RD Station CRM API: what you can do and how to use it with AI agents
The RD Station CRM API, from a Brazilian sales and marketing software company, lets you create and update deals, contacts, companies, tasks and notes, and read funnels and stages. Sales teams in Brazil that manage their pipeline in RD Station use it. Access is with the account token or an authorized app.
What the RD Station CRM API offers
Deals
Create opportunities and change their stage, value, and won or lost status.
Contacts and companies
Create and update the people and organizations linked to deals.
Tasks
Create tasks and reminders for salespeople.
Notes
Log interactions in the deal's history.
Funnels and stages
Read the structure of the sales funnels.
Webhooks
Alerts when deals are created or changed.
How to access the RD Station CRM API
- With your company’s credentialsUses the account's API token, obtained in the RD Station CRM settings, or OAuth with an app registered on the RD Station developer platform.
- RD Station CRM and RD Station Marketing have different APIs and credentials.
- Requests are rate limited per account.
- Contact data falls under Brazil's data-protection law (LGPD).
Official documentation: developers.rdstation.com
What an iTeam agent does with the RD Station CRM API
Meeting summary in the history
After the call, the agent logs the summary as a note, updates the stage and creates the task for the next step.
Forgotten deal
The agent flags opportunities with no activity and alerts the salesperson with the last interaction and a suggested contact.
Website lead straight into the funnel
Leads that arrive through the form become a contact and a deal at the right stage, with the source filled in.
Weekly sales forecast
The agent adds up values by stage and salesperson and sends them to the manager with the week's changes.
From the credential to the agent at work, with approval
Get the CRM token
In the RD Station CRM settings, copy the API token from an administrator account or register an OAuth app.
Store it in the iTeam vault
Add the credential and set, per agent, what it can create, edit or only read.
Validate with the sales team
Test with one pilot funnel or salesperson and review the agent's notes before expanding.
Ready-made AI teams that use RD Station CRM
Questions about the RD Station CRM API
Is the RD Station CRM API free?
Generally, the API is available on RD Station CRM plans at no separate cost. Check the limits and features of your plan.
Do I need to write code to use the RD Station CRM API with iTeam?
Not necessarily. The iTeam deployment team sets up the integration from RD Station's documentation and your funnel rules.
Can I connect RD's CRM and Marketing together?
Yes. They are separate integrations, and the agent can use both to carry a lead from marketing into a deal.
