Raisely + WHMCS Integration

Connect Raisely to WHMCS - Automate your workflows in 1-click

Set up Raisely automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of WHMCS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Raisely + WHMCS integration.
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WHMCS + Raisely Integration

Create Raisely person for new WHMCS contact

If you're using WHMCS to manage your sales leads, it's important to also use Raisely 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 contact is created in WHMCS, a corresponding person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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WHMCS + Raisely Integration

Create Raisely person for new WHMCS ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this WHMCS - Raisely integration. It will automatically create a Raisely person for new WHMCS tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up Raisely persons for every WHMCS ticket is a great place to start.
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Raisely + WHMCS Integration

Create WHMCS contact for new Raisely person

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 WHMCS contact and Raisely person 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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Raisely + WHMCS Integration

Create WHMCS ticket for new Raisely person

If you're using Raisely to send your marketing emails, you can also use it to create and manage ticket for WHMCS. person created in Raisely will automatically be created as ticket in WHMCS, so you can easily keep track of all WHMCS requests in one place.

This automation will help you stay organized and provide top-notch customer service. It's a great system that helps you take care of your customers so you can focus on growing your business.
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Raisely + WHMCS Integration
1.
  • Raisely
    New campaign is created in Raisely

    Triggers the automation whenever a new campaign is created

  • Raisely
    Donation is created in Raisely

    Triggers the automation whenever donation is made

    Instant
  • Raisely
    New interactions is created in Raisely

    Triggers the automation whenever a new interaction is created

  • Raisely
    Person is created in Raisely

    Triggers the automation whenever a new person is created

    Instant
  • Raisely
    Profile is created in Raisely

    Triggers the automation whenever a new profile is created

    Instant
  • WHMCS
    Invoice is paid in WHMCS

    Triggers the automation whenever an invoice is marked as paid

  • WHMCS
    Order is created in WHMCS

    Automatically finds and retrieves contact information

  • WHMCS
    Invoice is created in WHMCS

    Triggers the automation whenever any invoice is added or modified

  • WHMCS
    Client is created in WHMCS

    Triggers the automation whenever a new client is created

  • WHMCS
    Ticket is created in WHMCS

    Triggers the automation whenever a todo item is created

  • WHMCS
    Todo item is created in WHMCS

    Automatically updates contact information with new details

2.
  • Raisely
    Create person in Raisely

    Automatically generates a new person

  • Raisely
    Search person in Raisely

    Automatically retrieves information about a person

  • Raisely
    Update person in Raisely

    Automatically updates the information of a person

  • Raisely
    Add tag in Raisely

    Automatically assigns tags to particular items

  • Raisely
    Create offline donation in Raisely

    Automatically logs a new offline donation

  • Raisely
    Add interaction in Raisely

    Automatically adds an interaction

  • Raisely
    Search tag in Raisely

    Automatically searches for a tag

  • WHMCS
    Create client in WHMCS

    Automatically generates a new client profile

  • WHMCS
    Delete client in WHMCS

    Automatically removes client from the database

  • WHMCS
    Create ticket in WHMCS

    Automatically generates a new ticket

  • WHMCS
    Update ticket in WHMCS

    Automatically searches for DNS records by domain name

  • WHMCS
    Create invoice in WHMCS

    Automatically creates a new project

  • WHMCS
    Create contact in WHMCS

    Automatically generates invoices for sales transactions

  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS

    Automatically updates ticket information

  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by id in WHMCS

    Automatically retrieves client information based on their ID

  • WHMCS
    Search ticket in WHMCS

    Triggers the automation whenever a new ticket is created

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