Integrate Copper with Retently NPS
Sync NPS scores with Copper and trigger NPS surveys from Copper with Retently NPS. With Retently NPS & Copper Integration, you can: send an NPS survey or add a contact in Retently when an Opportunity's status is changed or creates a new Company when an NPS score is received.
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ProsperWorks CRM is a cloud-based, cross-platform CRM that seamlessly integrates with Gmail, Google Drive and the rest of the Google Apps suite.
Copper to Retently NPS
Updated Opportunity Status
Send an NPS survey or add contact in Retently when an Opportunity's status is changed.New Person
Send an NPS survey or add contact in Retently when a new Person is created in ProsperWorks.Updated Lead Status
Send an NPS survey or add contact in Retently when a Lead's status is changed.Updated Opportunity Stage
Send an NPS survey or add contact in Retently when an Opportunity's stage is changed.New Lead
Send an NPS survey or add contact in Retently when a Lead is created in ProsperWorks.New Activity
Send an NPS survey or add contact in Retently when a new activity is created.New Opportunity
Send an NPS survey or add contact in Retently when an Opportunity is created in ProsperWorks.Updated Contact Type
Send an NPS survey or add contact in Retently when a Person's Contact Type is updated.Retently NPS to Copper
Create Company
Creates a new Company when an NPS score is received.Create/Update Project
Creates or Updates a Project depending on the match criteria when an NPS score is received.Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria when an NPS score is received.Create/Update Company
Creates or Updates a Company depending on the match criteria when an NPS score is received.Create/Update Lead
Creates or Updates a Lead depending on the match criteria when an NPS score is received.Create Task
Creates a new Task when an NPS score is received.Create Lead
Creates a new Lead when an NPS score is received.Create/Update Person
Creates a new Person or, optionally, updates an existing Person. See the When email address is already used for a Person Action Field for details when an NPS score is received.Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead when an NPS score is received.Associate To Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps when an NPS score is received.Create Opportunity
Creates a new Opportunity when an NPS score is received.Similar integrations
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Get StartedUse API to create custom integrations
The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.
- Fetch your customers from Retently
- Get the NPS, CSAT, CES scores
- Receive the latest customer feedback
- Create and update customers in Retently
- Unsubscribe customers in Retently
- Send transactional surveys