Raynet CRM + BoldDesk Integration

Connect Raynet CRM to BoldDesk in 1 click

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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
  • BoldDesk
    Ticket property is updated in BoldDesk Instant
  • BoldDesk
    Ticket private notes is created in BoldDesk Instant
  • BoldDesk
    Ticket is created in BoldDesk Instant
  • BoldDesk
    Contact is updated in BoldDesk Instant
  • BoldDesk
    Contact is created in BoldDesk Instant
  • BoldDesk
    Approval is rejected in BoldDesk Instant
  • BoldDesk
    Approval is approved in BoldDesk Instant
  • BoldDesk
    Approval request is created in BoldDesk Instant
  • BoldDesk
    Activity is updated in BoldDesk Instant
  • BoldDesk
    Activity is deleted in BoldDesk Instant
  • BoldDesk
    Ticket reply is created in BoldDesk Instant
  • BoldDesk
    Activity is created in BoldDesk Instant
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BoldDesk + Raynet CRM Integration

Create Raynet CRM person from new BoldDesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Raynet CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Raynet CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Raynet CRM.

This makes it easy to keep track of your support tickets and persons in one place.
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Raynet CRM + BoldDesk Integration

Create BoldDesk ticket for new Raynet CRM businesscase

Raynet CRM is a great tool for managing customer relationships. However, when an businesscase is created in Raynet CRM, it can be difficult to track the progress of that businesscase and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in BoldDesk whenever an businesscase is created in Raynet CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the businesscase.
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Top 10 Most Popular Raynet CRM Automations from
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Google Forms logo
Create Google Forms response for new Raynet CRM businesscase
Activate
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WooCommerce logo
Create WooCommerce order for new Raynet CRM businesscase
Activate
Google Sheets logo
Raynet CRM logo
Create Raynet CRM person for new Google Sheets row
CompanyHub logo
Raynet CRM logo
Create Raynet CRM person for new CompanyHub record
Salesforce logo
Raynet CRM logo
Create Raynet CRM person for new Salesforce record
Raynet CRM logo
Google Forms logo
Create Google Forms response for new Raynet CRM businesscase
Activate
Raynet CRM logo
WooCommerce logo
Create WooCommerce order for new Raynet CRM businesscase
Activate
Google Sheets logo
Raynet CRM logo
Create Raynet CRM person for new Google Sheets row
CompanyHub logo
Raynet CRM logo
Create Raynet CRM person for new CompanyHub record
Salesforce logo
Raynet CRM logo
Create Raynet CRM person for new Salesforce record
Raynet CRM logo
SureCart logo
Create SureCart contact for new Raynet CRM person
Raynet CRM logo
Shoprocket logo
Create Shoprocket customer for new Raynet CRM person
Raynet CRM logo
SQL Server logo
Create SQL Server row for new Raynet CRM businesscase
Raynet CRM logo
Fusioo logo
Create Fusioo record for new Raynet CRM businesscase
Raynet CRM logo
WaliChat  logo
Share updated Raynet CRM businesscase via WaliChat message
Raynet CRM logo
SureCart logo
Create SureCart contact for new Raynet CRM person
Raynet CRM logo
Shoprocket logo
Create Shoprocket customer for new Raynet CRM person
Raynet CRM logo
SQL Server logo
Create SQL Server row for new Raynet CRM businesscase
Raynet CRM logo
Fusioo logo
Create Fusioo record for new Raynet CRM businesscase
Raynet CRM logo
WaliChat  logo
Share updated Raynet CRM businesscase via WaliChat message
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Raynet CRM
Raynet CRM
RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.
BoldDesk
BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.