Connect Raynet CRM and Sisense to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
- Request a new Action for Sisense
Enable Integrations or automations with these events of Raynet CRM and Sisense
Enable Integrations or automations with these events of Raynet CRM and Sisense
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 Sisense accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Sisense (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Sisense. This includes choosing which data fields go into which fields of Sisense, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Sisense 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 Sisense. 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.
Learn MoreAbout Sisense
Sisense is a leading business intelligence and data analytics platform that empowers organizations to make data-driven decisions. It provides powerful tools for data visualization, reporting, and dashboard creation, enabling users to transform complex data into actionable insights. With its user-friendly interface and robust analytics capabilities, Sisense helps businesses of all sizes to harness the power of their data for strategic growth and operational efficiency.
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