Send customers to RD Station CRM
The Enviar para o CRM (Send to CRM) button sends contacts from the Clientes (Customers) screen to your store’s RD Station CRM. You can send one person or a whole list.
Before you start
Section titled “Before you start”Connect RD Station CRM in Conta › Integrações (Account › Integrations). See RD Station integration.
If the CRM isn’t connected, clicking Enviar para o CRM shows Conecte o RD Station CRM (Connect RD Station CRM), with an Ir para Integrações (Go to Integrations) button. If you don’t manage the account, ask whoever does to connect it.
Send a list
Section titled “Send a list”-
In Clientes, choose the period and the list, for example Deixaram WhatsApp (Left WhatsApp). Leave Origem (Source) set to Todas as origens (All sources).
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Click Enviar para o CRM.
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Check the message: “Enviamos até 500 pessoas desta lista que deixaram e-mail ou WhatsApp, das mais recentes para as mais antigas.” (We send up to 500 people from this list who left an email or WhatsApp, from newest to oldest.)
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Click Enviar contatos (Send contacts).
When it finishes, you see how many contacts were sent to RD Station CRM. If the list has more than 500 people, the message says: “Enviamos as 500 pessoas mais recentes.” (We sent the 500 most recent people.)
Send one customer
Section titled “Send one customer”-
Open the customer’s profile.
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Click Enviar para o CRM, at the bottom of the profile or in the Mais ações do cliente (More customer actions) menu.
If the person left neither an email nor a WhatsApp number, the button is unavailable with the notice Sem e-mail ou WhatsApp para enviar (No email or WhatsApp to send).
Understand the result
Section titled “Understand the result”| Message | What it means |
|---|---|
| N contatos enviados para o RD Station CRM (N contacts sent to RD Station CRM) | The send worked. |
| não puderam ser enviados (sem e-mail ou WhatsApp válido) (could not be sent, no valid email or WhatsApp) | These people were left out because their contact details are incomplete. |
| com erro, tente de novo mais tarde (failed, try again later) | The CRM didn’t accept some contacts. Try again later. |
| Nenhum contato foi enviado (No contacts were sent) | Nobody in the selection has valid contact details, or the CRM didn’t respond. Try again in a few minutes. |
Frequently asked questions
How many contacts can I send at once?
Up to 500 people per send, from newest to oldest. Only people who left an email or WhatsApp number are included.
Why weren't some customers sent?
The send skips anyone without a valid email or WhatsApp number. The confirmation message shows how many were left out.
Do I need to connect anything first?
Yes. RD Station CRM has to be connected in Conta › Integrações (Account › Integrations).