Integrate Agency Elephant with Retently

Trigger NPS/CSAT surveys when a lead is converted to a customer, sync lead and customer data to keep profiles updated, and use survey responses to refine lead management strategies.

Start Free Trial
RetentlyAgency Elephant logo

About Agency Elephant

Manages leads within a pipeline, including actions for adding, moving, and tagging leads, as well as creating and updating lead information.

Agency Elephant logoRetently

Agency Elephant to Retently

1

Pipeline Status Added or Removed From Lead

Triggers when a Pipeline Status is added or removed from a Lead.
2

Lead Copied or Moved

Triggers when a Lead is copied or moved to Group.
3

New Lead Added to Group

Triggers when a new Lead is added to a Group.
4

Tag Added or Removed From Lead

Triggers when a Tag is added or removed from a Lead.
5

New Group

Triggers when a new Group is created.
RetentlyAgency Elephant logo

Retently to Agency Elephant

1

Add/Remove Tag From Lead

Adds or removes a tag from Lead.
2

Create or Update Lead

Creates a new lead, or updates an existing lead.
3

Add/Remove Pipeline Status From Lead

Adds or removes a pipeline status from Lead.
4

Copy/Move Lead

Copies or moves a Lead to group.
5

Find Lead

Finds a lead by keywords like name, email, phone, city, etc.

Related blog posts

Who Should B2B Companies Survey: Key Contacts or Product Users?

Table of ContentsKey TakeawaysMore Data Equals More Insights and Better...

Alex BitcaAlex BitcaJul 26, 20245 min read
Who Should B2B Companies Survey: Key Contacts or Product Users?

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 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

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

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