True Conversionsby Nexopath

Connecting RD Station Marketing

⚠️ This is RD Station Marketing, not RD Station CRM. These are two different RD products. This guide connects Marketing via OAuth and captures only two events: lead converted and marked as opportunity — not the deal's full funnel.

If you need to track a deal from creation through to Closed-Won (required for Value Optimization), connect RD Station CRM — via the native token connect (Basic plan or higher) or, on the Free plan, the manual webhook URL. See Connecting RD Station CRM (same page, "RD Station CRM — native connect" section).

RD Station Marketing connects via OAuth. Webhooks are registered automatically — no manual configuration is needed inside RD Station.

Prerequisites

  • An RD Station Marketing account with admin access.
  • An account already created in True Conversions.

Connection Steps

  1. In your True Conversions dashboard, open the account (client).
  2. Click CRM Integrations in the sidebar.
  3. In the RD Station Marketing card, click Connect RD Station.
  4. You'll be redirected to RD Station's authorization page. Log in if prompted.
  5. Review the permissions and authorize.
  6. You'll be redirected back to True Conversions with a success message.

True Conversions automatically registers two webhooks on your RD Station account:

  • Lead converted (WEBHOOK.CONVERTED) — fires when a contact converts on a form/landing page.
  • Marked as opportunity (WEBHOOK.MARKED_OPPORTUNITY) — fires when a contact is marked as a sales opportunity.

There's no configuration step inside RD Station itself — both webhooks are ready as soon as you authorize.

What gets sent to True Conversions

For each event, True Conversions:

  1. Receives the contact data from RD Station.
  2. Extracts email, phone, name, and any click IDs present.
  3. Normalizes and hashes the PII with SHA-256.
  4. Routes the conversion to your connected ad platforms.

Because this integration covers only two moments (conversion and opportunity), it works well for clients who just need a simple "lead" event — not for clients who want different values per funnel stage (that requires RD Station CRM, see above).

Capturing the click ID (gclid / fbc)

In most cases it's enough to install the tracking script on the site (one line, via <head> or GTM — copy the ready-made line, with the account token, from the Setup & Tracking page). The script captures the click ID and sends it with the hashed email straight to True Conversions, which joins it with the lead when the CRM webhook arrives — no form editing required.

For maximum precision (optional), you can add the hidden fields to the RD Station Marketing form (essential gclid, fbc; recommended wbraid, gbraid, fbp — the script fills them automatically) and map them in RD Marketing ↔ RD CRM. Full walkthrough in the Installation Guide.

Without the script, the event is still processed — it just won't carry the click ID, which lowers Google Ads match rate (though the hashed email/phone still helps matching).

Re-authorizing

If the OAuth token expires, the integration status will show Expired on the CRM Integrations page. Click Re-authorize to reconnect — existing webhooks are replaced automatically.

Disconnecting

Click Disconnect on the RD Station card. This removes the integration record from True Conversions. To fully clean up, also remove the webhooks manually under RD Station's integration settings.