In Pluga, Claude acts as an intermediate step. It receives data from a source tool, processes it with AI, and sends the response to RD Station. This enables useful applications for marketing, sales, and support teams, such as: Lead enrichment at capture — A lead responds to a Facebook Lead Ads ad → Claude identifies the segment, possible pain points, and commercial context based on form responses → Structured profile is recorded as a field or note in RD Station. Categorization by sales argument — A lead converts on a campaign with a descriptive ad name → Claude interprets the metadata (campaign, targeting, creative) and identifies the argument that drove the conversion → Tag or custom field is updated in RD Station. Onboarding briefing generation — A deal is marked as won in RD Station CRM → Claude generates a summary with client context, contracted product, and suggested next steps → Briefing is sent as a card description in Trello with a deadline already set.
  • Languages: Portuguese, Spanish, English

  • Created by: Pluga

  • Website

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