Connect Togile and Raynet CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Edit Lead
Choose an Action
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
Ready to use Togile and Raynet CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
Trigger Record
Triggers when a record is updated , created or deleted
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
Create User
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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Frequently Asked Questions
To start, connect both your Togile and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Togile data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Raynet CRM 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 Togile and Raynet CRM. 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 Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
Learn MoreAbout 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 More
