Integrate Angaza with Retently

Sync customer profiles between Angaza and Retently to ensure up-to-date contact information and preferences, trigger NPS/CSAT surveys after significant account updates or status changes, and utilize survey feedback to enhance sales strategies and customer relationship management.

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RetentlyAngaza logo

About Angaza

Angaza provides functionality for account and prospect management within sales and CRM applications, including account creation and status updates.

Angaza logoRetently

Angaza to Retently

1

New Account

Triggers when a new account is created.
2

Updated Prospect Status

Triggers when a prospect has a new status.
3

New Prospect

Triggers when a new prospect is created.
4

Account Paid Off

Triggers when an account is paid off, indicating accounts with an 'Unlocked' status.
RetentlyAngaza logo

Retently to Angaza

1

Overdue Accounts

Provides the number of days overdue and a list of accounts that match the filter.
2

Create Prospective Account

Creates a prospective account.
3

Create Account

Creates an account.
4

Create Task

Creates a task.

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