Raynet integration setup

Hey there! 👋

Connecting Sales Engagement Tool with Raynet CRM is quick and easy. Once the integration is set up, you’ll be able to create deals seamlessly—no more switching between platforms or copying data manually. Everything stays connected, organized, and right where you need it. ⚡

Follow the steps below to connect your Sales Engagement Tool team with Raynet CRM in just a few minutes.

Step 1: Make Sure You Have a Raynet CRM Account

Before creating the integration, you’ll need an active Raynet CRM account. You can explore their available plans to find one that fits your needs, or start with their 30-day free trial—no credit card required.

Step 2: Log In to Raynet CRM

After activating your subscription or trial, log in to your Raynet CRM account so you can gather the credentials needed for the connection.

Step 3: Collect the Required Information

You’ll need the following details from Raynet CRM:

• Username – This is the email address you use to log in to Raynet.

• Instance Name – Found in your Raynet URL after logging in.

  • Example:
    https://eu.raynetcrm.com/name/?view=DashboardView
    Here, “name” is the instance name.

• API Key – Locate it by navigating to:
  Settings (top-right menu) → For Developers → API Keys
  
  

Keep this information handy—you’ll enter it into Sales Engagement Tool next. 🔐

Step 4: Open Sales Engagement Tool and Choose the Team

Log in to your Sales Engagement Tool app and select the team you want to connect to Raynet CRM. Integrations are configured per team, making it easy to keep data separated if you manage multiple clients or workspaces.

Step 5: Go to the Team Integrations Tab

Navigate to Team Integrations, where you’ll see all available integration options.
Find Raynet CRM in the list and click Connect.

 

Step 6: Enter Your Raynet Credentials

A new window will appear. Enter the information you collected earlier:

• Username

• Instance Name

• API Key
  
  

Double-check for accuracy to ensure a smooth connection. ✨

Step 7: Verify Your Credentials

Click Verify so Sales Engagement Tool can confirm everything is correct.
If the credentials are valid, the Connect button will become active and ready to use.

Step 8: Finish Connecting

Click Connect to complete the integration.
Your Sales Engagement Tool team is now successfully linked with Raynet CRM and ready to go. ✅

What Happens Next?

Once connected, you can start pushing leads and creating deals directly from the Messages page in Sales Engagement Tool.
This keeps your sales data synced automatically, helping you stay organized and focused on conversations instead of manual updates. 📈

If you run into any issues or have questions, our support team is always here to help—just reach out and we’ll jump in. 🚀