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RD Station CRM and Salesforce integration
Save yourself the work of writing custom integrations for RD Station CRM and Salesforce and use n8n instead. Build adaptable and scalable workflows that work with your technology stack. All within a building experience you will love.
How to connect RD Station CRM and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own RD Station CRM and Salesforce integration
Create custom RD Station CRM and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
What can you do with RD Station CRM?
Get Many
Get
Create
Update
Get Many
Get
Create
Update
Create
Get Many
Update
Get Pipelines
Get Custom Fields
Get Users
Get Deal Sources
Get Many
Get
Create
Update
Get Many
Get
Create
Update
Create
Delete
Get
Get Many
Update
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
RD Station CRM and Salesforce integration details
Other integrations with Salesforce
FAQs
FAQ
Can RD Station CRM connect with Salesforce?
Can I use RD Station CRM’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating RD Station CRM and Salesforce?
How to get started with RD Station CRM and Salesforce integration in n8n.io?
Need help setting up your RD Station CRM and Salesforce integration?
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Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…
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