- Contacts: creates or updates contacts via the RD Station Contacts API.
- Qualification Events: sends contact qualification events (opportunity, sale, or lost) via the RD Station Events API.
- Conversion Events: sends conversions (e.g. a form answer or an NPS response) via the RD Station Events API, with standard and custom fields.
1. Add your RD Station Marketing access
- In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the RD Station option from the list of connectors.
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Click Next and you’ll be prompted to add your access:
- Authorization: Complete RD Station authorization to grant permissions for Nekt to load data.
- Mode: Select the operating mode for the connector:
- Create/Update Contacts: maps your input table columns to RD Station contact fields and creates or updates contacts.
- Qualification Events: maps your input table columns to event fields and sends qualification events (opportunity, sale, or lost) to RD Station.
- Conversion Events: maps your input table columns to conversion fields, including custom fields, and registers one conversion per row in RD Station.
- Enable partial success: Whether the connector should continue trying to sync records after one fails.
- Click Next.
2. Select your data to send
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The next step is letting us know which data you want to send. Select the layer and then the desired table.
Tip: The table can be found more easily by typing its name.
- Click Next.
3. Map your columns
Map the columns from your input table to the corresponding RD Station fields. The available destination fields depend on the mode you selected.Contacts mode
In contacts mode, each row in your input table represents a contact to create or update. Theemail field is required: it’s used as the unique identifier for upserting contacts.
Available destination fields:
You must ensure the records in your input table have a column mapped to
email, as it’s required by the RD Station API to identify contacts.
In this example, you would map:
email → email, full_name → name, phone → mobile_phone, company_city → city.
Qualification Events mode
In qualification events mode, each row in your input table represents a contact qualification event to send to RD Station. This is used to move contacts through your sales funnel by marking them as opportunities, won sales, or lost opportunities. Available destination fields:Both
email and event_type are required for every record. Records missing either field will cause the pipeline to fail (unless partial success is enabled).
Column mapping:
contact_email → email, type → event_type, funnel → funnel_name.
Example input table (qualification events: sale):
Mark contacts as won deals with their sale amounts:
Column mapping:
contact_email → email, type → event_type, funnel → funnel_name, amount → sale_amount.
Example input table (qualification events: lost):
Mark contacts as lost opportunities with a reason:
Column mapping:
contact_email → email, type → event_type, funnel → funnel_name, lost_reason → reason.
Example input table (qualification events: mixed):
You can also send mixed event types in a single table:
Column mapping:
contact_email → email, type → event_type, funnel → funnel_name, lost_reason → reason, amount → sale_amount. Fields that don’t apply to a given event type (e.g. reason for a SALE row) are ignored.
Conversion Events mode
In conversion events mode, each row in your input table becomes one conversion in RD Station, shown with a trophy icon on the lead’s timeline. A conversion creates the lead if it doesn’t exist yet, updates its fields, and can be used to segment leads and as the entry point of automation flows. Use it for events such as form answers or NPS responses. Available destination fields:
The conversion name usually doesn’t come from your data: add it as a column in the Query that builds your input table, e.g.
'NPS Wootric' AS conversion_identifier.
Custom fields
Custom fields are mapped by their API identifier with thecf_ prefix, e.g. cf_nps_score. Find it in RD Station under Settings → Custom fields, and use it exactly as shown.
- Values are sent as text. RD Station’s conversion API expects every field as text, so numbers are sent as text automatically (
9becomes"9"). The exceptions aretagsandlegal_bases(lists) andavailable_for_mailing(true/false). - Checkbox fields expect
1(checked) or0(unchecked). Values of choice fields (combo box, radio button, multiple choice) must match one of the options configured in RD Station exactly.
Column mapping:
contact_email → email, conversion_identifier → conversion_identifier, score → cf_nps_score, comment → cf_nps_comment, answered_at → cf_nps_date.
Set up with the Nekt MCP
The column mapping in the app only lists standard fields, so a destination that maps custom fields (cf_...) is created through the Nekt MCP server. In an AI assistant connected to it, ask for the destination, for example:
Create an RD Station destination in conversion events mode from the tableThe assistant creates a draft, gives you a link to authorize your RD Station account, and then completes the destination. The input table is identified by its id from the catalog listing (<layer>.<nps_table>, running daily at 8:00 (São Paulo time). Mapcontact_email→conversion_identifier→conversion_identifier,score→cf_nps_score,comment→cf_nps_comment.
list_tables).
After it is created, the destination can be edited in the app, but a new
cf_... field can’t be added there yet. To change the custom fields, create the destination again through the MCP.Rejected conversions
When RD Station rejects a conversion, the run log names the field and the reason, e.g.cf_nps_score: Must be of type 'STRING'., and lists the affected contacts grouped by reason. With Enable partial success, the run continues past rejected rows and reports them as errors at the end. If RD Station rejects every row of a run, the run is marked as failed.
4. Configure your RD Station data destination
- Describe your destination for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
- To define your Trigger, consider how frequently you need to have the data updated on the destination (every day, once a week, only at specific times, etc.).
- Click Done.
Check your new destination!
- Once completed, you’ll receive confirmation that your new destination is set up!
- You can view your new destination on the Destinations page. Now, for you to be able to see it on RD Station, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be seen on RD Station.
If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!