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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.
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Create a New Scenario to Connect RD Station and OpenPhone
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
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.
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.
Set Up the RD Station and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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OpenPhone
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, donβt 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 βRun onceβ 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.
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.
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.
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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.
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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:
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:
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: