RD Station and Agile CRM Integration

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Unify lead data between RD Station and Agile CRM for streamlined marketing. Latenode’s visual editor simplifies building custom workflows, while affordable execution-based pricing allows scaling without cost concerns.

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RD Station

Agile CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Agile CRM

Create a New Scenario to Connect RD Station and Agile CRM

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Agile CRM will be your first step. To do this, click "Choose an app," find RD Station or Agile CRM, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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RD Station

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Sign In

Run node once

Add the Agile CRM Node

Next, click the plus (+) icon on the RD Station node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.

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RD Station

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Agile CRM

Authenticate Agile CRM

Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.

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RD Station

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Agile CRM

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Connect Agile CRM

Sign In

Run node once

Configure the RD Station and Agile CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Agile CRM Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the RD Station and Agile CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring RD Station, Agile CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the RD Station and Agile CRM integration works as expected. Depending on your setup, data should flow between RD Station and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect RD Station and Agile CRM

RD Station + Agile CRM + Slack: When a lead conversion occurs in RD Station and a new deal is created in Agile CRM, a notification is sent to a designated Slack channel to alert the team of the lead's progress.

Agile CRM + RD Station + Google Sheets: When a new contact is created in Agile CRM or a new lead conversion happens in RD Station, the contact information is added as a new row in a Google Sheet for unified reporting.

RD Station and Agile CRM integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

About Agile CRM

Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

See how Latenode works

FAQ RD Station and Agile CRM

How can I connect my RD Station account to Agile CRM using Latenode?

To connect your RD Station account to Agile CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and Agile CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new RD Station leads to Agile CRM automatically?

Yes, Latenode enables automatic syncing. When a new lead is created in RD Station, it's instantly added to Agile CRM, saving time and ensuring up-to-date contact info.

What types of tasks can I perform by integrating RD Station with Agile CRM?

Integrating RD Station with Agile CRM allows you to perform various tasks, including:

  • Add new RD Station leads as contacts in Agile CRM.
  • Update Agile CRM contacts with RD Station lead data.
  • Trigger RD Station marketing automation from Agile CRM events.
  • Create RD Station opportunities from Agile CRM deals.
  • Sync contact activity between both platforms for a unified view.

How does Latenode handle RD Station API rate limits?

Latenode intelligently manages API calls, implementing queues and retries to prevent rate limit errors, ensuring reliable automation at scale.

Are there any limitations to the RD Station and Agile CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript code blocks.
  • Real-time data synchronization depends on the APIs of both services.
  • Custom field mappings require careful configuration for accurate data transfer.

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