Connect Raynet CRM and Zoho Desk to Build Intelligent Automations

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Raynet CRM

When this happens...

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Zoho Desk

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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

Contact Updated

Contact Updated

Triggers when a contact's details are updated.

New Task

New Task

Triggers when a new task is created in Zoho Desk.

Task Updated

Task Updated

Triggers when an existing task is updated.

New Account

New Account

Trigger when new account is created

New Agent

New Agent

Trigger when new agent is 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 Zoho Desk?

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

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

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

How often does the data sync between Raynet CRM and Zoho Desk?

The data sync between Raynet CRM and Zoho Desk 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 Zoho Desk?

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 Zoho Desk?

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

About Zoho Desk

Zoho Desk is a cloud-based customer service software that helps businesses deliver top-notch customer support to their clients. It features tools for managing tickets, automating workflows, and analyzing performance metrics.

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