Raynet CRM + Pipefy Integration

Connect Raynet CRM to Pipefy - Automate your workflows in 1-click

Make use of Raynet CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Pipefy automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Raynet CRM & Pipefy using Integrately.

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Ready Workflows For Raynet CRM + Pipefy Integration

Just click on the workflow you want to automate

Create Pipefy card for new Raynet CRM person

Raynet CRM + Pipefy Integration

Activate

Create Pipefy card for updated Raynet CRM person

Raynet CRM + Pipefy Integration

Activate

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Create Your Own Raynet CRM & Pipefy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Raynet CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Raynet CRM
Triggers the automation whenever a person's profile is updated
Instant
Company is created in Raynet CRM
Triggers the automation whenever a new company is created
Instant
Company is updated in Raynet CRM
Triggers the automation whenever a company is updated
Instant
BusinessCase is created in Raynet CRM
Triggers the automation whenever a new BusinessCase is created
Instant
BusinessCase is updated in Raynet CRM
Triggers the automation whenever a BusinessCase is updated
Instant
Product is created in Raynet CRM
Triggers the automation whenever a new product is created
Instant
Product is updated in Raynet CRM
Triggers the automation whenever a product is updated
Instant
Project is created in Raynet CRM
Triggers the automation whenever a new project is created
Instant
Project is updated in Raynet CRM
Triggers the automation whenever a project is updated
Instant
Lead is created in Raynet CRM
Triggers the automation whenever a new lead is created
Instant
Lead is updated in Raynet CRM
Triggers the automation whenever the lead information is updated
Instant
Order is created in Raynet CRM
Triggers the automation whenever a new order is created
Instant
Order is updated in Raynet CRM
Triggers the automation whenever any order is updated
Instant
Card is created in Pipefy
Triggers the automation whenever a card is archived
Instant
Card is moved in Pipefy
Triggers the automation whenever a card is moved in the workflow
Instant
Card field is updated in Pipefy
Triggers the automation whenever a card field is updated
Instant
Card is completed in Pipefy
Triggers the automation whenever a card is marked as completed
Instant
Card gets late in Pipefy
Triggers the automation whenever a card gets late
Instant
Card is expired in Pipefy
Triggers the automation whenever a card expires
Instant
Card becomes overdue in Pipefy
Triggers the automation whenever a card is past its due date
Instant

Create BusinessCase in Raynet CRM
Automatically creates a new business case
Create project in Raynet CRM
Automatically creates a new project
Search project in Raynet CRM
Automatically searches for a project
Create person in Raynet CRM
Automatically generates a new person
Search person in Raynet CRM
Automatically retrieves information about a person
Update person in Raynet CRM
Automatically updates the information of a person
Create company in Raynet CRM
Automatically generates a new company profile with given details
Search company in Raynet CRM
Automatically find information about a company
Update Company in Raynet CRM
Automatically updates company information
Create product in Raynet CRM
Automatically generates and launch new products
Search product in Raynet CRM
Automatically searches for a product
Create lead in Raynet CRM
Automatically generates new leads for potential customers
Search lead in Raynet CRM
Automatically retrieves information for a particular lead
Update Lead in Raynet CRM
Automatically updates the lead information
Update card field in Pipefy
Automatically updates fields on a card with new information
Create card in Pipefy
Automatically generates a new card for a task
Search card in Pipefy
Automatically searches for a card

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Integrate Raynet CRM & Pipefy In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Raynet CRM or Pipefy With 1200+ Other Apps

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.

See Raynet CRM Integrations

Pipefy allows businesses to run their workflows, processes and operations in one place. Get an overview of all your business's workflows from a single dashboard and have everything connected in real-time.

See Pipefy Integrations