Raynet CRM + Refiner Integration

Connect Raynet CRM to Refiner 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
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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Ready Workflows Ready Workflows   for Raynet CRM + Refiner Integration

Just click on the workflow you want to automate

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

Create Raynet CRM person for new Refiner form submission

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

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

Create Raynet CRM businesscase for new Refiner form submission

Integrating your Raynet CRM with your Refiner, can help you automatically create new businesscases based on form submissions 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 Refiner - 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 Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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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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 Refiner 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.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.