How to integrate Yay! Forms with Rd Station Crm

Follow the steps below to connect your Yay! Forms form with RD Station CRM:

**1. **Access the form

Open the desired form and go to the Integrate tab. There, you will find the integration with RD Station CRM. Click Configure to start setting up your RD Station CRM account.

2. Connect your RD Station account

When accessing the integration screen, you will need to connect your RD Station account.

3. Create contacts

You can now map your form fields to the contact fields in RD Station CRM, so the contact will be created using the responses from the mapped fields.

4. Create deals

You can also map your form fields to the deal fields in RD Station CRM. To do this, you must first select a sales pipeline, an owner for the deal, and the pipeline stage where this deal will be created.

Right after that, you can map the fields for your deal. Keep in mind that, if you want to link the contact to the deal, this is possible — just enable this option as shown below:

5. Create companies

You can also map your form fields to the fields of the companies created in RD Station CRM. To do this, you must first select which segment the company belongs to (if left blank, it will have no segment), and select an owner for the company.

Right after that, you can map the fields for the created company.

6. Send conversions

You can send conversions to RD Station CRM linked to the created contact. Just enable this option and enter, in the corresponding field, the name of the conversion you want to send.

7. Conditional Sending Based on Responses

This feature allows you to set conditions for sending data to RD Station CRM. Depending on the user’s response, the information will only be sent to the platform if the established condition is met.

Follow the steps below to connect your Yay! Forms form with RD Station Marketing:

**1. **Access the form

Open the desired form and go to the Integrate tab. There, you will find the integration with RD Station Marketing. Click Configure to start setting up your RD Station Marketing account.

2. Connect your RD Station account

When accessing the integration screen, you will need to connect your RD Station account.

3. Map the fields

You can now map your form fields to the contact fields in RD Station Marketing, so the contact will be created using the responses from the mapped fields.

4. Send conversions

You can send conversions to RD Station Marketing linked to the created contact. Just enable this option and enter the name of the conversion you want to send in the corresponding field.

5. Add tags to responses

If desired, you can add tags to the submitted responses. To do this, simply click Add tags to your response and select a tag.

6. Conditional Sending Based on Responses

This feature allows you to set conditions for sending data to RD Station Marketing. Depending on the user’s response, the information will only be sent to the platform if the established condition is met.

If you’d like to better understand how our conditional system works, you can access our help article How to Create Expressions for Conditional Execution of Integrations.

8. Send previous responses

You can enable the Run on Previous Responses option. When activated, all responses already recorded so far will be sent to RD Station CRM, not just the new ones.

We hope you enjoy this new integration! 😊

If you have any questions or suggestions, feel free to contact us at [help@yayforms.com]().

Updated on: 03/12/2025