True Conversionsby Nexopath

Connecting RD Station CRM and manual webhooks

Use the native RD Station CRM connection when you have a Basic plan or above. Use a manual webhook for RD Station CRM Free, your own software, or a CRM without a dedicated connector. Both paths support Jornada de conversão (Conversion Journey).

RD Station Marketing is not RD Station CRM. For a complete deal funnel, use RD Station CRM or a manual webhook. Do not use RD Marketing and RD CRM for the same funnel: there is no deduplication between these sources.

RD Station CRM: native connection

Connect and select the funnel

  1. In RD Station CRM, go to Configurações → Integrações → API and copy the token.
  2. In True Conversions, open the account → Integrações de CRM (CRM Integrations).
  3. In the RD Station CRM card, paste the token and select Conectar RD Station CRM (Connect RD Station CRM).
  4. Under Funil de vendas (Sales funnel), select the funnel whose deals should be tracked.

True Conversions registers deal creation and update webhooks, then loads RD funnels and stages.

After you select a funnel, deals from other funnels are ignored before becoming events. They appear as Ignorado (Ignored) in Tentativas de webhook recentes (Recent Webhook Attempts), but not in Eventos recentes (Recent Events). If no funnel is selected, the connector keeps its earlier behavior of accepting all funnels; choose the sales funnel immediately after connecting.

Use with Journey

With Jornada de conversão enabled, changes to stages in the selected funnel are received for processing. RD CRM provides deal_id, the stage name, and a stable stage ID. Choose stages from the Journey list: the stable ID means renaming a stage in RD does not break routing.

Journey also needs a matchable identity, such as email, phone, or a click ID. The connector fetches email and phone from the deal contact; if that lookup cannot be completed, RD receives a response that allows it to retry.

Without an enabled Journey, the receiver accepts only won deals and ignores open-stage changes.

To capture click IDs, install the Installation Guide. Then configure milestones in Conversion Journey.

Re-authorize or disconnect

Reautorizar (Re-authorize) registers webhooks again and refreshes the funnel and stage list. To disconnect, use the True Conversions card and, if needed, remove the webhooks in RD Station CRM too.

Manual webhook

Use the manual URL for an unlisted CRM, RD Station CRM Free, or your own system. It is the recommended path when your source can send every deal-stage change.

1. Copy the URL

In the account, open Integrações de CRM and copy the URL de webhook manual (POST) (Manual webhook URL):

https://conversions.nexopath.com/api/webhooks/<account-token>

Send JSON by POST from your server or CRM automation.

2. Send stage data

For Journey, each event must include deal_id, the stage, and a matchable identity. For example:

{
  "deal_id": "deal-123",
  "stage": "Qualified",
  "email": "customer@example.com",
  "phone": "+5511999999999",
  "gclid": "Cj0KCQ..."
}

Email, phone, and click ID do not all need to be present, but at least one identifier must be matchable by the platform. gclid is optional and improves Google Ads matching.

In Jornada de conversão, set Campo de etapa (Stage field) to stage for this example and configure the Qualified stage. If your JSON uses another name or nested structure, send a test and adjust Field Mapping.

Test example:

curl -X POST https://conversions.nexopath.com/api/webhooks/<account-token> \
  -H "Content-Type: application/json" \
  -d '{"deal_id":"deal-123","stage":"Qualified","email":"customer@example.com"}'

{"received": true} only confirms that the event entered the queue. Delivery depends on the configured Journey and destinations.

3. Configure destinations and verify

Connect Google Ads and, if you want, Meta too. Then configure Journey. The Otimizar campanhas (Optimize campaigns) stage always needs a Primary Google action; a Medir (Measure) stage can go to Google, Meta, or both.

Use Eventos recentes for sent deliveries or visible permanent failures. Use Saúde do rastreamento for configuration blocks and actionable rejections. If the POST does not appear, check Tentativas de webhook recentes to distinguish a wrong URL/token, invalid JSON, or an ignored request.

Do not connect RD Station Marketing and RD Station CRM/manual webhook for the same funnel. Choose one source of truth for deals and stages.