

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Unify lead data by connecting RD Station and Salesforce, ensuring seamless handoff between marketing and sales. Latenode's visual editor and flexible API options plus affordable execution-based pricing make complex lead management simple and scalable.
Connect RD Station and Salesforce in minutes with Latenode.
Create RD Station to Salesforce workflow
Start for free
Automate your workflow
Swap Apps
RD Station
Salesforce
No credit card needed
Without restriction
Create a New Scenario to Connect RD Station and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find RD Station or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the RD Station node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
RD Station
β
Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the RD Station and Salesforce 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 Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Salesforce
Trigger on Webhook
β
RD Station
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring RD Station, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between RD Station and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Salesforce + Slack: When a new lead conversion occurs in RD Station, a new lead is created in Salesforce, and a notification is sent to a dedicated Slack channel.
Salesforce + RD Station + Google Sheets: When a record is updated in Salesforce, the corresponding contact is updated in RD Station, and the update is logged in a Google Sheet.
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.
Related categories
About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
Similar apps
Related categories
How can I connect my RD Station account to Salesforce using Latenode?
To connect your RD Station account to Salesforce on Latenode, follow these steps:
Can I automatically update Salesforce when a lead converts in RD Station?
Yes, with Latenode you can! Automatically updating Salesforce ensures your sales team has real-time lead status, improving follow-up efficiency. Plus, add custom JS logic for complex updates.
What types of tasks can I perform by integrating RD Station with Salesforce?
Integrating RD Station with Salesforce allows you to perform various tasks, including:
How can I handle duplicate contacts between RD Station and Salesforce?
Latenode lets you implement custom duplicate-checking logic using JavaScript to merge or update records, preventing data inconsistencies and improving data quality.
Are there any limitations to the RD Station and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: