What it does
Connects your Blip bot to RD Station CRM and RD Station Marketing. From conversations, it creates and updates contacts (leads), manages tags, logs events, and sends active WhatsApp messages triggered by RD Station automations.
Key features
- Create and update contacts in RD Station CRM and Marketing with name, phone, email, and custom fields.
- Look up contacts by email, name, or phone and read custom fields from your account.
- Manage lead tags in Marketing, adding or removing them based on the conversation.
- Log events in Marketing (conversion, start and end of service), bringing the chat history into the lead profile.
- Send bulk active WhatsApp messages using approved templates, with variables filled from each lead's data.
- Sync leads received from RD Station as contacts in Blip.
Requirements
- An account in RD Station CRM and/or RD Station Marketing.
- For WhatsApp sending, create an automation in Marketing with the action "Send Leads to Integration" using the URL generated by the extension.
Benefits
- Keeps leads and fields in sync between the chatbot, the CRM, and marketing without manual work.
- Leverages the automations you already have in RD Station to reach customers on WhatsApp.
- Centralizes service history and conversion events in the lead profile.
Who it's for
Marketing and sales teams that use RD Station and want to connect chatbot conversations to the CRM and their automations.
