Raynet CRM + SavvyCal Integration

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SavvyCal + Raynet CRM Integration

Create Raynet CRM businesscase for new SavvyCal event

In your business, you may need to track when someone is invited to an event. You can do this by creating a businesscase in Raynet CRM.

But manually creating a businesscase can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in SavvyCal, it will trigger a corresponding businesscase creation in Raynet CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using businesscase, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Raynet CRM + SavvyCal Integration
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
  • SavvyCal
    Event is created in SavvyCal Instant
  • SavvyCal
    Event is cancelled in SavvyCal Instant
  • SavvyCal
    Event is rescheduled in SavvyCal Instant
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
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