By integrating your RD Station account, you can pass leads captured by Guru, buyer data, and sale data in order to segment your contacts in RD Station, to engage in a personalized way while monitoring conversions and revenue.
To activate the integration, you need to connect your RD Station account, then define the rules for contact segmentation, and map additional fields of the sale or subscription.
On this page:
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Step 1: Activate the integration
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What to do next
Before you begin, you need to:
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Have an RD Station account.
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Be an administrator user or have permission to perform the following actions.
Step 1: Activate the integration
In this step, you will activate the RD Station integration in Guru.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > RD Station.
3 - In the Details tab, click Connect.
4 - Access your RD Station account with your username and password.
5 - Click Continue.
6 - Click Connect.
To confirm that the integration is active, you should see a notice in the upper right corner.
What to do next
Once the RD Station integration is active, you must configure the rules for segmenting contacts in RD Station; and map any additional fields you want (optional step).
This configuration is done through:
1 - Sales Status Mapping for RD Station;
2 - Sending Custom Data to RD Station.