Freshworks CRM (Freshsales Suite) + RD Station Integration

Integrate Freshworks CRM (Freshsales Suite) to RD Station in one click, or tell Integrately AI how you want each contact handled. Qualify leads, log conversions, update records, and trigger marketing sequences automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + RD Station Integration

Capture leads, convert opportunities, log updates, and trigger marketing sequences, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) 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 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new RD Station conversion event

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Freshworks CRM (Freshsales Suite) + RD Station Integration

Create RD Station conversion event for new Freshworks CRM (Freshsales Suite) contact

If you're using Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite), 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 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new RD Station conversion event

Freshworks CRM (Freshsales Suite) and RD Station are two powerful cloud-based tools that can be used to improve business productivity. Using this Freshworks CRM (Freshsales Suite) - RD Station integration, you can automatically create task in Freshworks CRM (Freshsales Suite) 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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Connect more apps to your Freshworks CRM (Freshsales Suite) + RD Station flow

Connect marketing campaigns, messaging tools, and spreadsheets to extend your automation flow. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
RD Station
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
Meta Facebook Lead AdsMeta Facebook Lead Ads (3)
+
WhatsAppWhatsApp (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
F
R
M
When a contact is created in Freshworks CRM (Freshsales Suite), trigger an RD Station conversion event and add the subscriber in Mailchimp.
New Freshworks CRM (Freshsales Suite) contacts instantly register a conversion in RD Station and appear in your Mailchimp audience list without manual data entry.
F
R
M
When a lead converts in RD Station, update Freshworks CRM (Freshsales Suite) and send a targeted campaign in Mailchimp.
Converted RD Station leads update your Freshworks CRM (Freshsales Suite) records while Mailchimp triggers automated email marketing campaigns.
F
R
M
When a deal is created in Freshworks CRM (Freshsales Suite), record an RD Station conversion and tag the subscriber in Mailchimp.
New sales deals in Freshworks CRM (Freshsales Suite) log an RD Station conversion and update corresponding subscriber tags in Mailchimp.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and RD Station

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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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What can you automate with Freshworks CRM (Freshsales Suite) + RD Station?

Connect your sales pipeline and marketing platform to sync leads, update deals, and trigger campaigns effortlessly.

What you can automate?
🔄
Sync contacts and conversions instantly
Automatically trigger an RD Station conversion event whenever a new contact is created in Freshworks CRM (Freshsales Suite). Eliminate manual data entry between your sales and marketing platforms.
📋
Capture every submitted field and detail
Map all available contact attributes and custom fields from Freshworks CRM (Freshsales Suite) directly into RD Station conversion payloads. Ensure no critical lead information gets left behind.
🔔
Alert your team the moment leads convert
Send instant notifications to your sales reps or communication channels whenever an RD Station opportunity is marked or a Freshworks CRM (Freshsales Suite) deal is created.
🔀
Route records based on submitted criteria
Execute different follow-up sequences in RD Station or assign tasks in Freshworks CRM (Freshsales Suite) depending on specific field values submitted by the prospect.
📊
Keep pipeline stages continuously updated
Automatically reflect deal updates, contact edits, and stage progressions between Freshworks CRM (Freshsales Suite) and RD Station to maintain accurate reporting.
🛡️
Prevent duplicate records across tools
Search existing database entries before creating new records, ensuring clean contact lists and unified customer profiles across both platforms.
⚙️
Handle later deal outcomes and status changes
Trigger automated marketing flows in RD Station when a Freshworks CRM (Freshsales Suite) deal is marked as won or lost, keeping lifecycle stages aligned.
🔌
Extend flows to spreadsheets and messaging tools
Connect your core automation pair with Google Sheets, Slack, or Mailchimp to log data, notify stakeholders, and trigger multi-step marketing sequences.
And much more...

Who is Freshworks CRM (Freshsales Suite) + RD Station integration for?

Sales and marketing teams use this integration to streamline lead qualification, keep pipeline data current, and automate multi-channel campaigns without manual copy-pasting.

Performance marketers
Performance marketers
Sales operations managers
Sales operations managers
Client account directors
Client account directors
High-volume inbound teams
High-volume inbound teams
Inside sales reps
Inside sales reps
RevOps specialists
RevOps specialists
📈
Performance marketers
You're running marketing campaigns across multiple channels but your conversion reports only update when someone manually exports data, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands instantly and your pipeline stays current.
Sales operations managers
You need your sales team to act on new inquiries immediately, but lead handoffs between marketing platforms and CRMs often get delayed, leaving hot prospects waiting — automating both apps means every contact triggers instant follow-ups and deals move without delay.
📋
Client account directors
You answer to stakeholders who want to see daily progress updates, but pulling numbers from separate marketing and sales tools takes hours of tedious spreadsheet work — connecting these apps means your tracking logs update automatically and reporting takes seconds.
🚀
High-volume inbound teams
Inbound submission volume is too high for anyone to keep up by hand, resulting in missed leads and fragmented customer histories across platforms — this integration means every record syncs seamlessly and no prospect slips through the cracks.
🎯
Inside sales reps
You own the sales pipeline stage and depend on marketing handoffs to start outreach, but manual data entry delays your contact window — automating these workflows means new opportunities appear in your CRM the moment they convert.
🔍
RevOps specialists
You need a reliable historical audit trail across your tech stack, but manual record creation keeps leaving data gaps between your marketing platform and CRM — connecting these platforms means every event logs correctly and data integrity is maintained.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + RD Station

Build and manage your Freshworks CRM (Freshsales Suite) + RD Station automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + RD Station 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to RD Station?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to RD Station using 1-click automations and Integrately AI. Start with ready templates or build custom flows linking marketing and sales operations.
Can I automatically sync new leads between Freshworks CRM (Freshsales Suite) and RD Station?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), RD Station, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and RD Station?
Frequently Asked Questions
How are contact fields mapped between Freshworks CRM (Freshsales Suite) and RD Station?
Frequently Asked Questions
Does RD Station support real-time deal triggers with Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and RD Station?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and RD Station integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or RD Station With 1500+ Other Apps

Freshworks CRM (Freshsales Suite)
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RD Station
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Sync RD Station with marketing, analytics, and project management tools to keep data working across your stack.