Raynet CRM + Checkvist Integration

If you're using Raynet CRM and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a businesscase is created in Raynet CRM, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each businesscase and ensure that all the necessary steps are taken. To get started, click on activate, connect your Raynet CRM and Checkvist accounts and start creating businesscase!

When you create a new person in Raynet CRM, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Raynet CRM and Checkvist!