RD Station and OpenPhone Integration

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Sync RD Station leads to OpenPhone for immediate, personalized follow-up. Latenode's visual editor makes complex routing simple, while affordable execution-based pricing keeps costs low as your sales volume scales.

Swap Apps

RD Station

OpenPhone

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and OpenPhone

Create a New Scenario to Connect RD Station and OpenPhone

In the workspace, click the β€œCreate 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 OpenPhone will be your first step. To do this, click "Choose an app," find RD Station or OpenPhone, 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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#1 RD Station

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Connection *

Select

Map

Connect RD Station

Sign In
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Run node once

Add the OpenPhone Node

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

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RD Station

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OpenPhone

Authenticate OpenPhone

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

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RD Station

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OpenPhone

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#2 OpenPhone

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Connection *

Select

Map

Connect OpenPhone

Sign In
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Run node once

Configure the RD Station and OpenPhone 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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RD Station

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OpenPhone

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Map

Connect OpenPhone

OpenPhone Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the RD Station and OpenPhone 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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JavaScript

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AI Anthropic Claude 3

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OpenPhone

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Trigger on Webhook

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RD Station

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring RD Station, OpenPhone, 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 β€œRun once” and triggering an event to check if the RD Station and OpenPhone integration works as expected. Depending on your setup, data should flow between RD Station and OpenPhone (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 OpenPhone

RD Station + OpenPhone + Slack: When a new opportunity is created in RD Station, send a personalized SMS via OpenPhone to the lead and notify the sales team in Slack.

OpenPhone + RD Station + Google Sheets: Log new calls and SMS from OpenPhone to Google Sheets, and update contact activity in RD Station with a conversion event.

RD Station and OpenPhone 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 OpenPhone

Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.

See how Latenode works

FAQ RD Station and OpenPhone

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

To connect your RD Station account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically text new RD Station leads via OpenPhone?

Yes, you can! Latenode's visual editor makes this simple. Automatically send personalized texts to new leads, improving engagement and speeding up your sales cycle.

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

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

  • Send personalized SMS messages to new RD Station leads.
  • Log OpenPhone call activity as events in RD Station.
  • Update RD Station contact information based on OpenPhone interactions.
  • Create RD Station tasks when new OpenPhone voicemails are received.
  • Trigger OpenPhone calls or texts based on RD Station lead scoring.

How do I handle complex RD Station data transformations on Latenode?

Latenode allows you to use JavaScript code blocks for intricate data manipulations. This extends beyond basic field mapping, for any complex logic.

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

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

  • Bulk operations may be subject to RD Station and OpenPhone API rate limits.
  • Advanced OpenPhone features may require specific plan levels.
  • Initial setup requires appropriate RD Station and OpenPhone user permissions.

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