RD Station + EspoCRM Integration

Integrate EspoCRM to RD Station in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create contacts, update accounts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for EspoCRM + RD Station Integration

Capture converted leads, create contacts, update accounts, log calls, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EspoCRM + RD Station Integration

Create RD Station conversion event for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use RD Station to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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RD Station + EspoCRM Integration

Create EspoCRM contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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RD Station + EspoCRM Integration

Create EspoCRM task for new RD Station conversion event

EspoCRM and RD Station are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - RD Station integration, you can automatically create task in EspoCRM whenever a new conversion event is created in RD Station.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + RD Station flow

Route qualified leads into your CRM, alert your sales team, update tracking sheets, and schedule meetings seamlessly. Pick a combination and activate it in one click.

RD Station
EspoCRM
+
Google AdsGoogle Ads (3)
+
Facebook Lead AdsFacebook Lead Ads (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
R
E
G
When a lead is converted in RD Station, create a contact in EspoCRM and add a lead in Google Ads
Converted RD Station leads immediately appear in EspoCRM as new contacts while creating a corresponding lead in Google Ads.
R
E
G
When a lead is marked as opportunity in RD Station, update the contact in EspoCRM and update the campaign in Google Ads
Opportunity updates in RD Station automatically update your EspoCRM contact records and adjust Google Ads campaigns.
R
E
G
When a deal is won in RD Station, create an opportunity in EspoCRM and add a conversion in Google Ads
Won deals in RD Station generate new opportunities in EspoCRM and record conversions in Google Ads automatically.

Supported triggers and actions for RD Station and EspoCRM

Mix and match to build the exact automation you need

RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with EspoCRM + RD Station?

Streamline your marketing and sales operations by connecting digital campaigns directly to your customer relationship management system.

What you can automate?
🔄
Sync Converted Leads to CRM Contacts
Automatically create a new contact in EspoCRM the moment a lead is converted in RD Station. Eliminate manual copy-pasting and ensure immediate lead handoff.
📝
Capture Every Submitted Marketing Field
Map all custom form fields and conversion data from RD Station into corresponding EspoCRM contact fields. Keep your customer records detailed and comprehensive.
🔔
Alert Your Team on Deal Progression
Send instant notifications to your sales channels whenever a lead is marked as an opportunity in RD Station. Keep reps informed the second prospects show buying intent.
🔀
Route Leads Based on Qualification Rules
Branch your automation workflows depending on specific field values submitted in RD Station. Send enterprise leads to senior reps and standard inquiries to general queues.
🔄
Keep Customer Records Fully Updated
Automatically update existing EspoCRM contact details whenever lead information changes in RD Station. Maintain data accuracy across your entire software stack.
🛡️
Prevent Duplicate Contact Records
Search existing database entries before creating new records to ensure clean contact management. Maintain a pristine customer database without manual cleanup.
💰
Track Won Deals and Revenue Events
Trigger automated follow-up operations in EspoCRM whenever a deal is won in RD Station. Keep revenue records synchronized with marketing performance.
🔗
Extend Workflows to Messaging Apps
Connect your core EspoCRM and RD Station flow with Slack to broadcast important pipeline updates to your team instantly.
And much more...

Who is EspoCRM + RD Station integration for?

Marketing and sales teams bridging campaign platforms and customer relationship management find this integration essential for keeping customer records aligned and actionable.

Marketing Operations Managers
Marketing Operations Managers
Sales Development Representatives
Sales Development Representatives
Account Managers
Account Managers
Data Analysts
Data Analysts
Sales Executives
Sales Executives
CRM Administrators
CRM Administrators
📈
Marketing Operations Managers
You're reviewing conversion performance in EspoCRM but your marketing analytics only update when someone manually exports records, so the lead counts you're optimising against are always outdated — this integration means every converted lead updates your CRM instantly and your campaign metrics stay accurate.
Sales Development Representatives
You need to act on high-intent prospects immediately, but marketing leads sit in RD Station for hours before anyone copies them over, so hot leads go cold before you reach out — automating both apps means every new contact appears in your queue instantly and follow-up happens right away.
📋
Account Managers
You answer to clients who want to see active pipeline progress, but manually updating deal stages between systems leads to missed entries and confusing status checks — connecting these apps means every opportunity status change syncs across platforms and client updates are always accurate.
📊
Data Analysts
The volume of inbound leads is too high for anyone to keep up by hand, leading to fragmented customer histories and broken attribution models — automating both apps means every interaction is recorded accurately without manual data entry errors.
🤝
Sales Executives
You own the closing step and depend on marketing leads being handed over cleanly, but missing contact details stall your outreach efforts — integrating these apps means complete prospect profiles reach your pipeline the moment conversion happens.
🗂️
CRM Administrators
You need a reliable customer history, but scattered data entries keep creating duplicate contact records across your tech stack — this integration means every customer profile is created and updated cleanly with zero duplicate entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate RD Station + EspoCRM

Build and manage your RD Station + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect RD Station + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to RD Station?
Frequently Asked Questions
You can connect EspoCRM to RD Station using 1-click automations on Integrately. Choose from pre-built templates or ask Integrately AI to build the integration and map your fields.
Can I automatically sync converted leads from RD Station into EspoCRM contacts?
Frequently Asked Questions
Can I connect EspoCRM, RD Station, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and RD Station?
Frequently Asked Questions
How does EspoCRM handle contact updates during automation?
Frequently Asked Questions
How does RD Station trigger opportunity updates in other apps?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and RD Station?
Frequently Asked Questions
Is the EspoCRM and RD Station integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or RD Station With 1500+ Other Apps

EspoCRM
Popular EspoCRM Integrations
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RD Station
Popular RD Station Integrations
Sync RD Station with marketing, analytics, and reporting tools to keep data working across your stack.