PerfexCRM + RD Station Integration

Integrate PerfexCRM to RD Station in one click, or tell Integrately AI how you want each lead handled. Convert marketing leads into customer records, assign tasks, generate invoices, and track your sales pipeline automatically.

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1.
  • 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.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • 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 PerfexCRM + RD Station Integration

Capture converted leads as customers, create tasks, assign projects, generate invoices, and track opportunities, all in just one click.

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

Create PerfexCRM 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 PerfexCRM 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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Connect more apps to your PerfexCRM + RD Station flow

Sync marketing leads and customer records with ad campaigns, spreadsheets, messaging apps, and billing tools to keep your entire business aligned. Pick a combination and activate it in one click.

PerfexCRM
RD Station
+
Facebook Lead AdsFacebook Lead Ads (3)
+
Google SheetsGoogle Sheets (3)
+
WhatsAppWhatsApp (3)
+
MailchimpMailchimp (3)
+
AsanaAsana (3)
+
StripeStripe (3)
F
P
R
Add every Facebook Lead Ads lead as a lead in PerfexCRM, and record a conversion event in RD Station
New Facebook Lead Ads leads appear in PerfexCRM as new leads and trigger a conversion event in RD Station instantly, eliminating manual data entry.
R
P
F
When a lead is converted in RD Station, create a customer in PerfexCRM and pull campaign data from Facebook Lead Ads
RD Station conversions update PerfexCRM customer profiles while pulling campaign insights from Facebook Lead Ads.
R
P
F
When a lead is marked as opportunity in RD Station, create a task in PerfexCRM and save details in Facebook Lead Ads
Sales opportunities in RD Station instantly generate follow-up tasks in PerfexCRM and update Facebook Lead Ads records.

Supported triggers and actions for PerfexCRM and RD Station

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
Try it →
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 PerfexCRM + RD Station?

Streamline your entire customer journey by connecting marketing conversions in RD Station directly to client and task management in PerfexCRM.

What you can automate?
🔄
Sync marketing conversions into client records
Turn every converted lead in RD Station into a new customer profile or lead inside PerfexCRM automatically. Eliminate manual data entry between your marketing and client management systems.
📋
Capture every form and campaign field
Transfer all custom questions, campaign parameters, and submission details from RD Station into PerfexCRM fields. Ensure your team has complete context for every new interaction.
🔔
Alert your sales team the moment leads convert
Notify the right account manager instantly whenever a high-value lead is marked as an opportunity in RD Station. Cut down response times and close deals faster.
🔀
Route leads based on submitted criteria
Send enterprise inquiries to senior account managers in PerfexCRM while routing standard leads to automated onboarding sequences based on RD Station form inputs.
📝
Keep client records current as details change
Update customer information, contact numbers, and company names in PerfexCRM whenever changes happen in RD Station. Keep your database accurate across platforms.
🔍
Prevent duplicate customer entries
Search existing customer records in PerfexCRM before creating new profiles from RD Station conversions. Maintain a clean database without redundant entries.
💳
Handle later deal status changes automatically
Trigger customer onboarding tasks in PerfexCRM when a deal is won in RD Station, or pause follow-ups when a deal is marked as lost.
📊
Extend marketing workflows to Google Sheets
Send converted lead details from RD Station and PerfexCRM into Google Sheets for executive reporting and custom pipeline analysis.
And much more...

Who is PerfexCRM + RD Station integration for?

Marketing and sales teams connecting PerfexCRM and RD Station eliminate manual data entry, ensuring seamless handoffs from campaign conversion to client management.

Revenue analysts
Revenue analysts
Sales managers
Sales managers
Agency account directors
Agency account directors
High-volume marketing teams
High-volume marketing teams
Account executives
Account executives
Operations directors
Operations directors
📈
Revenue analysts
You are reviewing customer conversion metrics in PerfexCRM, but your campaign performance numbers are always lagging behind because someone has to export records by hand — automating both apps means every converted lead updates your reports instantly and your pipeline metrics stay current.
⚡
Sales managers
You are tracking incoming sales leads in PerfexCRM, but hot opportunities sit unnoticed until hours later because marketing updates are manual — with this integration, every converted lead triggers immediate follow-up tasks and your team acts instantly.
📊
Agency account directors
You are managing client project deliverables in PerfexCRM, but stakeholders demand live proof of campaign ROI that your team updates weekly — this integration means every marketing conversion syncs straight into client accounts and reporting is always accurate.
🚀
High-volume marketing teams
You are handling hundreds of daily campaign registrations in PerfexCRM, but manual data entry causes missed records and broken customer profiles — automating both apps means every lead is processed instantly without errors.
🤝
Account executives
You are waiting on marketing handoffs to start outreach in PerfexCRM, but deals stall because lead status updates take hours to reach your desk — integrating these apps means converted opportunities appear in your pipeline the moment they happen.
🗂️
Operations directors
You are auditing customer lifecycles in PerfexCRM, but incomplete records and missing conversion touchpoints leave blind spots in your historical data — this integration means every interaction is logged accurately from first touch to closed deal.
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Why choose Integrately to automate PerfexCRM + RD Station

Build and manage your PerfexCRM + 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 PerfexCRM + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect PerfexCRM to RD Station?
Frequently Asked Questions
You can connect PerfexCRM to RD Station in 1-click using ready templates or by asking Integrately AI to build the workflow for you. Sync leads and customer records alongside tools like Facebook Lead Ads and Google Sheets effortlessly.
Can I automatically create PerfexCRM customers from RD Station leads?
Frequently Asked Questions
Can I connect PerfexCRM, RD Station, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and RD Station?
Frequently Asked Questions
How does PerfexCRM handle incoming lead data from marketing platforms?
Frequently Asked Questions
What RD Station triggers are available for automation?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the PerfexCRM and RD Station integration free?
Frequently Asked Questions
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You Can Also Connect PerfexCRM or RD Station With 1500+ Other Apps

PerfexCRM
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Connect PerfexCRM to accounting, invoicing, support, and project management tools to manage client operations.
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RD Station
Popular RD Station Integrations
Sync RD Station with advertising, email marketing, analytics, and social media platforms to scale digital campaigns.
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