Integration for RD Station CRM v1.0.0
Every form submission becomes an RD Station CRM contact linked to its company, with a deal in the funnel stage you choose; order deals and status sync in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Stop copying enquiries from your inbox into RD Station CRM. Integration for RD Station CRM turns every form submission on your WordPress site into an RD Station CRM contact, linked to its company, and, for the forms you choose, opens a deal (negociação) in the funnel stage you pick, with the visitor's message as a note. People your team already knows are updated instead of duplicated, so your sales team can follow up while the enquiry is still warm. Submissions are sent in the background and retried automatically if RD Station CRM is briefly unavailable. The settings screens are available in Brazilian Portuguese. This plugin is not affiliated with or endorsed by RD Station CRM.
Free
$0 forever
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, each with its own switch and field mapping
- Built-in form block and shortcode with spam protection; works without JavaScript
- Map to name, email, work and mobile phone, job title, company, LinkedIn, Facebook, Skype, birthday and your custom fields
- Companies matched by name, or created when they are not in RD Station CRM yet
- No duplicates: existing contacts found by email get empty fields filled and new email addresses, phone numbers and field values added, nothing overwritten
- Deals per form with funnel and stage, owner, source, campaign and value, and the message, page and campaign as a note
- LGPD consent recorded on the contact when the visitor ticks your consent box
- Optional sync of new WordPress users (by role) and WooCommerce customers, with profile changes kept up to date
- Background queue within RD Station CRM's request limit, retries and one-click resend, masked log with CSV export, encrypted token
- Admin screens in Brazilian Portuguese
RD Station CRM Pro
$69 per year, single site
Everything in Free, plus:
- WooCommerce orders as deals with the order's products, valued at the order total, won when completed and lost when cancelled or refunded
- Deal status sync: stage and status changes in RD Station CRM copied to the WooCommerce order and WordPress user
- Revenue widget: what was won in the last 30 days, how much came from your site and from which campaigns
- The visitor's UTM campaign and source matched to your RD Station CRM campaigns and sources
- Routing rules for owner (fixed, round robin or team distribution), funnel stage, source and campaign by form, answer, campaign or page
- More RD Station CRM accounts, historic entries backfill, mapping import and export, and a 7-day sync widget
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.