Raisely + SmartSuite Integration

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SmartSuite + Raisely Integration

Create Raisely person for new SmartSuite row

Are you tired of manually creating Raisely person for every new SmartSuite row? Well, there's a better way! With our new automation, you can automatically create Raisely person for new SmartSuite rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Raisely {{action.Contact} creation!
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Raisely + SmartSuite Integration

Create SmartSuite row for new Raisely person

When a new person is created in your Raisely software, automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Raisely + SmartSuite Integration
1.
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
2.
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add a tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add an interaction in Raisely
  • Raisely
    Search tag in Raisely
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite
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