
When this happens...
Trigger Record

Automatically do this!
Send Note Message
Create Conversation
Change Conversation State
Search for a Profile
Add Segments to Conversation
Send Text Message
Search for Conversation
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a record is updated , created or deleted
Action is the task that follows automatically within your Raynet CRM integrations.
Modifying call data
Modifying event data
Modifying letter data
Modifying task data
Modifying deal data
Modifying price list data

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To start, connect both your Raynet CRM and Crisp accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Crisp (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Crisp. This includes choosing which data fields go into which fields of Crisp, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Crisp 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 Raynet CRM and Crisp. 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.
Raynet 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.
Learn MoreCrisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
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