The data transfer automation solution from contact forms connects your web forms and online store directly with Raynet CRM.

Customer-submitted data are automatically saved as new records or – if a record already exists – used to update existing data.

This eliminates the need for manual data entry and ensures you always have an up-to-date and complete customer database.

Additional custom fields can also be added to support your sales or marketing needs.

Key benefits:

• instant saving and updating of data in Raynet CRM,
• ability to extend forms with custom additional fields,
• use of collected data for marketing campaigns,
• easy integration into websites or online stores.
  
  

Technical description

When the form is submitted, the solution:

• captures the entered data,
• logs into Raynet CRM using the client’s authentication credentials,
• verifies whether it is a new record or an update of an existing one,
• stores or updates the data and optionally adds additional fields based on configuration.
  
  

Custom export sets can also be configured for clients and used further, for example in marketing campaigns.

Pricing

• One-time fee from $870 (setup, integration, testing)

• Monthly support from $65 (maintenance, monitoring, extensions)