Anytime a new person is added to your Raynet CRM, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Raynet CRM - Heartbeat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Whenever a new businesscase is created in your Raynet CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Heartbeat message ensures that everyone knows about the new businesscase and can provide input on the best way to move forward.
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more businesscases. In short, this Raynet CRM - Heartbeat integration is essential for any business to stay organized and ensure that the team is always aware of new businesscases.
You Can Also Connect Raynet CRM or Heartbeat With 1400+ Other Apps
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.
Heartbeat is the best way to bring your community together! It helps you host conversations, events, content, and more on your domain. A perfect way to connect with like-minded people and create meaningful connections.