Integrate AlterEstate with Retently

Trigger NPS/CSAT surveys after deal closures or significant client interactions, sync client profiles and communication history to ensure up-to-date customer data, and utilize feedback scores to improve client relationship strategies.

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About AlterEstate

AlterEstate is a software tool designed for real estate agencies to facilitate client relationships and manage deals effectively.

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AlterEstate to Retently

1

New Form Entry

Triggers when any visitor completes the form.
2

New Lead on Round Robin

A new lead is assigned through a round robin.
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Retently to AlterEstate

1

New Deal

Creates a contact and a deal inside your company.

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