RD Station CRM integration for AI agents that keep deals moving
RD Station CRM is the sales CRM from RD Station, used by sales teams at small and mid-sized Brazilian companies to manage the funnel, deals, tasks and the link with RD Station Marketing. This page is for sales teams that sell in Brazil. The agent creates and updates contacts, companies, deals and tasks through the public RD Station CRM API, which iTeam's HTTP tool learns by reading the API documentation.
What AI agents do with RD Station CRM
Lead from RD Marketing handled on the spot
When the lead becomes an opportunity in RD Station Marketing, the agent makes the first contact, qualifies it and creates the deal in the CRM with the answers. The salesperson receives it with the context already there.
Deal updated from the conversation
The agent reads the salesperson's WhatsApp and email conversations with the customer and suggests the stage change and the next step. The salesperson confirms with one click.
Proposal expiring with no reply
The agent tracks proposals sent without a response and creates a follow-up task with suggested text. Forgotten deals show up for the manager.
Order created in the ERP when won
When a deal is marked as won, the agent creates the customer and the order in the ERP with the products negotiated. Finance receives the notice to invoice.
Connect RD Station CRM once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in RD Station CRM, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in RD Station CRM and what it cost, all on record.
Ready-made AI teams that use RD Station CRM
Often used together with RD Station CRM
Questions about RD Station CRM and AI agents
Does iTeam integrate with RD Station CRM?
Yes. iTeam connects through the public RD Station CRM API with the token of your account.
Does the agent change owners or delete deals?
Only with the permission you define. Changes of owner and deletions can require manager approval.
Does it work together with RD Station Marketing?
Yes. The agent can read the lead's source and score in Marketing and work the deal in the CRM.
