Raynet CRM + Platform.ly Integration

Integrate Platform.ly to Raynet CRM in one click, or tell Integrately AI how you want each contact handled. Capture new leads, create matching CRM records, update company details, and track business cases automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
Arrow Right
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
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Platform.ly + Raynet CRM Integration

Capture new Platform.ly contacts, create matching Raynet CRM persons, update company details, and track business cases, all in just one click.

Most popular automationsmost-popular-automations
Raynet CRM + Platform.ly Integration

Create Platform.ly contact for new Raynet CRM person

If you're using Raynet CRM to manage your sales leads, it's important to also use Platform.ly to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Raynet CRM, a corresponding contact will automatically be created in Platform.ly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Platform.ly + Raynet CRM Integration

Create Raynet CRM person for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Raynet CRM person and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Platform.ly + Raynet CRM Integration

Create Raynet CRM businesscase for new Platform.ly contact

This automation makes it easy to create new businesscases in Raynet CRM when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, a new businesscase will automatically be created in Raynet CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Platform.ly + Raynet CRM flow

Send contact data to email tools, spreadsheets, and messaging apps the moment your workflow runs. Pick a combination and activate it in one click.

Raynet CRM
Platform.ly
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
P
M
R
Add every new Platform.ly contact to your Mailchimp audience, and create a matching person in Raynet CRM
New Platform.ly contacts appear in Mailchimp and Raynet CRM instantly, so your marketing list and sales pipeline stay updated without manual exports.
R
P
M
When a Raynet CRM lead is updated, update the Platform.ly contact and sync the subscriber status in Mailchimp
Raynet CRM updates flow straight into Platform.ly and Mailchimp so your subscriber data never falls out of sync.
P
M
R
If a Platform.ly contact gets a new tag, update their Mailchimp profile and create a Raynet CRM business case
Tagged contacts in Platform.ly automatically update Mailchimp tags and open a new business case in Raynet CRM.

Supported triggers and actions for Raynet CRM and Platform.ly

Mix and match to build the exact automation you need

Raynet CRM
Raynet CRM Triggers & Actions
Instant
Person is created in Raynet CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Raynet CRM
Triggers the automation when a person's profile is updated
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Instant
Company is created in Raynet CRM
Triggers the automation when a new company is created
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Instant
Company is updated in Raynet CRM
Triggers the automation when a company is updated
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Instant
BusinessCase is created in Raynet CRM
Triggers the automation when a new BusinessCase is created
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Instant
BusinessCase is updated in Raynet CRM
Triggers the automation when a BusinessCase is updated
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Instant
Product is created in Raynet CRM
Triggers the automation when a new product is created
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Instant
Product is updated in Raynet CRM
Triggers the automation when a product is updated
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Instant
Project is created in Raynet CRM
Triggers the automation when a new project is created
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Instant
Project is updated in Raynet CRM
Triggers the automation when a project is updated
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Instant
Lead is created in Raynet CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Raynet CRM
Triggers the automation when the lead information is updated
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Instant
Order is created in Raynet CRM
Triggers the automation when a new order is created
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Instant
Order is updated in Raynet CRM
Triggers the automation when any order is updated
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Create BusinessCase in Raynet CRM
Creates a new business case
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Create project in Raynet CRM
Creates a new project
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Search project in Raynet CRM
Searches for a project
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Create person in Raynet CRM
Generates a new person
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Search person in Raynet CRM
Retrieves information about a person
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Update person in Raynet CRM
Updates the information of a person
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Create company in Raynet CRM
Generates a new company profile with given details
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Search company in Raynet CRM
Finds information about a company
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Update Company in Raynet CRM
Updates company information
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Create product in Raynet CRM
Generates and launch new products
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Search product in Raynet CRM
Searches for a product
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Create lead in Raynet CRM
Generates new leads for potential customers
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Search lead in Raynet CRM
Retrieves information for a particular lead
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Update Lead in Raynet CRM
Updates the lead information
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Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
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What can you automate with Platform.ly + Raynet CRM?

Connect your marketing data and sales pipeline with reliable 1-click automations.

What you can automate?
🔄
Sync Platform.ly contacts to Raynet CRM persons automatically
Turn every new Platform.ly contact into a Raynet CRM person instantly. Eliminate manual data entry and keep your sales team working with up-to-date prospect information.
📋
Capture every custom field and tag
Map detailed Platform.ly custom fields and tags into Raynet CRM records instead of just basic names. Ensure your sales reps have complete context before reaching out.
🔔
Alert your team the moment a deal moves
Notify your sales channel or account managers instantly when a Raynet CRM business case is created or updated. Keep stakeholders informed without switching applications.
🔀
Route records based on submitted data
Perform different actions depending on specific Platform.ly tags or custom fields. Send qualified leads to specific Raynet CRM pipelines automatically.
🔄
Keep contact details updated across both platforms
When contact details change in Platform.ly, automatically update the matching Raynet CRM person record. Maintain flawless data consistency across your stack.
🔍
Search and update instead of creating duplicates
Look up existing records in Raynet CRM before creating new entries. Update contact details safely without cluttering your database with duplicate profiles.
💼
Manage business cases and project stages
Create and update Raynet CRM business cases, projects, and leads automatically as your Platform.ly campaigns progress through customer milestones.
📊
Extend your workflow to external spreadsheets
Send Platform.ly and Raynet CRM contact data straight to Google Sheets for custom reporting and team visibility. Build comprehensive workflows across your entire stack.
And much more...

Who is Platform.ly + Raynet CRM integration for?

Revenue teams and marketers use this integration to keep customer data perfectly aligned between marketing automation and CRM pipelines.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Account managers
Account managers
Marketing directors
Marketing directors
Lead generation specialists
Lead generation specialists
Customer success teams
Customer success teams
📈
Revenue operations managers
You rely on accurate pipeline reporting to forecast sales, but disconnected marketing and CRM tools mean your revenue dashboards show incomplete contact counts — automating both apps means every Platform.ly record populates Raynet CRM instantly and your pipeline numbers stay reliable.
Sales representatives
You need to act fast when prospects engage, but manual data transfers leave you finding out about new leads hours or days too late — connecting these apps means new Platform.ly submissions appear as Raynet CRM persons immediately and your response times drop.
🤝
Account managers
You answer to clients who expect up-to-date communication histories, but missing interaction logs leave gaps in your account records — with this integration, every touchpoint is recorded across Platform.ly and Raynet CRM so client status is always visible.
📊
Marketing directors
The volume of inbound campaigns is too high for anyone to keep up by hand, leading to unassigned leads and lost opportunities — integrating these apps means contact creation and lead routing happen automatically without manual data entry.
🎯
Lead generation specialists
You own the top of the funnel and depend on sales teams to pick up handoffs, but manual entry delays communication — this integration means every Platform.ly contact transitions straight into a Raynet CRM person record without friction.
📝
Customer success teams
You need a reliable history of customer interactions, but manual tracking leaves gaps in support and sales touchpoints — automating both apps means notes, tags, and contacts sync continuously between Platform.ly and Raynet CRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Raynet CRM + Platform.ly

Build and manage your Raynet CRM + Platform.ly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Raynet CRM + Platform.ly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Platform.ly to Raynet CRM?
Frequently Asked Questions
You can connect Platform.ly to Raynet CRM using 1-click automations on Integrately. Link your accounts, select a ready workflow or ask Integrately AI to build your custom flow, and sync with tools like Mailchimp, Google Sheets, and Slack in minutes.
Can I automatically create a Raynet CRM person when a Platform.ly contact is created?
Frequently Asked Questions
Can I connect Platform.ly, Raynet CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Platform.ly and Raynet CRM?
Frequently Asked Questions
How does Platform.ly data handle custom fields and tags during synchronization?
Frequently Asked Questions
How are Raynet CRM business cases updated through Platform.ly triggers?
Frequently Asked Questions
Do I need coding skills to automate Platform.ly and Raynet CRM?
Frequently Asked Questions
Is the Platform.ly and Raynet CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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