Raynet CRM + awork Integration

Connect Raynet CRM to awork in 1 click

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Raynet CRM + awork Integration

Create awork task for new Raynet CRM person

Raynet CRM and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Raynet CRM, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Raynet CRM + awork Integration

Create awork task for new Raynet CRM businesscase

Imagine this scenario: you've just negotiated a great businesscase with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the businesscase goes through. Wouldn't it be great if there was an easy way to do that right from within Raynet CRM? Well now there is!

With our integration between Raynet CRM and awork, creating task in awork is now easier than ever. Whenever a businesscase is created in Raynet CRM, you can automatically create a corresponding task in awork to keep your team up-to-date.
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Raynet CRM + awork Integration

Create awork project from new Raynet CRM company

If you're using awork to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Raynet CRM, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.
awork + Raynet CRM Integration

Create Raynet CRM person for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this awork - Raynet CRM integration, anytime a new awork client is created, an Raynet CRM person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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awork + Raynet CRM Integration

Create Raynet CRM businesscase from new awork client

Anytime a new client is created in your awork, a new businesscase will automatically be created in your Raynet CRM. This ensures that all of your businesscase are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This awork - Raynet CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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awork + Raynet CRM Integration

Create Raynet CRM company from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a company in Raynet CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Raynet CRM whenever you create a project in awork.
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Raynet CRM + awork Integration
1.
  • Raynet CRM
    Person is created in Raynet CRM Instant
  • Raynet CRM
    Person is updated in Raynet CRM Instant
  • Raynet CRM
    Company is created in Raynet CRM Instant
  • Raynet CRM
    Company is updated in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is created in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is updated in Raynet CRM Instant
  • Raynet CRM
    Product is created in Raynet CRM Instant
  • Raynet CRM
    Product is updated in Raynet CRM Instant
  • Raynet CRM
    Project is created in Raynet CRM Instant
  • Raynet CRM
    Project is updated in Raynet CRM Instant
  • Raynet CRM
    Lead is created in Raynet CRM Instant
  • Raynet CRM
    Lead is updated in Raynet CRM Instant
  • Raynet CRM
    Order is created in Raynet CRM Instant
  • Raynet CRM
    Order is updated in Raynet CRM Instant
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • Raynet CRM
    Create BusinessCase in Raynet CRM
  • Raynet CRM
    Create project in Raynet CRM
  • Raynet CRM
    Search project in Raynet CRM
  • Raynet CRM
    Create person in Raynet CRM
  • Raynet CRM
    Search person in Raynet CRM
  • Raynet CRM
    Update person in Raynet CRM
  • Raynet CRM
    Create company in Raynet CRM
  • Raynet CRM
    Search company in Raynet CRM
  • Raynet CRM
    Update Company in Raynet CRM
  • Raynet CRM
    Create product in Raynet CRM
  • Raynet CRM
    Search product in Raynet CRM
  • Raynet CRM
    Create lead in Raynet CRM
  • Raynet CRM
    Search lead in Raynet CRM
  • Raynet CRM
    Update Lead in Raynet CRM
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Create company in awork
  • awork
    Create Project in awork
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Integrate Raynet CRM & awork In 1 Click
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