How to connect RD Station and Salesmate
Create a New Scenario to Connect RD Station and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find RD Station or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the RD Station node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.


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Salesmate


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

JavaScript
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AI Anthropic Claude 3
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Salesmate
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, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between RD Station and Salesmate (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 Salesmate
RD Station + Salesmate + Slack: When a new lead conversion occurs in RD Station, a new contact is created in Salesmate. Then, a notification is sent to a Slack channel to alert the sales team about the new contact.
Salesmate + RD Station + Google Sheets: When a new deal is created in Salesmate, the deal information is logged to a Google Sheet. The corresponding lead source is then updated in RD Station for reporting purposes.
RD Station and Salesmate 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.
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About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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FAQ RD Station and Salesmate
How can I connect my RD Station account to Salesmate using Latenode?
To connect your RD Station account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Salesmate deals when a lead converts in RD Station?
Yes, you can! Latenode's visual editor simplifies this. Automatically update Salesmate deals, saving time and ensuring consistent sales data. Scale with no-code ease.
What types of tasks can I perform by integrating RD Station with Salesmate?
Integrating RD Station with Salesmate allows you to perform various tasks, including:
- Create Salesmate contacts from new RD Station leads automatically.
- Update Salesmate deals when a lead's lifecycle stage changes in RD Station.
- Send personalized follow-up emails via Salesmate to RD Station leads.
- Trigger RD Station marketing actions based on Salesmate deal status.
- Synchronize contact information between RD Station and Salesmate.
Can I use JavaScript to manipulate data between RD Station and Salesmate?
Absolutely! Latenode supports JavaScript, letting you transform data between RD Station and Salesmate for complex integrations, all within a visual flow.
Are there any limitations to the RD Station and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between the two platforms is a manual process.
- Complex custom fields might require JavaScript knowledge for mapping.
- API rate limits of RD Station and Salesmate may affect high-volume data sync.