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RD Station CRM Integration

Connect your RD Station CRM to leverage AI-powered insights for customer discovery and deal management.

Features​

Contact Enrichment​

Automatically enrich contact profiles with AI-generated insights:

  • Company analysis
  • Industry trends
  • Buying signals

Deal Scoring​

Intelligent deal scoring based on:

  • Historical win/loss patterns
  • Customer engagement metrics
  • Market conditions

Automation Triggers​

Set up automated actions when AI detects:

  • High-value opportunities
  • At-risk deals
  • Engagement patterns

Configuration​

Step 1: API Connection​

Settings > Integrations > RD Station CRM

Enter your RD Station API credentials to establish the connection.

Step 2: Field Mapping​

Map your RD Station custom fields to Masterminds AI entities for proper data synchronization.

Step 3: Sync Settings​

Configure sync frequency and data filters to optimize performance.

Best Practices​

  1. Start with a subset - Test with a limited contact list before full sync
  2. Review AI suggestions - Validate AI recommendations with your sales team
  3. Iterate on scoring - Refine deal scoring based on actual outcomes

Need help? Contact your dedicated integration specialist.