Using the Erathos platform

When selecting RD Sttaion CRM as a new connector on the Erathos platform, you will need to name your connection and fill in the following form:

How to find my RD Station Token?

1. Log in to your RD Station CRM account

2. Click on username, in the top right corner

3. In the dropdown menu, click on Profile

4. If you have already generated a token, you can use the same one, which will be shown in the texto Instance Token field

5. In case there is no token inthe field mentioned, click on Generate Token

   Warning: The Disable Token button will irreversibly undo all API or webhook integrations for the user. Even if the user clicks the Generate Token button again afterward, a different code will be generated, and the integrations will need to be set up again. Therefore, only use this button if you really want to undo the integrations!

With this connection created you can seemlessly move your RD Station CRM data to your BigQuery, Redshift or Postgres data-warehouse.

What information can I bring to my data-warehouse with the Erathos platform?

• tasks

• activities

• deals

• deal_contacts

• deal_products

• users

• teams

• organizations

• contacts

• products

• pipelines

• pipeline_stages

• sources

• campaigns

• deal_details