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RD Station

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Enable a two-way sync between RD Station and Freshsales to keep tabs on all your sales in one place
Published by Loupen(about almost 5 years ago)
Free
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4
Version History
Version 1.0
Supported for
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The RD Station app for Freshsales allows you to import leads from the app to Freshsales. With this integration, every lead conversion on RD Station can be passed on to Freshsales. You can also configure the app to receive deal events from Freshsales. Key features: - Transfer every lead conversion from RD Station to Freshsales - Map custom fields between the two platforms - Send deal events from Freshsales back to RD Station
1) Click on "Install" in the app gallery. 2) Enter your RD Station credentials in the popup. 3) Back on the app installation page, enter your Freshsales Domain and API Key, then click on Authenticate. 4) Select the "RD Station webhook trigger". Select "Conversion" to import upon lead conversion or select "Opportunity" to import when a lead is marked as an opportunity. The other configurations are optional: Conversion events You can enter conversion events that trigger the lead importation. Leave it blank for all events. Mark a lead as an opportunity on RD Station Select if you want to mark a lead on RD Station as an opportunity when a deal is created. Mark a sale and opportunity lost on RD Station Select if you want to register a sale on RD Station when a deal is closed/won, or to register an opportunity lost when a deal is closed/lost. Fields mapping Click on "+" button for mapping fields between the applications. Default mapped fields: First Name, Email, Work Number, Mobile Number, Job Title, City, State, Country, Twitter, LinkedIn, Facebook, and Owner. NOTE: Last Name can be mapped. If no field is mapped for Last Name, the app will assign the string found after first space in the First Name field as the Last Name.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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