Live Chat + Raynet CRM Integration

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Live Chat + Raynet CRM Integration

Create Raynet CRM person from new Live Chat ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Raynet CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Raynet CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Raynet CRM.

This makes it easy to keep track of your support tickets and persons in one place.
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Live Chat + Raynet CRM Integration
1.
  • Live Chat
    Ticket is created in Live Chat Instant
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat changed in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat Instant
  • Raynet CRM
    Person is created in Raynet CRM Instant
  • Raynet CRM
    Person is updated in Raynet CRM Instant
  • Raynet CRM
    Company is created in Raynet CRM Instant
  • Raynet CRM
    Company is updated in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is created in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is updated in Raynet CRM Instant
  • Raynet CRM
    Product is created in Raynet CRM Instant
  • Raynet CRM
    Product is updated in Raynet CRM Instant
  • Raynet CRM
    Project is created in Raynet CRM Instant
  • Raynet CRM
    Project is updated in Raynet CRM Instant
  • Raynet CRM
    Lead is created in Raynet CRM Instant
  • Raynet CRM
    Lead is updated in Raynet CRM Instant
  • Raynet CRM
    Order is created in Raynet CRM Instant
  • Raynet CRM
    Order is updated in Raynet CRM Instant
2.
  • Raynet CRM
    Create BusinessCase in Raynet CRM
  • Raynet CRM
    Create project in Raynet CRM
  • Raynet CRM
    Search project in Raynet CRM
  • Raynet CRM
    Create person in Raynet CRM
  • Raynet CRM
    Search person in Raynet CRM
  • Raynet CRM
    Update person in Raynet CRM
  • Raynet CRM
    Create company in Raynet CRM
  • Raynet CRM
    Search company in Raynet CRM
  • Raynet CRM
    Update Company in Raynet CRM
  • Raynet CRM
    Create product in Raynet CRM
  • Raynet CRM
    Search product in Raynet CRM
  • Raynet CRM
    Create lead in Raynet CRM
  • Raynet CRM
    Search lead in Raynet CRM
  • Raynet CRM
    Update Lead in Raynet CRM
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