Connect Raynet CRM and Guru to Build Intelligent Automations

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Raynet CRM

When this happens...

Choose an Action

Guru

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

Card Created

Card Created

Trigger when a user creates a card.

Board Created

Board Created

Trigger when a new Board Created.

Board Updated

Board Updated

Trigger when a new Board Updated.

Board Deleted

Board Deleted

Trigger when a new Board Deleted.

Board To Pdf Created

Board To Pdf Created

Trigger when a Board To Pdf Created.

Do thisActions

Action is the task that follows automatically within your Raynet CRM integrations.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

Modifying Price List

Modifying Price List

Modifying price list data

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Frequently Asked Questions

How do I start an integration between Raynet CRM and Guru?

To start, connect both your Raynet CRM and Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Guru (or vice versa).

Can we customize how data from Raynet CRM is recorded in Guru?

Absolutely. You can customize how Raynet CRM data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Raynet CRM and Guru?

The data sync between Raynet CRM and Guru typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Raynet CRM to Guru?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Raynet CRM and Guru?

Yes, you can set conditional logic to control the flow of data between Raynet CRM and Guru. 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

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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Guru

About Guru

Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.

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