The year 2025 begins with news in segmentations, integrations and new automations between Marketing and Sales. 

Find out more about RD Station for Marketing

Segmentation: clients who have not interacted with flow emails

We started 2025 with a new use case for segmentation, satisfying the requests of our clients. Segmentation allows identifying and classifying contacts who did not interact with emails in automation flows, in order to find new opportunities for strategies to recover engagement with personalized communication. 

It is now easier to create smart segmentations based on the interaction with emails from automation streams. You can identify the contacts that:

• They received or did not receive emails from any stream.
• They opened or did not open emails from any stream.
• They clicked or not on the email links.

With these options, you have more control to create engagement recovery campaigns or deepen relationships with committed leads.

This feature is ideal for those who want to communicate in a more assertive and personalized way, as well as ensuring that no lead goes unnoticed.

Segment your leads depending on the interaction with automation and optimize your strategies, directing communication, nutrition and re-engagement actions to the right people.

Native integration between RD Station Marketing and Salesforce

The new native integration between RD Station Marketing and Salesforce was developed to allow for a more fluid exchange of information between the two platforms, reducing manual tasks and increasing efficiency.

With the new native integration between RD Station Marketing and Salesforce, you can automatically send leads from RD Station to Salesforce through automation streams.

If you use Salesforce, visit the RD Station App Store and discover our new native integration, which eliminates manual import and export tasks, reduces the complexity of integration and allows a more complete analysis between tools.

Integration between RD Station Marketing and RD Station CRM: new automation actions

In marketing-sales integration, we continue to provide automation flows that help your sales team optimize the business process, increasing efficiency through RD Station Marketing automations integrated with RD Station CRM.

Discover the new use cases:

Update task in CRM

The new action «Update Task » in RD Station Marketing allows users to easily update the Subject, Type and Description fields of RD Station CRM tasks.

Additionally, changes can be applied to the latest task or to all business tasks. With this, you will be able to align marketing and sales actions to ensure that information is always up-to-date, increase team productivity, and improve the strategic vision of the sales funnel.

Add annotation with IA

Imagine being able to add detailed and contextual notes to the CRM automatically! This feature uses artificial intelligence to create annotations directly in the latest lead businesses, depending on the goal of automation flow and conversion events.

With a click on the «button I want a suggestion », the IA creates complete and standardized annotations, saving time for your marketing team and providing valuable information to your sales team.

In this way, the seller receives key information about the lead, which facilitates the understanding of the maturity and context of the business.

Result: more productivity among the most effective teams and businesses!

Divide the CRM team route

It is now even easier to adjust the path of a lead from RD Station Marketing to RD Station CRM. By dividing the path the lead will take into the automation flow depending on the team, you and your team vendors will have more qualified leads and a more personalized user experience. In addition, they will be able to lead the right team at the right time.  

Not only will there be better coordination between teams, but you can harmoniously integrate sales operations, ensuring that each team receives qualified leads aligned with their business strategies.

Stay tuned to our blog and don’t miss our news.

May 2025 be a year of very successful strategies!