Conversation
The customer talks with the agent on WhatsApp.
Whatsplaid + RD Station CRM
Turn WhatsApp conversations into opportunities in RD Station CRM.
The AI agent collects name, phone number and email during the conversation. Whatsplaid finds or creates the contact in the CRM and opens an ongoing deal in the standard pipeline.
Origem
Destino
Automatic flowConnected CRM
01
Collected dataName, phone and email during the conversation.
WhatsApp02
Contact found or createdSearch is done by email or phone.
CRM03
Open negotiationIn progress, in the default funnel and linked to the contact.
vendasCapture
The agent collects the contact data.
Contact
The CRM reuses or receives the registration.
Negociação
The opportunity enters the standard funnel.
Integration scope
What this connection does and what its limits are.
See how data flows, which requirements apply, and what depends on the configuration you choose.
Direct connection to RD Station
The published flow is for sending to RD Station and does not advertise querying CRM data.
Sends the captured lead data according to the fields configured in the integration.
Whatsplaid → RD Station.
The submission occurs after the capture and qualification configured in Whatsplaid.
Authorized RD Station account, capture configured, and mapping of required data.
Availability according to the Whatsplaid plan and the RD Station account terms.
Fields, tags, destination objects, duplicates, and CRM data returns need to be confirmed in the project.
Installation
How to connect RD Station CRM to Whatsplaid.
You need active accounts on Whatsplaid and RD Station CRM. In Whatsplaid, lead capture must also be enabled.
STEP 01Open Integrations
Log in to the Whatsplaid dashboard and go to the Integrations page.
STEP 02Install RD Station CRM
Locate RD Station CRM and click Install to begin authorization.
STEP 03Authorize your account
Sign in to the correct RD Station CRM account and accept the permissions requested by the app.
STEP 04Confirm connection
When you return to Whatsplaid, check the message confirming a successful connection.
STEP 05Try it
Chat with the agent, provide name, phone and email, and confirm in the CRM the creation of the contact and deal.
What happens in the CRM
Contact and opportunity created without manual registration.
After the agent completes lead capture, Whatsplaid sends the essential data so the sales team can continue the engagement in RD Station CRM.
Avoid an unnecessary new sign-up
The integration first looks for an existing contact by the provided email or phone number.
Name, phone and email
When no contact is found, a new record is automatically created with this data.
Ongoing opportunity
A deal is created in the RD Station CRM default pipeline and linked to the contact.
From Whatsplaid to CRM
The flow is one-way: data captured by Whatsplaid is sent to RD Station CRM.
Clear scope
This integration is exclusive to RD Station CRM.
This is not an integration with RD Station Marketing. It also does not import CRM data, does not synchronize WhatsApp message history, and does not send campaigns.
Discover lead capture via WhatsApp and understand how the AI agent collects data during the conversation.
Name, phone and emailThese are the data used to locate or create the contact in the CRM.
Contact and negotiationThe deal is created in progress in the default pipeline.
Messages, campaigns or tagsConversation history and other qualification data are not synced with the CRM.
RD Station CRM dataThe integration does not import contacts, deals, or any other CRM information into Whatsplaid.
Help and questions about the integration.
Which accounts are required?
You need an active account on Whatsplaid and another on RD Station CRM. Lead capture must be enabled in Whatsplaid.
How is the contact identified?
The integration looks up the contact by email or phone. If no matching record is found, it creates a new contact.
Where is the deal created?
The deal is created with the status In Progress in the account's default pipeline in RD Station CRM and is linked to the contact.
Do WhatsApp conversations appear in RD Station CRM?
No. The integration does not sync messages or conversation history. It only sends name, phone number and email, and creates the deal.
Does the integration work with RD Station Marketing?
This app was developed for RD Station CRM. It does not send leads to RD Station Marketing automations, segmentations, or campaigns.
How to test the integration?
After authorizing the account, start a test conversation and allow the agent to capture name, phone, and email. Then check RD Station CRM to confirm the contact and deal were created.
How do I disconnect RD Station CRM?
Go to Integrations in the Whatsplaid dashboard, find RD Station CRM and use the uninstall option. After that, new leads will stop being sent.
What to do if data doesn't appear in the CRM?
Confirm that the integration is connected, lead capture is enabled, and name, phone, and email have been collected. If the issue persists, contact Whatsplaid support.
Whatsplaid + RD Station CRM
Start for free
Bring WhatsApp opportunities into your sales funnel.
Create your account on Whatsplaid, connect your CRM and test the flow with a real conversation.