Popular DaySchedule + Raynet CRM Workflows
Create DaySchedule event for new Raynet CRM company
Create Raynet CRM businesscase for new DaySchedule 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 DaySchedule, 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.
Update Raynet CRM person from new DaySchedule event
When Event scheduled in DaySchedule > Check any condition > Create person in Raynet CRM
When Event scheduled in DaySchedule > Check any condition > Create lead in Raynet CRM
When Event scheduled in DaySchedule > Check any condition > Create BusinessCase in Raynet CRM
When BusinessCase is created in Raynet CRM > Create a resource in DaySchedule
When BusinessCase is created in Raynet CRM > Create booking in DaySchedule
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DaySchedule is a versatile appointment scheduling solution that simplifies your booking process. It helps simplify bookings with personalized pages, calendar syncing, payments, ratings/feedback, and centralized meeting management
See DaySchedule IntegrationsRaynetCRM 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.
See Raynet CRM Integrations❤Trusted by 10,000+ Customers
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