True Conversionsby Nexopath

Connecting RD Station Marketing

This is RD Station Marketing, not RD Station CRM. The OAuth connection receives only converted-lead and opportunity events; it is not the complete deal funnel.

For a Journey that follows deal stages, use RD Station CRM or a manual webhook that sends deal_id, stage, and lead identity. RD Station Marketing may not provide the stable deal context needed to follow every stage.

Connect

  1. Open the account in True Conversions and go to Integrações de CRM (CRM Integrations).
  2. In the RD Station Marketing card, select Conectar RD Station (Connect RD Station).
  3. Sign in, review permissions, and authorize.

True Conversions automatically registers Converted lead and Marked as opportunity webhooks. No additional setup is needed inside RD Station Marketing.

Use with Journey

Configure only milestones this connector actually sends in Jornada de conversão (Conversion Journey). Each milestone needs deal_id, a stage, and a matchable identity; if this data is missing, Journey skips the delivery to avoid an incorrect conversion.

To capture click IDs, install the Installation Guide. Email or phone also help the platform match the lead.

Do not use RD Station Marketing and RD Station CRM as sources for the same funnel. There is no deduplication between the two connectors. Choose one source of truth for deal stages.

Re-authorize or disconnect

If the status shows Expirada (Expired), select Reautorizar (Re-authorize). To disconnect, select Desconectar (Disconnect) on the card; if necessary, also remove the webhooks in RD Station.