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Integrate Agile CRM with Retently NPS

Sync NPS scores with Agile CRM and trigger NPS surveys from Agile CRM with Retently NPS. With Retently NPS & Agile CRM Integration, you can: send an NPS survey or add contact in Retently when a new ticket is added in Agile CRM or add Score to a Contact in the AgileCRM when an NPS score is received.

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About Agile CRM

Agile CRM is an easy, powerful and affordable Customer Relationship Management (CRM) software with sales and marketing automation for small businesses.

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Agile CRM to Retently NPS

1

New Ticket

Send an NPS survey or add contact in Retently when a new ticket is added in Agile CRM.
2

New Contact

Send an NPS survey or add contact in Retently when a new contact is add in AgileCRM.
3

New Case

Send an NPS survey or add contact in Retently when a new case is added in Agile CRM.
4

New Event

Send an NPS survey or add contact in Retently when a new event is created in Agile CRM.
5

New Tag to Contact

Send an NPS survey or add contact in Retently when a tag is added to contact in AgileCRM.
6

New Task

Send an NPS survey or add contact in Retently when a new task is added in the Agile CRM.
7

New Deal

Send an NPS survey or add contact in Retently when a new Deal is added in AgileCRM.
8

Changing Any Deal Milestone

Send an NPS survey or add contact in Retently when changing any milestone in Agile CRM.
9

Changed Deal Milestone

Send an NPS survey or add contact in Retently when a Deal reaches a specific milestone you choose.
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Retently NPS to Agile CRM

1

Add Score to Contact

Add Score to a Contact in the AgileCRM when an NPS score is received.
2

Add Event

Create event an event in Agile CRM when an NPS score is received.
3

Create Company

Create a New Company when an NPS score is received.
4

Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found and when an NPS score is received.
5

Create Deal

Create a deal in the Agile CRM when an NPS score is received.
6

Create Task

Create a Task for the Contact when an NPS score is received.
7

Create Case

Create a Case in Agile CRM when an NPS score is received.
8

Add Tag to Contact

Add Tag to a Contact in the Agile CRM when an NPS score is received.
9

Add Note

Add a Note to the Contact when an NPS score is received.
10

Create Contact

Creates New Contact in the Agile CRM when an NPS score is received.
11

Create Ticket

Creates Ticket in the Agile CRM when an NPS score is received.
12

Add to Campaign

Subscribe to a Campaign when an NPS score is received.

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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