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RD Station

Consume RD Station API

Actions5

Overview

This node integrates with the RD Station API to register a "Lost" event for a contact, specifically using the "New Conversion" operation. It is designed to mark a lead as lost in a specific funnel, providing a reason for the loss. This is useful for sales and marketing teams who want to track when and why leads are marked as lost within their sales funnels.

Practical scenarios:

  • Automatically updating RD Station when a deal is lost in your CRM.
  • Triggering follow-up workflows or analytics based on lost opportunities.
  • Collecting reasons for lost deals to improve sales processes.

Properties

Display Name Type Meaning
Email String The primary email address of the lead being marked as lost. (Required)
Funnel Name String The name of the funnel where the contact is being marked as lost. (Required)
Reason String The reason explaining why the contact was marked as lost.
Call Status Hidden Internal status field, defaults to "in_progress". Not relevant for this operation.

Output

The output is a JSON object reflecting the response from the RD Station API after registering the "Lost" event. The structure typically includes:

{
  "event_type": "OPPORTUNITY_LOST",
  "event_family": "CDP",
  "payload": {
    "email": "lead@example.com",
    "funnel_name": "Sales Funnel",
    "reason": "Not interested"
  }
}
  • event_type: Always "OPPORTUNITY_LOST" for this resource-operation.
  • event_family: Always "CDP".
  • payload: Contains the submitted data (email, funnel_name, reason).

No binary data is produced by this node.

Dependencies

  • External Service: Requires access to the RD Station API.
  • Authentication: Needs valid RD Station OAuth2 credentials configured in n8n.
  • n8n Configuration: Ensure the "rdStationOAuth2Api" credential is set up in your n8n instance.

Troubleshooting

Common issues:

  • Missing Required Fields: If "Email" or "Funnel Name" is not provided, the node will throw an error.
  • Invalid Email Format: The API may reject requests if the email is not properly formatted.
  • Authentication Errors: Invalid or expired OAuth2 credentials will result in authentication failures.
  • API Rate Limits: Excessive requests may be throttled by RD Station.

Error messages:

  • "Missing required parameter: email": Ensure you provide a valid email address.
  • "Missing required parameter: funnel_name": Make sure the funnel name is specified.
  • "401 Unauthorized": Check your RD Station OAuth2 credentials.
  • "400 Bad Request": Review all input fields for correctness.

Links and References

Discussion