volume of inbound leads in RD Station is too high for anyone to manually issue smart certificates in Sertifier without making errors — with this integration, every conversion event automatically triggers accurate deliveries without manual intervention.
🎓
Course Coordinators
You own the certificate issuance step and depend on marketing lead handoffs from RD Station to trigger Sertifier deliveries — automating both apps means qualified student leads flow directly into Sertifier without waiting for manual data entry.
🛡️
Compliance Officers
You need a reliable audit history of every credential issued, but manual record-keeping keeps missing converted leads from RD Station — this integration means every delivery and lead conversion is logged accurately with zero gaps.
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 + Sertifier

Build and manage your RD Station + Sertifier 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 + Sertifier 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 Sertifier?
Frequently Asked Questions
You can connect RD Station to Sertifier in 1-click using ready templates on Integrately or by using Integrately AI. Simply select your trigger event, authorize your accounts, and let automated syncs handle the rest alongside popular apps like Hubspot, Slack, and Google Sheets.
Can I automatically create certificate deliveries in Sertifier when leads convert in RD Station?
Frequently Asked Questions
Can I connect RD Station, Sertifier, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Sertifier?
Frequently Asked Questions
How does RD Station handle lead data during Sertifier certificate creation?
Frequently Asked Questions
Can Sertifier custom attributes be updated from RD Station triggers?
Frequently Asked Questions
Do I need coding skills to automate RD Station and Sertifier?
Frequently Asked Questions
Is the RD Station and Sertifier 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 Sertifier With 1500+ Other Apps

RD Station
Popular RD Station Integrations
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Sertifier
Popular Sertifier Integrations
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