Create Raynet CRM businesscase for new Datelist event
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 event is created in Datelist, 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.