This article will help you connect your Yay! Forms form to Rd Station CRM, configure the integration, and understand the available options for sending form data (including contacts, deals, companies, conversions, conditional sending, and sending previous responses).
Steps to connect Yay! Forms with Rd Station CRM
1. Access the form
Open the desired form and go to the Integrate tab. There, you will find the Rd Station CRM integration. 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
Now you can map your form fields to your contact fields in Rd Station CRM, so the contact will be created with the answers from the mapped fields.
4. Create deals
You can also map your form fields to your deal fields in Rd Station CRM. To do this, you first need to select a sales pipeline, a deal owner, and which stage of the pipeline the deal will be placed in.
After that, you can map your deal fields. Keep in mind that if you want to link the contact to the deal, it’s possible—just enable this option as shown below:
5. Create companies
You can also map your form fields to the fields of the company created in Rd Station CRM. To do this, you first need to select the company segment (if you leave it blank, it will have no segment), and you must select a company owner.
After that, you can map the fields of your 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 define conditions for sending data to Rd Station CRM. That way, depending on the user’s response, the information will be sent to the platform only if the defined condition is met.
If you’re interested in better understanding how our conditional system works, you can access our help article: Como Criar Expressões para Execução Condicional de Integrações.
8. Send previous responses
You can enable the Run on Previous Responses option. When you activate it, all responses already recorded so far will be sent to Rd Station CRM, not just the new ones.
Conclusion
You learned how to set up the Yay! Forms integration with Rd Station CRM, map form fields to create contacts, deals, and companies, and use additional options such as sending conversions, applying conditional sending rules, and sending previously collected responses.