Integrate Accelo with Retently
Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales data with Retently, and use survey feedback to enhance project management and customer relationship strategies.
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About Accelo
Accelo is a project management tool that helps users manage tasks, contacts, and sales. It provides functionality for assigning tasks, creating and updating contacts, managing sales, and handling requests and timers.
Accelo to Retently
Task Assigned
Triggers when a task is assigned.New Request
Triggers when a new request is created.
Retently to Accelo
Create/Update Contact
Creates a new contact or updates a contact if it already exists.Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created.Pause Timers
Pauses any active timers.Create Request
Creates a new request. If the request's contact does not exist, a new one will be created.Create Timer
Starts a new timer.Lookup Webhook Resource
Lookup a webhook's resource.Related blog posts
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