RD Station CRM
by RD Station
Brazilian sales CRM from RD Station (TOTVS) with deals, contacts and pipelines.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
02Data
What you can sync.
- Deals
- Contacts
- Organizations
- Tasks
- Pipelines
Model RD Station CRM deals once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other RD Station CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
RD Station CRM uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in RD Station if you need help.
04How it works
How it works in DataMind.
-
Pick RD Station CRM.
Open Lake, pick RD Station CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the RD Station CRM API docs.
-
Answer a few questions.
The AI reads the RD Station CRM documentation, then asks which credentials you will use, which data to sync (for example deals and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then RD Station CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
