Connect Raynet CRM and yesinsights to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
- Request a new Action for yesinsights
Enable Integrations or automations with these events of Raynet CRM and yesinsights
Enable Integrations or automations with these events of Raynet CRM and yesinsights
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
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Raynet CRM and yesinsights accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in yesinsights (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in yesinsights. This includes choosing which data fields go into which fields of yesinsights, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and yesinsights 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 yesinsights. 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 yesinsights
YesInsights allows you to create one-click surveys for your team or clients, giving you actionable feedback to move your business forward.
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