Raynet CRM + Acuity Scheduling Integration

As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Acuity Scheduling with Raynet CRM? This integration will allow you to automatically create a person for each new order in Raynet CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a businesscase in Raynet CRM.

But manually creating a businesscase can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Acuity Scheduling, it will trigger a corresponding businesscase creation in Raynet CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using businesscase, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.