NATIVE INTEGRATION · RD STATION × MARKETING.CHAT

New integration

Run your RD Station CRM from chat.

Ask, query and execute actions on your pipeline in plain language — without opening RD. 55 actions covering deals, contacts, tasks, notes, products and pipelines. One-click connect from the Integrations modal.

See your sales pipeline grouped by stage right in the chat.
Create deals, move stages and update contacts without leaving.
55 actions covering deals, contacts, tasks, notes and products.

Get started free See what's covered

marketing.chat / chat

show me open deals by pipeline stage

Sales Pipeline · 23 open deals

Prospecting8 deals · R$ 142k
Qualification6 deals · R$ 98k
Proposal5 deals · R$ 187k
Negotiation4 deals · R$ 213k

live data · RD Station CRM

55 available actionsRead + write1-click connect

01 / QUERY

What you can ask.

Everything in your CRM becomes conversation context. Ask the way you'd ask an analyst — the AI translates to API, pulls the real data and replies with analysis.

"Show me open deals by stage."

"Which deals were won this week?"

"Today's tasks for the sales team."

"Deals stuck for over 14 days."

"Top 5 reps by average ticket this month."

"Contacts created last week with no deal attached."

02 / EXECUTE

What you can make happen.

RD CRM is one of the few integrations with write permission. You don't just read — you operate the pipeline from chat.

"Create a R$ 50k deal for Acme at the Proposal stage."

"Move deal #1234 to won with reason 'competitive price'."

"Add a note to Y's deal: customer asked for a discount."

"Create a follow-up task for tomorrow 10am on deal Z."

"Update João Silva's phone number."

"List products on deal #1234 and add the Pro Plan item."

03 / SCOPE

Honest about what's covered — and what isn't.

Marketing.Chat's AI has an official capability catalog. Ask "do you integrate with X?" and it answers based on that catalog — not on guesses.

●

Covers

✓Deals — create, update, move between stages, win, lose
✓Contacts — create, list, update, filter by custom fields
✓Tasks — create, update, mark complete
✓Pipelines and stages — list, query configuration
✓Deal notes — add, list, pin
✓Catalog products — list, link to deals
✓Campaigns, segments, sources, lost reasons, users, custom fields

○

Doesn't cover (here)

RD Station Marketing — that's our other integration, with 10 dedicated tools for campaign analytics, conversion funnel, forms, LPs and automation flows.

See RD Station Marketing integration →

04 / TRUST

Why this isn't like asking generic ChatGPT.

Real data, always

The AI calls the RD CRM API and shows a TOTAL_DE_REGISTROS block after every query. If the API returned 12 deals, it answers 12 — never invents numbers.

Knows what it doesn't know

Ask about RD Marketing inside the CRM integration and it says "that capability lives in the RD Marketing integration" instead of fabricating a plausible answer.

Does exactly what you asked

"List deals" delivers a list. "Create deal" creates a deal. Extra suggestions become a question at the end — never replace the request.

Smart routing

When you ask about CRM, only the 55 CRM tools enter the context. "Write some copy" loads no tools at all — model generates plain text, faster and cheaper.

05 / HOW TO CONNECT

Connects in 30 seconds.

01
Create your account
Open Marketing.Chat and start any conversation.
02
Open Integrations
Click Integrations in the chat and pick RD Station CRM under "Available to connect".
03
Authorize
Log into RD Station, authorize access and you're done. The AI can now query and operate your pipeline.

06 / USE CASES BY ROLE

Who else benefits on the team.

Sales rep

Asks "what are my tasks today?" first thing. Updates deals and adds notes inside chat while talking to the customer — no juggling 3 tabs.

Sales manager

"Which deals are stuck 14+ days?" and "Top 5 reps by average ticket" become one-liners. Acts on the data in the same place she read it.

RevOps / Marketing

Crosses pipeline data with GA4, Google Ads and Meta in the same conversation. "Which channel brought the deals won this month?" — no spreadsheet export.

Frequently asked questions

Can the AI actually create and modify deals in my CRM, or just query?

Both. The RD CRM integration has write permission: it creates deals, updates stages, adds notes, creates tasks, updates contacts. RD Marketing, on the other hand, is read-only (analytics).

Is it safe? How do you keep the AI from inventing data or actions?

Three layers: (1) every query returns a structured TOTAL_DE_REGISTROS block to close the gap of the AI fabricating records; (2) the AI is forbidden from inventing content from metadata; (3) write actions are visible in the conversation before being executed.

Which plan is this integration on?

All paid plans. Connection happens through the Integrations modal inside the chat, under "Available to connect".

Do you integrate with RD Station Marketing too?

Yes — it's a separate integration with 10 tools focused on campaign analytics, conversion funnel, forms, landing pages, pop-ups, emails and automation flows. See the dedicated RD Marketing page.

What if the integration doesn't cover what I need?

The AI has an official capability catalog. Ask about something out of scope and it answers in the COVERS / DOESN'T COVER / NEXT STEP format instead of inventing an answer. Public roadmap includes HubSpot, Salesforce and Pipedrive.

Does the integration affect my data inside RD Station?

Only when you explicitly request a write action ("create deal", "move deal", "add note"). Read-only queries change nothing. You can revoke access at any time inside RD Station itself.

Put your RD CRM to work — from chat.

Start free →I have an account — open Integrations