How to integrate Spotter with RD Station Marketing - Spotter V2

Integration with RD Station

RD Station is a tool to manage and automate your Digital Marketing actions. Follow the steps described below to integrate Exact Spotter with RD Station quickly and easily.

But stay tuned! Integration is different depending on your RD Station Marketing license. 

Step by step to perform the integration

• Light and Basic Plans:
• Pro and Enterprise Plans

If your RD Station Marketing account has a  Light  or  Basic plan , you can configure the sending of a lead to Exact Spotter through the  webhooks configuration . See step by step below:

1.  In RD Station, go to your Account drop-down menu   and click on  Integrations :

2.  Click  Configure  in the webhooks area: 

3.  Click  Create Webhook   to create the new webhook:

4.  Enter a  Name  to identify your webhook and choose your   execution trigger . In the URL field, insert the URL that will send it to Exact Spotter : https://api.exactsales.com.br/rd/v1/SEUTOKEN . 

5.  Return to  Exact Spotter  and locate the  Exact Api Token . To do so, access  Menu Settings > Manage Integrations > Token Exact API .

6.  After opening the  Token Exact API page , copy the  token  as shown in the image and  replace it  with the SEUTOKEN   shown in the URL shown in item 4 of this article.

7.  Then click on  Save Webhook ;

That's it, now the leads that undergo the execution of the event configured in this webhook will be sent to the informed URL.

IMPORTANT:  these plans have limited triggers for the webhook. If you want to send to specific origins/markets and need this information in Spotter, this is not possible. You can only do 1 upload webhook to Spotter.

Pro and Enterprise Plans

ATTENTION: To carry out the integration, you must access Exact Spotter with the Manager profile. 

1. Login to the Exact Spotter page with a Manager account.

• Enter your email and password and click Login.

2.  After  login , go to Settings > Integrations menu. 

3.  Accessing the  Settings  >  Integrations menu, in the DIGITAL MARKETING  option,  select  Integration with RD Station  and click  Authorize . 

 After clicking  Authorize  you will be directed to the  Authentication 2.0 screen . 

4.  Click  Select Account , include your  RD Station  account details  , choose the company  and click  Finish .

After logging into your RD Station account, your integration is complete. 

 5.  In RD Station, access the  menu Relate  >  Marketing Automation  to configure the flows that will send  leads  to  Spotter .

6.  Click the  Create Flow button  to create a new automation flow.  

 7.  Enter a  name  to identify the flow within RD Station and click on the  Continue button . 

8.  On the Entry tab   , choose between Converted to the Event or  Entered the Segmentation List :

• Converted on Event : When the flow is activated,  Leads  that convert on the  selected event  will enter the flow. 

• Entered Segmentation List : When the flow is activated, the  Leads  that meet  the segmentation criteria  will enter the flow.

IMPORTANT:  The entry condition must be chosen according to the company's marketing plans. 

9 . After that, click on the Actions tab, hold and drag the option Send to URL (Integration) to the side screen.

10.  In the URL to post field   , insert the URL that will send it to  Exact Spotter : https://api.exactsales.com.br/rd/v1/YOURTOKEN 

11.  Return to  Exact Spotter  and locate the  Exact Api Token . To do so, access  Menu Settings > Integrations > Token Exact API .

12.  After opening the  Token Exact API page , copy the  token  as shown in the image below and  replace it  with  SEUTOKEN .

13.  Then, in RD Station, click on the  Save and Activate button . A screen will open with a summary of your settings. Review them and if they are correct click on the  Activate Flow button .

That's it, now the Leads that go through this flow inside the RD Station will be sent to Spotter .

Additional Information

When discarding a lead in Exact Spotter, it will be sent as a lead to RD Station Marketing regardless of the number of contacts within Spotter.

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