Integration · Marketing and CRM

Official WhatsApp + RD Station.

brisk4 closes the loop between demand generation in RD Station and customer service on WhatsApp. A lead converting on a form is approached within minutes, and what happens in the conversation flows back to RD as a conversion event and a deal update.

What syncs

RD Station objects inside the conversation.

RD Station objects synchronised with brisk4 customer service.
RD Station objectDirectionTrigger
Lead (Contact)RD → brisk4A form or landing page conversion triggers WhatsApp outreach within minutes.
Conversion eventbrisk4 → RDMeaningful chat interactions become conversion events, feeding lead scoring and automation.
Deal (RD CRM)brisk4 ↔ RDAn AI-qualified lead creates the deal; a stage change in the CRM fires a message.
Tags and segmentationbrisk4 → RDInterest identified in the conversation applies the matching tag for email nurture flows.
Opt-outbrisk4 ↔ RDAn unsubscribe requested on WhatsApp propagates to RD, and vice versa, keeping the base compliant.
Ready-made flows

What goes live first.

  1. Speed to lead in minutesA conversion on the RD form fires the webhook, and brisk4 reaches out over official WhatsApp while the lead is still warm, with an approved template, before a competitor answers.
  2. Lead scoring fed by the conversationWhat the lead says in chat becomes a conversion event in RD: product interest, budget, timing. Scoring stops depending on email clicks alone.
  3. Nurture that respects the channelIf the lead is already chatting on WhatsApp, brisk4 tags them in RD and the email flow pauses. No customer receives the same offer through two channels.
How we connect

Method and prerequisites.

RD Station API

brisk4 consumes the public API of RD Station Marketing and RD Station CRM, authenticated with OAuth 2.0.

Conversion webhook

RD notifies brisk4 at the moment of conversion, which is what makes minute-level outreach possible without periodic polling.

Custom events

Chat interactions are sent as custom conversion events, available for automation and segmentation inside RD.

Covered products
RD Station Marketing and RD Station CRM
Required access
Authorised app in your RD account
Authentication
OAuth 2.0
Opt-in
A base with valid consent for WhatsApp contact
Templates
First-contact messages approved on the Meta Official API
RD plan
API and webhook features according to your RD Station plan
Frequently asked questions

RD Station and brisk4: questions.

How fast is an RD lead approached on WhatsApp?

Within minutes. The form conversion fires a webhook to brisk4, which sends the first-contact message through a template approved on the Official API. There is no periodic polling and no batch job to wait for.

Does the conversation flow back to RD Station?

It does. Meaningful interactions become conversion events in RD, feeding lead scoring, segmentation and automation. Interest tags identified by the AI are written to the contact too.

Can I use brisk4 with RD Station Marketing only, without the CRM?

Yes. The Marketing integration covers conversions, events and tags. If you do not use RD Station CRM, the pipeline can live in brisk4 own CRM module.

How is opt-out handled between email and WhatsApp?

Unsubscribes propagate both ways. Anyone asking to stop receiving WhatsApp messages has that reflected in RD, which keeps the base compliant with the LGPD and with Meta policies.

Close the loop on your RD.

In the free assessment we map your conversions, lead volume and where response time is costing revenue.