Integrate Accountable CRM with Retently

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and engagement history, and use feedback scores to enhance sales strategies and customer relationship management.

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RetentlyAccountable CRM logo

About Accountable CRM

Accountable CRM is a platform for managing sales activities, including tracking interactions and managing contacts. It allows users to create and update activities, notes, tasks, and sales records while monitoring customer engagement.

Accountable CRM logoRetently

Accountable CRM to Retently

1

New Activity

Triggers when a new activity is created in the 90-Day Sales platform.
2

New Follow-Up

Triggers when a follow-up is created in the 90-Day Sales platform.
3

New Sale

Triggers when a sale is created in the 90-Day Sales platform.
4

New or Updated Contact

Triggers when a contact is created or updated in the 90-Day Sales platform.
5

New Note

Triggers when a note is created in the 90-Day Sales platform.
6

New Task

Triggers when a task is created in the 90-Day Sales platform.
RetentlyAccountable CRM logo

Retently to Accountable CRM

1

Create Activity

Creates a new activity in the 90-Day Sales platform.
2

Create Email

Creates a new email in the 90-Day Sales platform.
3

Create Note

Creates a new note in the 90-Day Sales platform.
4

Create Task

Creates a new task in the 90-Day Sales platform.
5

Find or Create Contact

Finds or creates a contact in the 90-Day Sales platform.
6

Create or Update Contact

Creates or updates a contact in the 90-Day Sales platform.
7

Create Follow-Up

Creates a new follow-up in the 90-Day Sales platform.
8

Create Sale

Creates a new sale in the 90-Day Sales platform.

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