Integrate Anthill with Retently
Trigger NPS/CSAT surveys after sales or issue resolution, sync customer profiles and interaction history with Retently, and use feedback scores to enhance account management and sales strategies.
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About Anthill
Anthill offers functionalities for account management, issue tracking, and sales processing. It allows users to create, update, and manage enquiries, leads, and sales efficiently.
Anthill to Retently
New or Updated Account
Triggers when an account is added or updated.New or Updated Issue
Triggers when an issue is added or updated.New or Updated Purchase Order
Triggers when a purchase order is added or updated.New or Updated Enquiry
Triggers when an enquiry is added or updated.New or Updated Lead
Triggers when a lead is added or updated.New or Updated Sale
Triggers when a sale is added or updated.Retently to Anthill
Create/Update Account
Creates a new account or updates an existing account.Create Enquiry
Creates a new enquiry in Anthill.Create Issue
Creates a new issue in Anthill.Create Lead
Creates a new lead in Anthill.Create Sale
Creates a new sale in Anthill.Upload Document
Uploads a document to Anthill.Update an Account Consent
Updates the consent options for an account.Edit Enquiry Details
Updates the fields on an associated enquiry.Edit Lead Details
Updates the fields on an associated lead.Convert Lead to Sale
Converts a lead to a new sale.Find Issue
Find issues by external reference.Find Sale
Find sales by external reference.Find Single Account
Finds a single account by search term.New Customer Update
Adds an update to an existing customer.New Enquiry Update
Adds an update to an existing enquiry.New Issue Update
Adds an update to an existing issue.New Lead Update
Adds an update to an existing lead.New Sale Update
Adds an update to an existing sale.Upload Attachment
Uploads an attachment to an Anthill customer.Edit Customer Details
Updates the fields on an associated customer.Edit Issue Details
Updates the fields on an associated issue.Edit Sale Details
Updates the fields on an associated sale.Find Enquiry
Find enquiries by external reference.Find Lead
Find lead by external reference.Find First Account
Finds the first account by search term.
Alex Bitca
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