Integrate Agile CRM with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as closing a deal or resolving a support ticket, sync customer profiles and interaction history with Retently, and use survey feedback to enhance customer relationship strategies.

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About Agile CRM

Agile CRM is a customer relationship management tool that provides features for managing contacts, deals, tickets, and tasks. It ensures tracking of interactions and milestones within the CRM system.

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Agile CRM to Retently

1

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.
2

New Case

Triggers when a new case is added in Agile CRM.
3

New Deal

Triggers when a new Deal is added in Agile CRM.
4

New Ticket

Triggers when a new ticket is added in Agile CRM.
5

New Tag to Contact

Triggers when a tag is added to a contact in Agile CRM.
6

Changing Any Deal Milestone

Triggers when any milestone in Agile CRM is changed.
7

New Contact

Triggers when a new contact is added in Agile CRM.
8

New Event

Triggers when a new event is created in Agile CRM.
9

New Task

Triggers when a new task is added in Agile CRM.
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Retently to Agile CRM

1

Add Note

Adds a note to the contact.
2

Add Tag to Contact

Adds a tag to a contact in Agile CRM.
3

Create Contact

Creates a new contact in Agile CRM.
4

Add Event

Creates an event in Agile CRM.
5

Create Task

Creates a task for the contact.
6

Add to Campaign

Subscribes a contact to a campaign.
7

Add Score to Contact

Adds a score to a contact in Agile CRM.
8

Create Company

Creates a new company in Agile CRM.
9

Create Deal

Creates a deal in Agile CRM.
10

Create Ticket

Creates a ticket in Agile CRM.
11

Create or Update Contact

Updates the contact in Agile CRM based on the email address, or creates a contact if one is not found.

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