The integration between RD Station and Zenvia Customer Cloud allows you to automate the sending of leads generated in RD Station directly to Zenvia Customer Cloud. This way, you centralize the management of your contacts and optimize your sales campaigns, ensuring no lead is lost.
⚠️ Attention: This functionality is only available for users with Operator and Admin profiles.
How the integration works
Automatic lead sending: Leads captured in RD Station Marketing are sent directly to Zenvia Customer Cloud. The integration allows the import of information such as name, email, phone, and personalized data configured in RD Station.
⚠️ Attention: This integration is compatible only with RD Station Marketing, not RD Station CRM.
How to activate the integration
In Zenvia Customer Cloud:
Go to Sales > Integrations;
Find and click on the RD Station integration;
Click Log in to be redirected to RD Station;
In RD Station:
Choose your company account and click Continue;
Authorize Zenvia Customer Cloud to access lead data from RD Station. Once the process is completed, you will see the message "Application successfully registered."
Back in Zenvia Customer Cloud:
Close the RD Station window and refresh the Zenvia Customer Cloud page to apply the changes;
Name the integration and select the assignment group to which the new contacts will be assigned;
Insert the URL of the form configured in RD Station to capture leads;
In the upper right corner of the screen, click the activation button and then click Save. Your integration will be ready to use.
The advanced settings of this integration offer greater control over lead management:
- Overwrite Source: Replaces the lead source name in Zenvia Customer Cloud. The original source will be lost. This can also be applied to existing leads.
- Priority: Sets the priority of the leads. Leads with higher priority (1 being the highest) will be handled first by the consultants.
- Distribution Rules: Allows you to create rules to distribute leads between groups or consultants based on specific conditions. Example: "Assign to group X using rule Y."
That's it! Now, your leads generated in RD Station will automatically be sent to Zenvia Customer Cloud, allowing you to manage and track all contacts in one place.