
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group

Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact record in ActiveTrail is updated.
Triggers when a contact unsubscribes from receiving further emails.
Triggers when a contact is removed from a group (any group).
Triggers when a contact is added via a signup form.
Triggers when a contact is added via a landing page.
Triggers when a contact is added to a group (any group)
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group by ID
Get details of an Automation by ID
Get a list of all Automations
Delete a campaign by ID
Delete a single contact by ID
List all the account emails sending profiles.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ActiveTrail and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveTrail triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how ActiveTrail data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ActiveTrail and Raynet CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ActiveTrail and Raynet CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn MoreRaynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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