Integrate RAYNET CRM with Retently

Use RAYNET CRM to trigger NPS/CSAT surveys after significant sales interactions or account updates, sync customer profiles and feedback scores to improve customer service and sales strategies, and update CRM records based on survey responses to refine customer engagement approaches.

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About RAYNET CRM

RAYNET CRM is a customer relationship management tool that helps businesses manage contacts, accounts, and sales processes. It allows users to create, modify, and retrieve details about various entities like deals, documents, emails, and activities.

RAYNET CRM to Retently

Notifications About Changes

Triggers when record is added, changed, or deleted.

Retently to RAYNET CRM

New Contact - Account

Creates a new account with addresses.

Modifying Business - Deal

Modifies deal data.

Modifying DMS - Document

Modifies document data.

Modifying Activity - Email

Modifies email data.

Modifying Activity - Event

Modifies event data.

New DMS - Folder

Creates a new folder in documents. The folder must have a unique name within its classification and must not contain some special characters.

New Contact - Lead

Creates a new lead with the option to send a notification about the lead creation to selected email addresses.

New Activity - Letter

Creates a new letter.

New Activity - Mass Email

Creates a new mass email.

New Activity - Meeting

Creates a new meeting.

Modifying Activity - Call

Modifies call data.

Modifying Business - Price List

Modifies price list data.

Modifying Business - Product

Modifies product data.

Modifying Business - Project

Modifies project data.

Modifying Business - Quote

Modifies quote data.

Modifying Business - Sales Order

Modifies sales order data.

Modifying Activity - Task

Modifies task data.

Detail of Contacts - Account

Gets account detail, including all recorded data and addresses. Custom fields with blank values are not present in the output.

Detail of Contacts - Contact

Gets contact detail. Custom fields with blank values are not present in the output.

List of Business - Deals

Gets a list of deals, with filtering, sorting, and pagination options.

Detail of Activity - Email

Gets email detail. Custom fields with blank values are not present in the output.

Detail of Activity - Event

Gets event detail. Custom fields with blank values are not present in the output.

Detail of DMS - File Download

Downloads the file from the CRM system (attachments, logos, etc.).

Detail of Contacts - Lead

Gets lead detail. Custom fields with blank values are not present in the output.

Detail of Activity - Letter

Gets letter detail. Custom fields with blank values are not present in the output.

Detail of Activity - Mass Email

Gets mass email detail.

Detail of Activity - Meeting

Gets meeting detail. Custom fields with blank values are not present in the output.

List of Contacts - Contacts

Gets a list of contacts, with filtering, sorting, and pagination options.

List of Activities - Calls

Gets a list of calls, with filtering, sorting, and pagination options.

List of Business - Price Lists

Gets a list of price lists, with filtering, sorting, and pagination options.

List of Business - Products

Gets a list of products, with filtering, sorting, and pagination options.

List of Business - Projects

Gets a list of projects, with filtering, sorting, and pagination options.

List of Business - Quotes

Gets a list of quotes, with filtering, sorting, and pagination options.

List of Business - Sales Orders

Gets a list of sales orders, with filtering, sorting, and pagination options.

List of Activities - Tasks

Gets a list of tasks, with filtering, sorting, and pagination options.

Find or Create Deal

Finds or creates a deal, with filtering, sorting, and pagination options.

Find or Create Event

Finds or creates an event, with filtering, sorting, and pagination options.

Find or Create Lead

Finds or creates a lead, with filtering, sorting, and pagination options.

Find or Create Mass Email

Finds or creates a mass email, with filtering, sorting, and pagination options.

Find or Create Person

Finds or creates a contact, with filtering, sorting, and pagination options.

Find or Create Price List

Finds or creates a price list, with filtering, sorting, and pagination options.

Find or Create Project

Finds or creates a project, with filtering, sorting, and pagination options.

Find or Create Sales Order

Finds or creates a sales order, with filtering, sorting, and pagination options.

Modifying Contacts - Account

Modifies account data.

Modifying Contacts - Contact

Modifies contact data.

New Business - Deal

Creates a new deal.

New DMS - Document

Adds a new document into documents.

New Activity - Email

Creates a new email.

New Activity - Event

Creates a new event.

Modifying Contacts - Lead

Modifies lead data.

Modifying Activity - Letter

Modifies letter data.

Modifying Activity - Mass Email

Modifies mass email data.

Modifying Activity - Meeting

Modifies meeting data.

New Contact - Contact

Creates a new contact.

New Activity - Call

Creates a new call.

New Business - Price List

Creates a new price list.

New Business - Product

Creates a new product.

New Business - Project

Creates a new project.

New Business - Quote

Creates a new quote.

New Business - Sales Order

Creates a new sales order.

New Activity - Task

Creates a new task.

List of Contacts - Accounts

Gets a list of accounts, with filtering, sorting, and pagination options.

Detail of Business - Deal

Gets deal detail. Custom fields with blank values are not present in the output.

Detail of DMS - Document

Gets document detail.

List of Activities - Emails

Gets a list of emails, with filtering, sorting, and pagination options.

List of Activities - Events

Gets a list of events, with filtering, sorting, and pagination options.

List of DMS - Folders and Files

Browses the folder structure and provides a list of folders, files, and links relevant to the filtered path.

List of Contacts - Leads

Gets a list of leads, with filtering, sorting, and pagination options.

List of Activities - Letters

Gets a list of letters, with filtering, sorting, and pagination options.

List of Activities - Mass Email

Gets a list of mass emails, with filtering, sorting, and pagination options.

List of Activities - Meetings

Gets a list of meetings, with filtering, sorting, and pagination options.

Detail of Activity - Call

Gets call detail. Custom fields with blank values are not present in the output.

Detail of Business - Price List

Gets price list detail.

Detail of Business - Product

Gets product detail. Custom fields with blank values are not present in the output.

Detail of Business - Project

Gets project detail. Custom fields with blank values are not present in the output.

Detail of Business - Quote

Gets quote detail. Custom fields with blank values are not present in the output.

Detail of Business - Sales Order

Gets sales order detail. Custom fields with blank values are not present in the output.

Detail of Activity - Task

Gets task detail. Custom fields with blank values are not present in the output.

Find or Create Account

Finds or creates an account, with filtering, sorting, and pagination options.

Find or Create Email

Finds or creates an email, with filtering, sorting, and pagination options.

Find or Create Folder

Browses the folder structure and provides a list of folders, files, and links relevant to the filtered path.

Find or Create Letter

Finds or creates a letter, with filtering, sorting, and pagination options.

Find or Create Meeting

Finds or creates a meeting, with filtering, sorting, and pagination options.

Find or Create Call

Finds or creates a call, with filtering, sorting, and pagination options.

Find or Create Product

Finds or creates a product, with filtering, sorting, and pagination options.

Find or Create Quote

Finds or creates a quote, with filtering, sorting, and pagination options.

Find or Create Task

Finds or creates a task, with filtering, sorting, and pagination options.

The Difference Between Transactional and Relationship NPS (Updated)

Table of ContentsKey TakeawaysThe ‘What’ and ‘When’ of Relationship NPST...

Alex BitcaJul 18, 20249 min read

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