Integrate 1CRM with Retently

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant CRM events like closing a deal or updating account information, and utilize survey feedback to enhance customer relationship strategies.

Start Free Trial
Retently1CRM logo

About 1CRM

1CRM is a customer relationship management platform that offers tools for managing accounts, invoices, leads, opportunities, and tasks, allowing users to create, update, and monitor various CRM activities.

1CRM logoRetently

1CRM to Retently

1

New or Updated Account

Triggers when an account is created or updated.
2

New or Updated Invoice

Triggers when an invoice is created or updated.
3

New or Updated Opportunity

Triggers when an opportunity is created or updated.
4

New or Updated Quote

Triggers when a quote is created or updated.
5

New or Updated Task

Triggers when a task is created or updated.
6

New or Updated Contact

Triggers when a contact is created or updated.
7

New or Updated Lead

Triggers when a lead is created or updated.
8

New or Updated Payment

Triggers when a payment is created or updated.
9

New or Updated SalesOrder

Triggers when a sales order is created or updated.
Retently1CRM logo

Retently to 1CRM

1

Create / Update Contact

Creates a new contact or updates an existing contact.
2

Create / Update Lead

Creates a new lead or updates an existing lead.
3

Create / Update Payment

Creates a new payment or updates an existing payment.
4

Create / Update SalesOrder

Creates a new sales order or updates an existing sales order.
5

Find Account

Finds an account.
6

Find Invoice

Finds an invoice.
7

Find Opportunity

Finds an opportunity.
8

Find Quote

Finds a quote.
9

Find Task

Finds a task.
10

Create / Update Account

Creates a new account or updates an existing account.
11

Create / Update Invoice

Creates a new invoice or updates an existing invoice.
12

Create / Update Opportunity

Creates a new opportunity or updates an existing opportunity.
13

Create / Update Quote

Creates a new quote or updates an existing quote.
14

Create / Update Task

Creates a new task or updates an existing task.
15

Find Contact

Finds a contact.
16

Find Lead

Finds a lead.
17

Find Payment

Finds a payment.
18

Find SalesOrder

Finds a sales order.

Related blog posts

Does Net Promoter Score Work for B2B Companies? You Bet It Does!

Some people argue that NPS® doesn’t work effectively for B2B companies....

Alex BitcaAlex BitcaAug 24, 20239 min read
NPS-for-B2B

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more
Integrate Adventure Office with RetentlyAdventure Officezapier

Trigger NPS/CSAT surveys after reservation confirmations or customer inquiries, sync customer profiles and reservation...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image