Conversation
The lead speaks naturally on WhatsApp.
RD Station Integration
Send qualified leads from WhatsApp to RD Station.
Whatsplaid collects data during a natural conversation on WhatsApp, qualifies the contact with configured questions, and sends lead information to RD Station according to the validated flow.
Leads destination
Conversation origin
Connected flow
Configurable sending
01
Conversation startedThe customer contacts on WhatsApp and chats with the agent.
WhatsApp02
Qualified leadWhatsplaid collects data, responses, and interests.
dados03
Sending to RD StationThe contact arrives ready for automation and nurturing.
CRMCollection
The agent captures important information.
Qualification
Responses and tags organize the interest.
Automation
RD Station receives the structured lead.
Scope of the integration
What this connection does and what are its limits.
See how the data flows, what requirements apply, and what depends on the chosen configuration.
Direct connection with RD Station
The published flow is for sending to RD Station and does not announce CRM data query.
Sends the captured lead data according to the fields configured in the integration.
Whatsplaid → RD Station.
The sending occurs after the capture and qualification configured in Whatsplaid.
RD Station account authorized, capture configured, and data mapping completed.
Availability according to the Whatsplaid plan and the RD Station account conditions.
Fields, tags, target objects, duplicates, and CRM data return need to be confirmed in the project.
Step by step
How to activate integration with RD Station.
After connecting and validating your account, Whatsplaid sends the leads collected on WhatsApp to RD Station according to the configured flow.
STEP 01
Connect RD Station
In the Whatsplaid dashboard, go to Integrations and authorize the connection with your RD Station account.
STEP 02
Configure lead capture
Define in ADMIN which questions the agent should ask to collect name, phone, email, interest, and qualification data.
STEP 03
Organize fields and tags
Use fields, responses, and tags to send more complete and ready-to-segment contacts to RD Station.
STEP 04
Test a real lead
Simulate a conversation on WhatsApp, check the collected data, and validate if the lead arrived correctly in RD Station.
STEP 05
Activate the sales flow
With the integration validated, new leads captured by Whatsplaid start feeding your automations and campaigns.
What connects
WhatsApp conversations turn into sales data in RD Station.
The integration reduces manual work of copying contacts, improves the quality of the database, and allows marketing and sales to receive leads with context from the first contact.
Main lead data
Name, phone, email, and other information collected during the conversation can be automatically sent to RD Station.
Responses configured in ADMIN
The agent can ask about needs, product of interest, deadline, profile, and other important data for the sales team.
Organized tags and interests
The captured information helps to separate leads by intention, source, campaign, product, or relationship stage.
Lead with useful history
The team receives clearer data about what the contact asked for, responded to, and showed interest in during the conversation.
After connection
RD Station receives ready-to-automate leads.
Whatsplaid does not replace RD Station. It feeds your marketing and sales operation with leads captured on WhatsApp, already organized for campaigns, segmentation, and follow-up.
Lead coming from WhatsAppThe team identifies that the contact was captured in a conversation conducted by Whatsplaid.
Data collected without manual typingThe lead's responses are structured to reduce rework and information loss.
Prepared base for nutritionQualified leads can enter segments, automations, and relationship actions.
Follow-up with more contextThe sales team receives contacts with intent, interest, and data captured during the conversation.
Common questions about RD Station and Whatsplaid.
What does the integration send to RD Station?
It sends lead data collected by Whatsplaid during the conversation, such as name, phone, email, qualification responses, tags, and relevant information for segmentation.
Does the lead need to fill out a form?
No. The differential is collecting data within a natural conversation on WhatsApp, while the agent conducts the service and asks the configured questions in ADMIN.
Can I define which questions will be asked?
Yes. Lead capture can use questions configured by the company to collect the most important data before sending the contact to RD Station.
Can tags and interests also be sent?
Yes. Whatsplaid can organize the lead with tags, responses, and interest data to facilitate segments, campaigns, and commercial follow-up.
Does this integration replace RD Station?
No. Whatsplaid acts in capturing and qualifying the lead via WhatsApp. RD Station remains the environment for automation, campaigns, segmentation, and database management.
What is the difference from Zapier?
RD Station is a direct integration to send leads to RD Station. Zapier is used when the company wants to send lead data from Whatsplaid to other platforms connected to Zapier.
CRM e Automação
Activate integration
Connect WhatsApp leads to RD Station.
Capture, qualify, and send leads from Whatsplaid to RD Station according to the validated mapping.