What a configuration could hand over
During implementation, the available REST API or webhooks can be used to create a deal with agreed configuration fields. The exact scope is verified against the RAYNET version and setup.
Client and contact person
A company or private customer from the form could become a client with a contact person. An existing client could be looked up first, for example by company ID number.
Lead
If you want to review enquiries first, the configuration could create a lead that the salesperson converts in RAYNET once it proves to be a real opportunity.
Deal with line items
A qualified enquiry could become a deal (business case) with product line items and a price in one step, since the RAYNET API has a dedicated method for it.
Offer
The same line items could produce an offer linked to the deal, leaving the salesperson only to fine-tune it before it goes to the customer.
What we need to connect it
The RAYNET API authenticates a username with an API key and your instance name, or a bearer token; we recommend a dedicated user for the connection.
Dimensions, material and the 3D view link would be written into custom fields you create in RAYNET from an agreed list.
If you keep products and price lists in RAYNET, we map the configurator’s options to those products together.
If you want information flowing back, such as a deal being won, RAYNET offers webhooks with a security code in the header.
Worth deciding up front
- The default limit is 24,000 requests per day per instance and at most four concurrent requests. That is plenty for a normal flow of enquiries; a bulk import needs scheduling.
- For line items you decide whether they take the price from your RAYNET price list or the price the configurator calculated; using both would have them overwrite each other.
- Records could carry the configuration’s external ID, which the RAYNET API can look records up by, so sending the same configuration twice would not create duplicates.
Questions about this connection
Will the deal arrive with line items or just a total?
RAYNET allows a deal to be created together with its products, so the line items could come with it. If you don’t keep products in RAYNET, the total and the breakdown stay in custom fields.
Won’t we end up with duplicate clients in RAYNET?
Before creating a client, the connection could search by company ID number or email and reuse the existing record. When to reuse and when to create a new one is agreed with you.
Other integrations
Put RAYNET CRM to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.