Connect Raynet CRM and fleep to Build Intelligent Automations
Enable Integrations or automations with these events of Raynet CRM and fleep
Enable Integrations or automations with these events of Raynet CRM and fleep
Triggers
Trigger Record
Triggers when a record is updated , created or deleted
Actions
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and fleep accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in fleep (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in fleep. This includes choosing which data fields go into which fields of fleep, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and fleep 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 fleep. 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.
About Raynet CRM
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.
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About fleep
Fleep is your own business messenger. Leave email behind and manage all conversations with your team, partners and clients in Fleep. If some of them are not Fleep users yet, you can include them in the conversation with their email address and they will receive all the messages and files as normal emails.
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