RDStation CRM

Creating the data source

Requirements

To integrate RDStation CRM (formerly Plug CRM) data into Kondado, you need to be a user of the RDStation CRM Basic plan
Your user account must have Administrator permissions

Instructions

Log in to your RD Station CRM account
In the top right corner, click on your name and then select Profile
In "MY PROFILE", you will find the token for your instance if it has already been generated, or a "Generate Token" button. Click this button, copy the generated token, or use the previously generated token
Log in to your Kondado account. Click on CREATE + > Source > RD Station CRM
Give a name to your connector and, in the "Token" field, paste the value obtained in step 3

Pipelines

Relationship chart

Click to expand

Companies

Replication type: Full

Relationships:

user__id → Users > id

Organizations stored in RD Station CRM with profile information and indicators.

Campo	Tipo
id	text	[en] Identifier of the stage history record.
address	text	[en] Address associated with the record.
created_at	timestamp	[en] Timestamp when the record was created.
lost_count	float	[en] Number of deals lost in this stage.
name	text	[en] Organization name.
opened_count	float	[en] Number of deals opened in this stage.
organization_segments	text	[en] Industry segments associated with the organization.
paused_count	float	[en] Number of deals paused in this stage.
resume	text	[en] Organization description or summary.
updated_at	timestamp	[en] Timestamp when the record was last updated.
url	text	[en] Organization website URL.
user__email	text
user__id	text	[en] Identifier of the user responsible for the organization/customer. Users > > id
user__name	text
user__nickname	text	[en] Nickname of the associated user.
won_count	float	[en] Number of deals won in this stage.

Contacts

Changes in custom contacts fields in RD Station CRM are not always directly reflected in the tables but trigger a full record reintegration by Kondado.

Some RD Station CRM automations may update these fields frequently, which can significantly increase the volume of processed records.
If you notice an unexpected increase in the record count, consider reducing the pipeline frequency or reviewing the automations in RD Station CRM that affect these fields.

Replication type: Incremental

Parameters:

Read start date (Savepoint): Initial date to replicate records

Relationships:

organization_id → Companies > id
deals__id > deals → Deals > id
custom_field_id > contact_custom_fields → Custom fields > id

Main object

RD Station CRM contacts with core attributes and related data.

Campo	Tipo
id	text	[en] User identifier.
created_at	timestamp	[en] Timestamp when the record was created.
facebook	text	[en] Registered Facebook profile.
linkedin	text	[en] Registered LinkedIn profile.
name	text	[en] Contact name.
notes	text	[en] Notes about the contact.
organization_id	text	[en] Identifier of the organization this contact belongs to. Companies > > id
skype	text
title	text	[en] Job title recorded for the contact.
updated_at	timestamp	[en] Timestamp when the record was last updated.

rdstationcrm_contacts__phones

Phone numbers associated with each contact.

Campo	Tipo
contact_id	text	[en] Contact identifier.
phones__created_at	timestamp	[en] Timestamp when the phone number was added.
phones__phone	text	[en] Primary phone number for the contact.
phones__type	text	[en] Phone type such as mobile or work.
phones__updated_at	timestamp	[en] Timestamp when the phone number was last updated.
phones__whatsapp	boolean	[en] Indicates whether the number is enabled for WhatsApp.
phones__whatsapp_full_internacional	text	[en] WhatsApp number in international format.
phones__whatsapp_url_web	text	[en] Direct link to open the WhatsApp Web conversation.

rdstationcrm_contacts__legal_bases

Legal basis records linked to each contact.

Campo	Tipo
contact_id	text	[en] Identifier of the contact linked to the phone.
legal_bases__category	text	[en] Category of the recorded legal basis.
legal_bases__status	text	[en] Status of the recorded legal basis.
legal_bases__type	text	[en] Type of the recorded legal basis.

rdstationcrm_contacts__emails

Emails associated with the contact.

Campo	Tipo
contact_id	text	[en] Identifier of the contact linked to the legal basis.
emails__created_at	timestamp	[en] Timestamp when the associated email was created.
emails__email	text	[en] Emails linked to the contact.
emails__updated_at	timestamp

rdstationcrm_contacts__deals

Deals linked to the contact.

Campo	Tipo
contact_id	text	[en] Identifier of the contact linked to the email.
deals__id	text	[en] Identifier of the related opportunity. Deals > > id

Campo

Tipo

contact_id

text

[en] Identifier of the contact linked to the email.

deals__id

text

[en] Identifier of the related opportunity.

Deals > > id

rdstationcrm_contacts_contact_custom_fields

Custom field values assigned to contacts.

Campo	Tipo
contact_id	text	[en] Identifier of the contact linked to the deal.
custom_field_id	text	[en] Identifier of the custom field applied to the contact. Custom fields > > id
created_at	timestamp	[en] Timestamp when the contact custom field was created.
updated_at	timestamp	[en] Timestamp when the contact custom field was last updated.
custom_field_value	text	[en] Value stored in the contact custom field.

Custom fields

This pipeline is free

Replication type: Full

Main object

Custom field definitions available in RD Station CRM.

Campo	Tipo
id	text	[en] Internal identifier for the contact custom field.
allow_new	boolean	[en] Allows new options to be added for option or multiple_options custom fields.
created_at	timestamp
for	text	[en] Entity type the custom field belongs to (allowed: deal or organization).
label	text	[en] Label shown for the custom field.
order	float	[en] Display order for the custom field; lower values show first.
required	boolean	[en] Indicates whether the custom field must be filled in.
type	text	[en] Custom field type (allowed: option, text, date, multiple_choice).
unique	boolean	[en] Indicates whether values must be unique among records.
updated_at	timestamp
visible	boolean	[en] Indicates whether the custom field is visible.

rdstationcrm_custom_fields__opts

Option entries configured for list-type custom fields.

Campo	Tipo
custom_field_id	text	[en] Custom field identifier.
option_value	text	[en] Option value available in the custom field.

Deals

Changes in custom deals fields in RD Station CRM are not always directly reflected in the tables but trigger a full record reintegration by Kondado.

Replication type: Incremental with update window or Full (user configurable)

Parameters:

Update window (days): How many days previous to the savepoint the records will still be replicateed
Include deal products?: Include deal products table in your pipeline
Include custom fields?: Include custom fields table in your pipeline
Read start date (Savepoint): Initial date to replicate data

Relationships:

user__id → Users > id
organization_id → Companies > id
deal_products__product_id > deal_products → Products > id

Main object

RD Station CRM opportunities with metrics, owners, and upcoming tasks.

Campo	Tipo
id	text	[en] Task identifier.
rating	float	[en] Opportunity rating assigned in RD Station CRM.
markup_last_activities	text
win	boolean	[en] Opportunity status flag: true won, false lost, null open.
updated_at	timestamp
win_at	timestamp	[en] Date when the deal was marked as won; empty if still open or lost (calculated by Kondado).
lost_at	timestamp	[en] Date when the deal was marked as lost; empty if still open or won (calculated by Kondado).
closed_at	timestamp	[en] Timestamp when the opportunity was closed.
last_activity_content	text	[en] Summary of the most recent activity.
amount_unique	float	[en] One-time amount recorded for the deal.
interactions	float	[en] Total number of recorded interactions.
user__id	text	[en] User assigned to the opportunity. Users > > id
user__email	text
user__nickname	text	[en] Nickname of the associated user.
user__name	text	[en] Name of the associated user.
amount_montly	float	[en] Recurring monthly amount for the deal.
hold	boolean	[en] Indicates whether the opportunity is currently paused.
amount_total	float
deal_stage__name	text	[en] Name of the pipeline stage.
deal_stage_order	int	[en] Sequence order of the stage inside the pipeline.
deal_stage__created_at	timestamp	[en] Timestamp when the pipeline stage was created.
deal_stage__updated_at	timestamp	[en] Timestamp when the pipeline stage was last updated.
deal_stage__nickname	text	[en] Nickname of the pipeline stage.
deal_stage__id	text	[en] Identifier of the pipeline stage.
deal_stage__pipeline_id	text
deal_stage__pipeline_name	text	[en] Name of the sales pipeline.
prediction_date	date	[en] Expected close date for the opportunity.
last_activity_at	timestamp	[en] Timestamp of the most recent activity.
name	text	[en] Record name.
markup	text	[en] Rich-text content of the record.
markup_created	text	[en] Timestamp when the formatted content was created.
user_changed	boolean	[en] Indicates whether the record owner was changed recently.
organization_id	text	[en] Organization linked to the opportunity. Companies > > id
organization__name	text	[en] Name of the related organization.
organization__address_longitude	text	[en] Longitude of the organization address.
organization__user___id	text	[en] Identifier of the user responsible for the organization.
organization__user__email	text	[en] Email of the user responsible for the organization.
organization__user__name	text	[en] Name of the user responsible for the organization.
organization__address	text	[en] Address of the related organization.
organization__address_latitude	text	[en] Latitude of the organization address.
created_at	timestamp	[en] Timestamp when the record was created.
campaign__created_at	timestamp	[en] Timestamp when the campaign was created.
campaign__id	text	[en] Campaign associated with the opportunity.
campaign__name	text
campaign__updated_at	timestamp	[en] Timestamp when the campaign was last updated.
deal_lost_reason__created_at	timestamp	[en] Timestamp when the loss reason was created.
deal_lost_reason__id	text	[en] Identifier of the close reason applied to the deal.
deal_lost_reason__name	text
deal_lost_reason__updated_at	timestamp	[en] Timestamp when the loss reason was last updated.
deal_source__created_at	timestamp	[en] Timestamp when the opportunity source was created.
deal_source__id	text	[en] Source that originated the opportunity.
deal_source__name	text
deal_source__updated_at	timestamp	[en] Timestamp when the opportunity source was last updated.
next_task__date	timestamp	[en] Planned date of the next task.
next_task__hour	text	[en] Planned time of the next task.
next_task__id	text	[en] Identifier of the next task.
next_task__subject	text	[en] Subject of the next task.
next_task__type	text	[en] Type of the next task.

rdstationcrm_deals__deal_products

Product items associated with each opportunity.

Campo	Tipo
deal_id	text	[en] Opportunity identifier.
deal_products__description	text	[en] Description of the product in the deal.
deal_products__price	float	[en] Sale price of the product in the deal.
deal_products__updated_at	timestamp	[en] Timestamp when the item was last updated.
deal_products__discount	float	[en] Discount value applied to the product.
deal_products__total	float	[en] Total amount for the item considering quantity and discounts.
deal_products__id	text	[en] Identifier of the product item in the deal.
deal_products__name	text	[en] Product name in the deal.
deal_products__product_id	text	[en] Identifier of the product in the catalog. Products > > id
deal_products__discount_type	text	[en] Type of discount applied to the product.
deal_products__created_at	timestamp	[en] Timestamp when the item was added to the deal.
deal_products__recurrence	text	[en] Recurrence setting defined for the item.
deal_products__amount	float	[en] Quantity of the product in the deal.
deal_products__base_price	float	[en] Base price of the product in the deal.

Deals: Stage history

Replication type: Incremental with update window

Parameters:

Update window (days): How many days prior to the Savepoint should records keep being updated
Read start date (Savepoint): Initial date to filter results

Relationships:

deal_id → Deals > id

Stage history showing how each opportunity moved through the pipeline.

Campo	Tipo
deal_id	text	[en] Deal identifier. Deals > > id
history_id	text	[en] Reference identifier for the stage transition.
stage_id	text	[en] Identifier of the pipeline stage the deal moved to in this transition.
stage_name	text	[en] Name of the pipeline stage.
stage_nickname	text	[en] Nickname of the pipeline stage.
stage_order	int	[en] Order of the stage within the pipeline.
stage_objective	text	[en] Objective defined for the pipeline stage.
stage_description	text	[en] Description of the pipeline stage.
pipeline_id	text	[en] Identifier of the pipeline related to the stage.
pipeline_name	text	[en] Name of the pipeline related to the stage.
pipeline_order	int	[en] Order position of the pipeline.
end_date	timestamp	[en] Exact timestamp when the deal left this pipeline stage; null means the deal is still here.
start_date	timestamp	[en] Exact timestamp when the deal entered this pipeline stage.

Notes

Replication type: Incremental with update window

Parameters:

Update window (days): How many days previous to the savepoint the same record can still be updated
Read start date (Savepoint): Initial date for data replication

Relationships:

user_id → Users > id
deal_id → Deals > id

Activity notes logged for opportunities.

Campo	Tipo
id	text	[en] Organization identifier.
user_id	text	[en] User identifier. Users > > id
deal_id	text	[en] Opportunity identifier. Deals > > id
text	text	[en] Note body text.
date	timestamp	[en] Date associated with the record.

Products

This pipeline is free

Replication type: Full

Organizations stored in RD Station CRM with profile information and indicators.

Campo	Tipo
id	text	[en] Identifier of the custom field option.
name	text	[en] Product name.
description	text	[en] Product description.
created_at	timestamp	[en] Timestamp when the record was created.
base_price	float	[en] Product price.
visible	boolean
updated_at	timestamp	[en] Timestamp when the record was last updated.

Tasks

Replication type: Incremental with update window

Parameters:

Read start date (Savepoint): Initial date to replicate data
Update window (past): How many days prior to the savepoint records will keep being refreshed
Update window (future): How many days after the savepoint tasks will be replicated

Relationships:

deal_id → Deals > id

Main object

RD Station CRM tasks with context, contacts, and assignees.

Campo	Tipo
id	text	[en] Task identifier.
done_date	timestamp	[en] Timestamp when the task was completed (timezone not included).
kdd_done_day	date	[en] Date portion of the task completion moment (timezone not included).
kdd_done_time	text	[en] Time portion of the task completion moment (timezone not included).
deal_id	text	[en] Opportunity identifier. Deals > > id
deal__rating	float	[en] Rating assigned to the linked opportunity.
deal__hold	boolean	[en] Indicates whether the linked opportunity is on hold.
deal__name	text	[en] Name of the linked opportunity.
user_ids	text	[en] Identifiers of the users assigned to the task.
done	boolean	[en] Indicates whether the task is completed.
date	timestamp	[en] Scheduled timestamp for the task.
subject	text	[en] Task subject.
hour	text	[en] Time of day registered for the task.
notes	text	[en] Task notes.
contact_ids	text	[en] Identifiers of the contacts linked to the task.
type	text	[en] Activity type such as call, email, meeting, task, lunch, or visit.
markup	text	[en] Formatted description of the activity note.
sample_user_id	text	[en] Identifier of one user linked to the task; the full roster is available in the users table.
sample_user_name	text	[en] Name of one user linked to the task; the full roster is available in the users table.

rdstationcrm_tasks__users

Users associated with each task.

Campo	Tipo
task_id	text	[en] Identifier of the task linked to the user entry.
users__email	text	[en] Email of the user linked to the task.
users__nickname	text	[en] Display nickname for the user.
users__id	text	[en] Identifier of the user linked to the task.
users__name	text	[en] Name of the user linked to the task.

Users

This pipeline is free

Replication type: Full

Users registered in RD Station CRM with access information.

Campo	Tipo
id	text	[en] Activity identifier.
name	text	[en] Record name.
email	text	[en] Primary email for the record.
created_at	timestamp	[en] Timestamp when the record was created.
updated_at	timestamp	[en] Timestamp when the record was last updated.
last_login	timestamp	[en] Timestamp of the last login.

Notes

Due to gaps in the RD Station CRM API documentation, some field descriptions were generated using artificial intelligence, which may contain errors.
For all integrations, due to API limitations, only the 10,000 most recent (or most recently updated) records will be retrieved during each integration execution. If there are more than 10,000 records, the 10,000 oldest records will also be retrieved. Therefore, if your account has more than 20,000 records for a given integration, some records may not be included in the integration

Part of this documentation was automatically generated by AI and may contain errors. We recommend verifying critical information