Raynet CRM + ClickUp Integration

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 ClickUp 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 ClickUp, creating task in ClickUp is now easier than ever. Whenever a businesscase is created in Raynet CRM, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.

If you're using Raynet CRM and ClickUp 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 checklist will automatically be created in ClickUp.

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 ClickUp accounts and start creating businesscase!

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

You can customize your ClickUp 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 ClickUp!

Raynet CRM and ClickUp 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 ClickUp? 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.