Integrate RD Station with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate RD Station with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from RD Station
Setup an action from Salesforce
That’s it! You just connected RD Station to Salesforce
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Frequently Asked Questions about RD Station + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RD Station and Salesforce
What data can be synchronized between RD Station and Salesforce?
You can synchronize leads, contacts, and deal information between RD Station and Salesforce. This includes actions such as creating a new lead in Salesforce whenever a lead is marked as 'qualified' in RD Station.
How does the integration handle duplicate entries?
Our integration identifies potential duplicates by comparing email addresses between platforms. If duplicates are found, it updates the existing record instead of creating a new entry.
Can I automate lead nurturing processes using the integration?
Yes, you can set triggers that send leads from RD Station to specific nurturing campaigns in Salesforce. For instance, when a lead's score reaches a certain threshold in RD Station, it can automatically be added to a targeted campaign in Salesforce.
Is there a limit to the number of records I can sync daily?
There might be API call limitations imposed by either platform. We recommend checking both RD Station's and Salesforce's API policies to understand these limits better.
Does the integration support custom fields?
Yes, our integration supports custom fields mapping between RD Station and Salesforce. You can configure which custom fields from each platform should correspond with one another during setup.
How quickly are changes synchronized between the two platforms?
The synchronization usually happens in real-time or near real-time depending on server loads and API response times. However, occasional delays may occur based on these factors.
What do I need before setting up the integration?
Ensure you have administrative access to both your RD Station and Salesforce accounts. Additionally, you'll need to generate an API key from each platform to facilitate connection setup.
Connect RD Station and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Connect RD Station and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead Conversion
Triggers when a new lead is created.
Try It - Event IdentifierRequired
- EmailRequired
- Name
- Job Title
- State
- City
- Country
- Phone
- Mobile Phone
- Twitter
- Facebook
- LinkedIn
- Website
- Company Name
- Company Address
- Company Size
- Traffic Source
- Traffic Medium
- Traffic Campaign
- Traffic Value
- EmailRequired
- Value
- New Contact
Triggers when a new Contact is created.
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