Raynet CRM + PlatoForms Integration

Connect Raynet CRM to PlatoForms in 1 click

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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
  • PlatoForms
    New submission in PlatoForms Instant
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2.

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Ready Workflows Ready Workflows   for Raynet CRM + PlatoForms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PlatoForms + Raynet CRM Integration

Create Raynet CRM person for new PlatoForms response

When someone completes your PlatoForms, a new person is automatically created in your Raynet CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Raynet CRM integration set up makes it easy to manage your customer relationships and grow your business.
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PlatoForms + Raynet CRM Integration

Create Raynet CRM businesscase for new PlatoForms response

Integrating your Raynet CRM with your PlatoForms, can help you automatically create new businesscases based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This PlatoForms - Raynet CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Automations

Top 10 Most Popular Raynet CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Raynet CRM logo
Google Forms logo
Create Google Forms response for new Raynet CRM businesscase
Activate
Raynet CRM logo
WooCommerce logo
Create WooCommerce order for new Raynet CRM businesscase
Activate
Google Sheets logo
Raynet CRM logo
Create Raynet CRM person for new Google Sheets row
CompanyHub logo
Raynet CRM logo
Create Raynet CRM person for new CompanyHub record
Salesforce logo
Raynet CRM logo
Create Raynet CRM person for new Salesforce record
Raynet CRM logo
Google Forms logo
Create Google Forms response for new Raynet CRM businesscase
Activate
Raynet CRM logo
WooCommerce logo
Create WooCommerce order for new Raynet CRM businesscase
Activate
Google Sheets logo
Raynet CRM logo
Create Raynet CRM person for new Google Sheets row
CompanyHub logo
Raynet CRM logo
Create Raynet CRM person for new CompanyHub record
Salesforce logo
Raynet CRM logo
Create Raynet CRM person for new Salesforce record
Raynet CRM logo
SureCart logo
Create SureCart contact for new Raynet CRM person
Raynet CRM logo
Shoprocket logo
Create Shoprocket customer for new Raynet CRM person
Raynet CRM logo
SQL Server logo
Create SQL Server row for new Raynet CRM businesscase
Raynet CRM logo
Fusioo logo
Create Fusioo record for new Raynet CRM businesscase
Raynet CRM logo
WaliChat  logo
Share updated Raynet CRM businesscase via WaliChat message
Raynet CRM logo
SureCart logo
Create SureCart contact for new Raynet CRM person
Raynet CRM logo
Shoprocket logo
Create Shoprocket customer for new Raynet CRM person
Raynet CRM logo
SQL Server logo
Create SQL Server row for new Raynet CRM businesscase
Raynet CRM logo
Fusioo logo
Create Fusioo record for new Raynet CRM businesscase
Raynet CRM logo
WaliChat  logo
Share updated Raynet CRM businesscase via WaliChat message

Top 10 Most Popular PlatoForms Automations from
Integrately Community

Most popularmost-popular-automations
01
PlatoForms logo
Microsoft Excel logo
Create Microsoft Excel row for new PlatoForms response
02
PlatoForms logo
MessageBird logo
Send MessageBird message for new PlatoForms response
03
PlatoForms logo
ClickSend SMS logo
Send ClickSend SMS message for new PlatoForms response
04
PlatoForms logo
Twilio logo
Send Twilio sms for new PlatoForms response
05
PlatoForms logo
SendGrid logo
Send SendGrid email for new PlatoForms response
cloud
PlatoForms
app integration
06
PlatoForms logo
Telnyx logo
Send Telnyx message for new PlatoForms response
07
PlatoForms logo
SMS Idea logo
Send SMS Idea message for new PlatoForms response
08
PlatoForms logo
sms77 logo
Send sms77 message for new PlatoForms response
09
PlatoForms logo
Burst SMS logo
Send Burst SMS message for new PlatoForms response
10
PlatoForms logo
Postmark logo
Send Postmark message for new PlatoForms response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Raynet CRM or PlatoForms With 1400+ Other Apps

Raynet CRM
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.
PlatoForms
PlatoForms
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.