Convert Builder + Raynet CRM Integration

Integrate Convert Builder to Raynet CRM in one click, or tell Integrately AI how you want each contact handled. Capture leads, create CRM profiles, sync orders, and update business cases automatically.

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1.
  • Convert Builder
    Form response is created in Convert Builder Instant
  • Convert Builder
    Order is created in Convert Builder Instant
  • Convert Builder
    Order is updated in Convert Builder Instant
  • Convert Builder
    Product is created in Convert Builder Instant
  • Convert Builder
    Product is updated in Convert Builder Instant
  • Convert Builder
    Booking is created in Convert Builder Instant
  • Convert Builder
    Contact is created or updated in Convert Builder Instant
  • 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
Arrow Right
2.
  • Convert Builder
    Get order by Id in Convert Builder
  • Convert Builder
    Create contact in Convert Builder
  • Convert Builder
    Delete contact in Convert Builder
  • Convert Builder
    Update product in Convert Builder
  • Convert Builder
    Search contact in Convert Builder
  • Convert Builder
    Update contact in Convert Builder
  • Convert Builder
    Create product in Convert Builder
  • Convert Builder
    Create member in Convert Builder
  • Convert Builder
    Delete member in Convert Builder
  • Convert Builder
    Update member in Convert Builder
  • Convert Builder
    Search product in Convert Builder
  • Convert Builder
    Create member group in Convert Builder
  • Convert Builder
    Update member group in Convert Builder
  • Convert Builder
    Delete member group in Convert Builder
  • 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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Ready Workflows Ready Workflows for Convert Builder + Raynet CRM Integration

Capture leads, sync contact details, update business cases, and log orders, all in just one click.

Most popular automationsmost-popular-automations
Raynet CRM + Convert Builder Integration

Create Convert Builder contact for new Raynet CRM person

If you're using Raynet CRM to manage your sales leads, it's important to also use Convert Builder to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Raynet CRM, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + Raynet CRM Integration

Create Raynet CRM person for new Convert Builder form submission

When someone completes your Convert Builder, a new person is automatically created in your Raynet CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convert Builder is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Convert Builder - Raynet CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Convert Builder + Raynet CRM Integration

Create Raynet CRM person for new Convert Builder contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Raynet CRM person and Convert Builder contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Convert Builder + Raynet CRM Integration

Create Raynet CRM businesscase for new Convert Builder contact

This automation makes it easy to create new businesscases in Raynet CRM when a new contact is created in Convert Builder. Just connect your accounts, and every time a new contact is created in Convert Builder, a new businesscase will automatically be created in Raynet CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Convert Builder + Raynet CRM Integration

Create Raynet CRM person from new Convert Builder order

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Convert Builder with Raynet CRM? This integration will allow you to automatically create a person for each new order in Raynet CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Convert Builder + Raynet CRM Integration

Create Raynet CRM businesscase for new Convert Builder form submission

Integrating your Raynet CRM with your Convert Builder, can help you automatically create new businesscases based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Convert Builder - Raynet CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Convert Builder + Raynet CRM Integration

Create Raynet CRM businesscase for new Convert Builder 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 Convert Builder, 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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Connect more apps to your Convert Builder + Raynet CRM flow

Extend your setup to manage email lists, process payments, and sync files automatically. Pick a combination and activate it in one click.

Convert Builder
Raynet CRM
+
MailchimpMailchimp (6)
+
StripeStripe (6)
+
CalendlyCalendly (6)
+
TypeformTypeform (6)
+
WordPressWordPress (6)
+
Google SheetsGoogle Sheets (6)
C
M
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Add every new Convert Builder contact to Mailchimp, and create a person in Raynet CRM
New Convert Builder contacts are added to Mailchimp and logged as a new person in Raynet CRM instantly. No manual data entry, no missed follow-ups.
C
M
R
When an order is created in Convert Builder, update Mailchimp subscriber status and create a business case in Raynet CRM
Customer purchases in Convert Builder update Mailchimp lists and create fresh business cases in Raynet CRM automatically.
C
M
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When a form response is submitted in Convert Builder, add the subscriber in Mailchimp and search for their profile in Raynet CRM
Form submissions trigger immediate list additions in Mailchimp and locate existing contact records in Raynet CRM.
C
M
R
If a Convert Builder product is created, update Mailchimp tags and create a product entry in Raynet CRM
New product additions in Convert Builder update Mailchimp segmentation and log items in Raynet CRM seamlessly.
C
C
M
R
Use ChatGPT to summarise new Convert Builder contact notes, add tags in Mailchimp, and create a lead in Raynet CRM
AI summarises contact background data, updates Mailchimp tags, and generates a qualified lead in Raynet CRM.
C
M
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When a Convert Builder booking is confirmed, update Mailchimp subscriber status and create a project in Raynet CRM
Bookings from Convert Builder update Mailchimp engagement records and trigger project creation in Raynet CRM.

Supported triggers and actions for Convert Builder and Raynet CRM

Mix and match to build the exact automation you need

Convert Builder
Convert Builder Triggers & Actions
Instant
Form response is created in Convert Builder
Triggers the automation when a form is filled
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Instant
Order is created in Convert Builder
Triggers the automation when a new order is created
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Instant
Order is updated in Convert Builder
Triggers the automation when any order is updated
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Instant
Product is created in Convert Builder
Triggers the automation when a new product is created
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Instant
Product is updated in Convert Builder
Triggers the automation when a product is updated
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Instant
Booking is created in Convert Builder
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in Convert Builder
Triggers the automation when a contact is created or updated
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Get order by Id in Convert Builder
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Create contact in Convert Builder
Adds a new contact to the database
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Delete contact in Convert Builder
Removes a contact from the address book
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Update product in Convert Builder
Updates product information
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Search contact in Convert Builder
Finds and retrieves contact information
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Update contact in Convert Builder
Updates contact information with new details
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Create product in Convert Builder
Generates and launch new products
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Create member in Convert Builder
Adds a new member to the system
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Delete member in Convert Builder
Removes a member from the system
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Update member in Convert Builder
Updates a member's information
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Search product in Convert Builder
Searches for a product
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Create member group in Convert Builder
Creates a new group of members
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Update member group in Convert Builder
Updates the particular member group
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Delete member group in Convert Builder
Deletes a member group
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Raynet CRM
Raynet CRM Triggers & Actions
Instant
Person is created in Raynet CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Raynet CRM
Triggers the automation when a person's profile is updated
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Instant
Company is created in Raynet CRM
Triggers the automation when a new company is created
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Instant
Company is updated in Raynet CRM
Triggers the automation when a company is updated
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Instant
BusinessCase is created in Raynet CRM
Triggers the automation when a new BusinessCase is created
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Instant
BusinessCase is updated in Raynet CRM
Triggers the automation when a BusinessCase is updated
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Instant
Product is created in Raynet CRM
Triggers the automation when a new product is created
Try it →
Instant
Product is updated in Raynet CRM
Triggers the automation when a product is updated
Try it →
Instant
Project is created in Raynet CRM
Triggers the automation when a new project is created
Try it →
Instant
Project is updated in Raynet CRM
Triggers the automation when a project is updated
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Instant
Lead is created in Raynet CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Raynet CRM
Triggers the automation when the lead information is updated
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Instant
Order is created in Raynet CRM
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in Raynet CRM
Triggers the automation when any order is updated
Try it →
Create BusinessCase in Raynet CRM
Creates a new business case
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Create project in Raynet CRM
Creates a new project
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Search project in Raynet CRM
Searches for a project
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Create person in Raynet CRM
Generates a new person
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Search person in Raynet CRM
Retrieves information about a person
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Update person in Raynet CRM
Updates the information of a person
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Create company in Raynet CRM
Generates a new company profile with given details
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Search company in Raynet CRM
Finds information about a company
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Update Company in Raynet CRM
Updates company information
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Create product in Raynet CRM
Generates and launch new products
Try it →
Search product in Raynet CRM
Searches for a product
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Create lead in Raynet CRM
Generates new leads for potential customers
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Search lead in Raynet CRM
Retrieves information for a particular lead
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Update Lead in Raynet CRM
Updates the lead information
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What can you automate with Convert Builder + Raynet CRM?

Streamline your marketing and sales operations by connecting Convert Builder events directly to Raynet CRM actions.

What you can automate?
🔄
Sync every new contact into your CRM
Convert every contact created in Convert Builder into a new person record in Raynet CRM automatically. Keep your sales database updated without manual data entry.
📋
Capture all form responses and fields
Map detailed form responses and custom fields from Convert Builder straight into Raynet CRM lead notes. Ensure your sales team has full context before reaching out.
Alert your sales team instantly
Trigger instant lead creation in Raynet CRM the moment an order or booking is created in Convert Builder. Reduce response times and close deals faster.
🔀
Route records based on submitted criteria
Create priority leads in Raynet CRM when high-value orders or specific product selections come through Convert Builder. Direct high-value prospects to senior reps.
🔄
Keep customer profiles up to date
Automatically update Raynet CRM person and company records whenever contact details or memberships change in Convert Builder. Eliminate outdated information.
🔍
Prevent duplicates with smart search
Search for existing contacts in Raynet CRM before creating new records from Convert Builder form responses. Keep your database clean and organized.
💰
Manage orders and business cases
Turn every Convert Builder purchase or order update into a structured business case or project record in Raynet CRM. Track revenue milestones effortlessly.
📊
Extend flows with Google Sheets backups
Connect Convert Builder and Raynet CRM to Google Sheets to maintain real-time backup spreadsheets of every contact, order, and form submission.
And much more...

Who is Convert Builder + Raynet CRM integration for?

Teams managing online marketing funnels and sales pipelines rely on this connection to keep contacts, orders, and business cases synchronised without manual data entry.

Performance Marketers
Performance Marketers
Sales Representatives
Sales Representatives
Agency Account Managers
Agency Account Managers
E-commerce Store Owners
E-commerce Store Owners
Customer Success Leads
Customer Success Leads
Operations Directors
Operations Directors
📈
Performance Marketers
You're running marketing campaigns in Convert Builder but your CRM pipeline reports only update when someone manually exports submissions, so the lead counts you're optimising against are always outdated — this integration means every new contact lands in Raynet CRM instantly and your data stays current.
Sales Representatives
You need to reach out to new prospects immediately, but form responses sit in Convert Builder until someone checks the dashboard, leading to delayed outreach — with this integration, every new submission triggers an instant lead in Raynet CRM so you can follow up while interest is high.
📊
Agency Account Managers
You report on client campaign performance weekly, but reconciling form submissions between Convert Builder and Raynet CRM takes hours of manual copy-pasting — connecting these apps means order and contact data sync automatically and your reports are always accurate.
🛒
E-commerce Store Owners
The volume of orders coming through Convert Builder is too high for your team to log by hand, resulting in missed customer records and delayed fulfillment tracking — automating both apps means every purchase creates a business case in Raynet CRM the moment checkout completes.
🤝
Customer Success Leads
You own customer onboarding and depend on marketing to hand over client details from Convert Builder, but details often get lost in transit — this integration means every new booking or membership update flows straight into Raynet CRM without missing a beat.
📁
Operations Directors
You need a reliable audit trail of customer interactions and keep finding gaps where Convert Builder records failed to reach Raynet CRM — connecting these apps means every contact, order, and product change is logged consistently and your history is complete.
Our team

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Why choose Integrately to automate Convert Builder + Raynet CRM

Build and manage your Convert Builder + Raynet CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Convert Builder + Raynet CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Convert Builder to Raynet CRM?
Frequently Asked Questions
You can connect Convert Builder to Raynet CRM in 1 click using ready-made workflows on Integrately or ask Integrately AI to build your custom automation.
Can I automatically sync Convert Builder contacts to Raynet CRM?
Frequently Asked Questions
Can I connect Convert Builder, Raynet CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Convert Builder and Raynet CRM?
Frequently Asked Questions
How are Convert Builder contacts handled during integration?
Frequently Asked Questions
How does Raynet CRM receive order data from Convert Builder?
Frequently Asked Questions
Do I need coding skills to automate Convert Builder and Raynet CRM?
Frequently Asked Questions
Is the Convert Builder and Raynet CRM integration free?
Frequently Asked Questions
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You Can Also Connect Convert Builder or Raynet CRM With 1500+ Other Apps

Convert Builder
Popular Convert Builder Integrations
Connect Convert Builder to landing page builders, email marketing tools, and analytics platforms to scale your marketing funnels.
Raynet CRM
Popular Raynet CRM Integrations
Sync Raynet CRM with accounting software, helpdesk ticketing, and communication tools to keep your sales operations connected.