
When this happens...
Trigger Record

Automatically do this!
List campaigns
Create manual segment
Delete a segment
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a record is updated , created or deleted
Triggers when Events are performed on customer
Triggers when Events are performed on Email.
Triggers when Events are performed on messages.
Triggers when a push notification is drafted.
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
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 Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Customer.io 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 Customer.io. 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 MoreCustomer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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