Sales CRM
Import deals and pipeline stages from RD Station CRM
Connect using your RD Station CRM API token to synchronize deals, pipelines, and stage progression history through to closed sales.
What this integration connects
Direct integration with RD Station CRM API via instance user token.
- ✓Active, won, and lost deals across all sales pipelines
- ✓Deal stage progression history (deal_stage_histories)
- ✓Deal owners, sales reps, and monetary values
- ✓Associated contact identifiers (email and phone) tied to the deal
What you see in Ollie
Your sales opportunities connected directly to digital ad origins.
Integrated commercial funnel
RD Station stages mapped visually into the Ollie funnel to track true stage-by-stage conversion rates.
Revenue attributed by campaign
Deals marked as won in RD Station enter as verified revenue credited to the ad campaigns that sparked them.
Performance by sales rep
Visibility into deal velocity and conversion volume per assigned sales representative.
Rate-limited incremental sync
Frequent background updates respecting API limits without bogging down your CRM instance.
How to connect in 3 simple steps
No complex engineering required. Authorize and map your data within minutes.
Retrieve your token in RD Station CRM
In RD Station CRM, go to Profile › Settings › Instance Token and copy your user token.
Paste your token into OllieLabs
Input the token in the Connections screen to discover your pipelines and sales stages.
Map pipelines and funnel stages
Choose which RD Station pipelines feed into each stage of your Ollie customer funnel.
Honest limits: what this integration does NOT do
Clear definition of connector boundaries.
- Active, won, and lost deals across all sales pipelines
- Synchronized incrementally and safely into your Ollie tenant.
- Deal stage progression history (deal_stage_histories)
- Synchronized incrementally and safely into your Ollie tenant.
- Deal owners, sales reps, and monetary values
- Synchronized incrementally and safely into your Ollie tenant.
- Associated contact identifiers (email and phone) tied to the deal
- Synchronized incrementally and safely into your Ollie tenant.
- Strictly read-only access
- Ollie only reads deals and contacts. We never create opportunities, alter stages, or edit deal values in RD Station.
- Does not connect to RD Station Marketing
- This integration connects exclusively to RD Station CRM (sales deals), not the marketing automation or landing page product.
- Token user needs full deal visibility
- The API only returns deals visible to the token owner; an administrative user with full pipeline visibility is recommended.
- Stage history availability depends on CRM plan
- We query stage changes through deal detail APIs; deals missing historical logs fall back to the last update timestamp.
Frequently asked questions
Direct answers to operator questions regarding permissions, security, and data handling.
Where do I find my RD Station CRM token?
Click your profile picture in RD Station CRM, select Settings, and locate "Instance token" (Token da instância).
Does Ollie update deal stages in RD Station?
No. The connector operates strictly in read-only mode and cannot write to your CRM.
Can I filter specific pipelines?
Yes. You can select exactly which pipelines Ollie should read and ignore unrelated funnels.
Link RD Station CRM deals to your paid media
Discover which campaigns produce your highest-value closed deals.