RAYNET CRM, Freshworks CRM Integrations

Freshworks CRM
RAYNET CRM
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Triggers

RAYNET CRM

Reagovat na nové nebo upravené záznamy

Sleduje vytvoření a změny záznamů v pravidelných intervalech.

RAYNET CRM

Sledovat záznamy INSTANT

Sleduje vytvoření, změny a smazání záznamů.

Freshworks CRM

Watch new Accounts

Checks if new account was created.

Freshworks CRM

Watch new Appointments

Checks if new appointment was created.

Freshworks CRM

Watch new Contacts

Checks if new contact was created.

Freshworks CRM

Watch new Deals

Checks if new deal was created.

Freshworks CRM

Watch new Leads

Checks if new lead was created.

Freshworks CRM

Watch new Sales activities

Checks if new Sales activity was created.

Actions

RAYNET CRM

Automatické vytváření hovorů

Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.

RAYNET CRM

Načíst detail záznamu

Načte detail záznamu podle zvolené entity a zadaného ID a vrátí všechny hodnoty obsažené v polích tohoto záznamu.

RAYNET CRM

Nahrát soubor

Nahraje přílohu ke zvolenému záznamu.

RAYNET CRM

Pracovat s položkami na záznamech

Přidá, upraví, nebo smaže adresu klienta. Přidá, upraví, nebo smaže produkt na obchodním případu, nabídce či objednávce. Přidá nebo upraví položku na faktuře. Přidá nebo smaže platbu na faktuře.

RAYNET CRM

Stáhnout soubor

Stáhne přílohu, logo klienta, fotku osoby nebo obrázek produktu.

RAYNET CRM

Upravit existující záznam

Upraví existující záznam podle zvolené entity a zadaného ID.

RAYNET CRM

Vytvořit nový záznam

Vytvoří nový záznam podle zvolené entity a zapíše do jeho polí vyplněné hodnoty.

RAYNET CRM

Získat data pro tiskové sestavy

Načte všechny potřebné informace pro generování tiskových sestav jako jsou např. nabídky, objednávky smlouvy nebo faktury.

Freshworks CRM

Convert a Lead

Converts a lead to a contact.

Freshworks CRM

Create a Contact

Creates a new contact.

Freshworks CRM

Create a Deal

Creates a new deal.

Freshworks CRM

Create a Lead

Creates a new lead.

Freshworks CRM

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshworks CRM

Create an Account

Creates a new account.

Freshworks CRM

Create an Appointment

Creates a new appointment.

Freshworks CRM

Create a Note

Creates a note for specific object.

Freshworks CRM

Create a Sales activity

Creates new Freshsales activity.

Freshworks CRM

Create a Task

Creates a new task.

Freshworks CRM

Delete a Contact

Deletes a specific contact.

Freshworks CRM

Delete a Deal

Deletes a specific deal.

Freshworks CRM

Delete a Lead

Deletes a specific lead.

Freshworks CRM

Delete an Account

Deletes a specific account.

Freshworks CRM

Delete an Appointment

Deletes a specific appointment.

Freshworks CRM

Delete a Note

Deletes a specific note.

Freshworks CRM

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshworks CRM

Delete a Task

Deletes a specific Task.

Freshworks CRM

Make an API Call

Performs an arbitrary authorized API call.

Freshworks CRM

Update a Contact

Updates information of specific contact.

Freshworks CRM

Update a Deal

Updates information of a specific deal.

Freshworks CRM

Update a Lead

Updates information of a specific lead.

Freshworks CRM

Update an Account

Updates information of specific account.

Freshworks CRM

Update an Appointment

Updates information of specific appointment.

Freshworks CRM

Update a Note

Updates a specific note.

Freshworks CRM

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshworks CRM

Update a Task

Updates a specific task.

Freshworks CRM

View a Contact

Views details of a specific contact.

Freshworks CRM

View a Deal

Views details of a specific deal.

Freshworks CRM

View a Lead

Views details of a specific lead.

Freshworks CRM

View an Account

Views details of a specific account.

Freshworks CRM

View an Appointment

Views details of a specific appointment.

Freshworks CRM

View a Sales activity

Views details of a specific Freshsales activity.

Freshworks CRM

View a Task

Views details of a specific task.

Searches

RAYNET CRM

Načíst seznam

Načte seznam zázamů podle zvolené entity a vrátí všechny záznamy odpovídající zadaným kritériím.

RAYNET CRM

Najít kontakty podle telefonního čísla nebo emailu

Prohledá klienty, kontaktní osoby a leady podle telefonního čísla a emailu.

Freshworks CRM

List All Accounts

Lists all accounts on your Freshsales account.

Freshworks CRM

List All Appointments

Lists all appointments on your Freshsales account.

Freshworks CRM

List All Contacts

Lists all contacts on your Freshsales account.

Freshworks CRM

List All Deals

Lists all deals on your Freshsales account.

Freshworks CRM

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshworks CRM

List All Leads

Lists all leads on your Freshsales account.

Freshworks CRM

List All Sales activities

Lists all Freshsales activities on your account.

Freshworks CRM

List All Tasks

Lists all tasks on your Freshsales account.

Freshworks CRM

Search Accounts

Searches through your Freshsales account for match.

Freshworks CRM

Search Contacts

Searches through your Freshsales account for match.

Freshworks CRM

Search Deals

Searches through your Freshsales account for match.

Freshworks CRM

Search Leads

Searches through your Freshsales account for match.

Freshworks CRM

Search Users

Searches through your Freshsales account for match.

Integrate RAYNET CRM, Freshworks CRM with these services