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WhatsApp RD Station CRM integration: conversations that reach your pipeline
Vinícius Molina
4 min
Sailer AI's WhatsApp RD Station CRM integration connects your company and rep numbers to Meta's official API and sends conversation outcomes into RD Station CRM: contacts and deals created or updated, pipeline stage, and notes with the summary. RD Station stays your CRM; Sailer runs the conversation.
RD Station CRM is the CRM of many sales teams in Brazil, and WhatsApp is where a large share of those sales happen. When the two don't talk, the pipeline shows one thing and the rep's phone shows another. Sailer AI's RD Station CRM integration exists so the pipeline reflects what was agreed on WhatsApp, without manual data entry.
What the WhatsApp RD Station CRM integration does
Sailer AI is a CRM and AI agent platform for sales on WhatsApp. When a customer already uses RD Station CRM, Sailer works on top of it:
- Conversations happen in Sailer, on the official API, with AI agents and reps in the same shared inbox.
- The AI agent replies to the lead, qualifies according to your playbook and hands off to the rep with context.
- The outcome goes to RD Station CRM: contact and deal created or updated, pipeline stage and a note with the summary.
What syncs between WhatsApp and RD Station CRM
| Data | Direction | How it's used |
|---|---|---|
| Contact | RD Station CRM ⇄ Sailer | Read for context; created or updated when a lead arrives on WhatsApp |
| Deal | RD Station CRM ⇄ Sailer | Created or updated from the conversation |
| Pipeline stage | Sailer → RD Station CRM | Updated as the conversation progresses, under rules you define |
| Notes | Sailer → RD Station CRM | Conversation summary for whoever picks up the deal next |
| Custom fields | Sailer → RD Station CRM | Defined per project, based on what the RD Station CRM API supports |
| Event-triggered sends | RD Station CRM → Sailer | Assessed per project, via API or webhook |
To be straightforward: Sailer's deepest integrations today, with large operations in production, are Salesforce and HubSpot. For RD Station CRM we cover the core sales record and agree the rest of the scope in the project, after looking at your pipelines and fields. We'd rather promise less and deliver what was agreed.
What implementation looks like
- Pipeline map. Which pipelines, stages and fields Sailer reads and writes, and when each deal changes stage.
- RD Station CRM connection. Your account admin authorizes Sailer's access.
- Numbers on official WhatsApp. The brand's number and, where it makes sense, reps' numbers through coexistence. See Sailer Fleet.
- Playbook and agents. Qualification criteria, handoff rules and Meta-approved templates.
- Sandbox. About two weeks of simulation, checking what lands in RD Station CRM.
- Go-live. A typical implementation takes about five weeks from kickoff.
Sailer or RD Station Conversas?
RD Station has its own WhatsApp product, RD Station Conversas. According to the company's website, checked in October 2026, it runs on the official WhatsApp API (RD Station is a Meta BSP), integrates natively with RD Station CRM and RD Station Marketing, sends conversation history to the CRM, offers chatbots, AI agents and copilots, and every plan includes unlimited users.
It's a good option, and often the simplest. The honest comparison:
| If what you need is... | Best fit |
|---|---|
| Omnichannel customer conversations with a chatbot, all inside the RD Station ecosystem | RD Station Conversas |
| Integration with RD Station Marketing and CRM without another vendor | RD Station Conversas |
| Each rep's own number on the API, with governance and campaigns by book of accounts | Sailer |
| AI agents that run the sale from first contact to handoff | Sailer |
| Scoring 100% of conversations, human and AI, against the playbook | Sailer (Compass) |
If your team is small and already lives in the RD Station ecosystem, start with Conversas. Sailer makes more sense when the sales operation is large, with dozens or hundreds of reps on WhatsApp, and the problem is governing those conversations and measuring the quality of each one.
Other connections
Beyond RD Station CRM, Sailer connects to Meta Lead Ads, email, Instagram, Google Sheets and in-house systems via API and webhooks. See the overview of WhatsApp CRM integration.
Frequently asked questions
Do I need to leave RD Station CRM to use Sailer?
No. RD Station CRM stays your CRM, with its pipelines, deals and reports. Sailer runs the WhatsApp conversations, with AI agents and reps, and writes the outcome into RD Station CRM. Which fields and stages Sailer reads and writes is agreed with your team at the start of the project.
What does Sailer write into RD Station CRM?
The core of the sales record: it creates or updates the contact and the deal, updates the pipeline stage as the conversation progresses and logs notes with the conversation summary. The scope for custom fields is agreed per project, based on what the RD Station CRM API supports.
How is Sailer different from RD Station Conversas?
RD Station Conversas is RD Station's own customer conversation product, with official WhatsApp, chatbot, AI agents and a native RD Station CRM integration. Sailer focuses on larger sales operations: each rep's own number under governance, agents trained on your sales playbook and scoring of 100% of conversations.
Does the integration use the official WhatsApp API?
Yes. Sailer is an official Meta partner (Tech Provider) and only runs on the WhatsApp Business Platform. Through coexistence, reps can keep their own number in the WhatsApp Business app while conversations are logged in Sailer and the outcome reaches RD Station CRM.
