RD Station and Salesforce Integration

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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.

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RD Station

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Salesforce

Create a New Scenario to Connect RD Station and Salesforce

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 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.

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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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Connect RD Station

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Run node once

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.

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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.

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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.

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The action ID

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Run node once

Set Up the RD Station and Salesforce 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, Salesforce, 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 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.

Most powerful ways to connect RD Station and Salesforce

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.

RD Station and Salesforce 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 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.

See how Latenode works

FAQ RD Station and Salesforce

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:

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

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:

  • Create a Salesforce lead when a new RD Station contact is created.
  • Update a Salesforce opportunity when an RD Station lead reaches a specific score.
  • Sync contact information between RD Station and Salesforce in real-time.
  • Trigger email campaigns in RD Station based on Salesforce opportunity stages.
  • Create tasks in Salesforce when a lead converts in RD Station.

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:

  • Data transfer limits are dependent on the API limits of both RD Station and Salesforce.
  • Complex data transformations may require some JavaScript coding knowledge.
  • Real-time synchronization depends on the polling interval set within the Latenode workflow.

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