Connect RD Station CRM
With RD Station CRM connected, the contact details and answers customers leave in the try-on go to your CRM. You connect it in Conta › Integrações › RD Station CRM (Account › Integrations › RD Station CRM).
Before you start
Section titled “Before you start”- WhatsApp (Tallos) connected. RD Station CRM uses the same connection as WhatsApp. If it doesn’t exist, the screen shows Conecte o WhatsApp primeiro (Connect WhatsApp first). See Connect WhatsApp (Tallos).
- An RD Station CRM API token. In RD Station CRM, go to Configurações › Tokens de API (Settings › API tokens) and create a personal token.
Connect
Section titled “Connect”-
In Conta › Integrações, on the RD Station CRM card, click Conectar (Connect).
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In Token de acesso do RD Station CRM (RD Station CRM access token), paste the token you created in RD Station.
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Optional: in Nome da origem no CRM (Source name in the CRM), write the name of a source you created in RD Station under Configurações › Origens (Settings › Sources). Contacts arrive tagged with it.
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Turn on Enviar contatos ao CRM (Send contacts to the CRM).
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Click Salvar (Save). The screen confirms with RD Station CRM salvo (RD Station CRM saved).
On the Integrações screen, the card now shows Conectado (Connected). If the Enviar contatos ao CRM switch is off, the card shows Pausado (Paused).
Replace or remove the token
Section titled “Replace or remove the token”Once saved, the token isn’t shown again, for security. The screen shows Token salvo (Token saved).
- Replace: paste a new token and click Salvar. Use Manter o token atual (Keep the current token) to cancel.
- Remove: confirm with Remover token (Remove token). Contacts stop going to the CRM. You can paste a new token later.
Pause sending
Section titled “Pause sending”Turn off Enviar contatos ao CRM and click Salvar. The token stays saved, and you can turn sending back on whenever you want.
Common problems
Section titled “Common problems”- Confira o token e o nome da origem. (Check the token and the source name.): the token may be wrong or may have been revoked in RD Station. Create another one and paste it again.
- Cole o token gerado no RD Station CRM. (Paste the token created in RD Station CRM.): the token field is empty.
- Não conseguimos carregar a conexão com o RD Station. (We couldn’t load the RD Station connection.): try again in a few moments.
Frequently asked questions
Why does RD Station ask me to connect WhatsApp first?
Sending to RD Station CRM uses the same connection as WhatsApp (Tallos). Connect WhatsApp in Integrações (Integrations), then come back and paste the CRM token.
Where do I create the RD Station CRM token?
In RD Station CRM, go to Configurações › Tokens de API (Settings › API tokens), create a personal token and paste it into the Provei dashboard.