Integrate Act-On with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as campaign engagement or lifecycle milestones, sync customer profiles to ensure accurate targeting, and use survey feedback to refine marketing campaigns and customer engagement strategies.

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About Act-On

Act-On is a growth marketing platform that provides tools for marketers to engage customers throughout the customer lifecycle, focusing on optimizing their marketing efforts and customer interactions.

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Act-On to Retently

1

Act-On Outgoing Webhooks

Triggers when an Act-On outgoing webhook is received.
2

New Form Submission

Triggers when a form is submitted.
3

New Automated Program External Call

Triggers when an automated program sends out external API data.
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Retently to Act-On

1

Add Contact to Marketing List

Adds a contact to a specific marketing list.
2

Update or Create Contact in All Contacts by Email

Updates an existing contact or creates a new one if not found in All Contacts, identified by their email address.
3

Update or Create Contact in Marketing List by Email

Updates an existing contact or creates one if not found in a target list, identified by their email address.
4

Add Contact to Direct Select Segment in All Contacts

Adds a contact to a direct select segment in All Contacts.
5

Create Form Submission

Adds a contact's submission to a form list.
6

Update or Create Contact in All Contacts by External ID

Updates an existing contact or creates a new one if not found in All Contacts, identified by their unique ID in the source object.

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