RD Station + Solve CRM Integration

Integrate RD Station to Solve CRM in one click, or tell Integrately AI how you want each lead handled. Create contacts, update companies, alert your team, 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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for RD Station + Solve CRM Integration

Capture leads, create contacts, update companies, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Solve CRM Integration

Create Solve CRM 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 Solve CRM 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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Solve CRM + RD Station Integration

Create RD Station conversion event for new Solve CRM contact

If you're using Solve CRM 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 Solve CRM, 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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Connect more apps to your RD Station + Solve CRM flow

Sync campaign data, send marketing campaigns, notify teams, and log details. Pick a combination and activate it in one click.

RD Station
Solve CRM
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
F
S
R
Add every Facebook Lead Ads lead to Solve CRM as a contact, and log the conversion event in RD Station.
New Facebook Lead Ads leads instantly appear as Solve CRM contacts while logging the conversion in RD Station, eliminating manual data entry.
R
S
F
When a lead is converted in RD Station, create a company in Solve CRM and send campaign data from Facebook Lead Ads.
Converted RD Station leads create Solve CRM companies enriched with Facebook Lead Ads submission data for immediate sales outreach.
F
S
R
If a Facebook Lead Ads submission matches enterprise tier, create a company in Solve CRM and trigger a deal in RD Station.
Enterprise Facebook Lead Ads submissions automatically create Solve CRM companies and open deals in RD Station.
F
S
R
Use Claude to evaluate Facebook Lead Ads leads, create contacts in Solve CRM, and record conversion events in RD Station.
AI-evaluated Facebook Lead Ads submissions create qualified Solve CRM contacts and trigger RD Station conversion events.

Supported triggers and actions for RD Station and Solve CRM

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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Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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What can you automate with RD Station + Solve CRM?

Streamline your marketing and customer service pipelines by automatically syncing leads, contacts, deals, and company records across both platforms.

What you can automate?
🔄
Sync converted leads directly into CRM contacts
Automatically create a Solve CRM contact the exact moment a lead is converted in RD Station. Eliminate manual copy-pasting and accelerate your sales pipeline.
📋
Capture every submitted marketing field
Map all custom form fields and marketing parameters from RD Station directly into Solve CRM records. Ensure your sales team has complete context for every conversation.
🔔
Alert your team the second a lead converts
Trigger instant team notifications in Slack or email whenever an RD Station conversion occurs or a Solve CRM company is created. Never miss a critical business event.
🔀
Route records based on submitted criteria
Evaluate incoming RD Station lead data and automatically route enterprise accounts to specific Solve CRM pipelines while standard inquiries go to general support.
🔄
Keep customer records updated in real time
Automatically update Solve CRM company details and contact information whenever marketing parameters change or new conversion events fire in RD Station.
🛡️
Prevent duplicate records automatically
Search existing databases before creating new entries. Upsert Solve CRM contacts and companies safely to maintain a clean and organized customer database.
💰
Manage deal stages and status updates
Automatically log deal won or deal lost events in RD Station whenever corresponding customer service milestones or account statuses change in Solve CRM.
🔌
Extend your workflow to external apps
Connect your core RD Station and Solve CRM pipeline to additional tools like Google Sheets, Mailchimp, or Slack for comprehensive reporting and team alerts.
And much more...

Who is RD Station + Solve CRM integration for?

Marketing and customer service teams scaling their operations need automated data flow between RD Station and Solve CRM to eliminate manual entry and keep records aligned.

Marketing Analysts
Marketing Analysts
Sales Managers
Sales Managers
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Operations Specialists
Operations Specialists
CRM Administrators
CRM Administrators
📈
Marketing Analysts
You're analyzing campaign conversions in RD Station but your customer service metrics in Solve CRM only update when someone manually exports records, so the dashboard numbers you report are always outdated — with this integration, every new conversion lands in your CRM instantly and your metrics stay current.
Sales Managers
You need to assign high-intent leads the moment they convert in RD Station, but delays in creating Solve CRM contacts mean prospects wait too long for follow-up — with this integration, every converted lead creates a CRM contact immediately and your reps can engage without delay.
🤝
Account Managers
You answer to clients who want immediate proof of marketing impact and new account setup, but manual data transfer between RD Station and Solve CRM creates frustrating reporting gaps — with this integration, every new account record appears in your CRM instantly and client reviews run smoothly.
📊
Customer Support Leads
The volume of inbound leads from RD Station is too high for your team to keep up with by hand, leading to missed customer service tickets in Solve CRM — with this integration, every lead and company record is created automatically so your support queue stays manageable.
🔄
Operations Specialists
You own the handoff between marketing campaigns in RD Station and customer management in Solve CRM, but manual data entry causes frequent record mismatches — with this integration, every object transfers seamlessly and your operational workflows run without friction.
🗂️
CRM Administrators
You need a reliable customer history in Solve CRM, but manual entry from RD Station campaigns leaves dangerous gaps in your database — with this integration, every contact and company is logged accurately and your historical records remain pristine.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate RD Station + Solve CRM

Build and manage your RD Station + Solve CRM 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 + Solve CRM 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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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 Solve CRM?
Frequently Asked Questions
You can connect RD Station to Solve CRM in one click using pre-built workflows on Integrately, or use Integrately AI to configure custom data mapping.
Can I automatically create Solve CRM contacts from RD Station leads?
Frequently Asked Questions
Can I connect RD Station, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Solve CRM?
Frequently Asked Questions
How does RD Station handle lead conversion triggers?
Frequently Asked Questions
Can Solve CRM trigger updates in RD Station?
Frequently Asked Questions
Do I need coding skills to automate RD Station and Solve CRM?
Frequently Asked Questions
Is the RD Station and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect RD Station or Solve CRM With 1500+ Other Apps

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