Integrate Apex27 with Retently

Sync customer profiles between Apex27 and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as new lead creation or contact updates, and utilize survey feedback to enhance customer relationship management strategies.

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About Apex27

Apex27 offers functionality for managing contacts, listings, and leads within a CRM system, enabling users to create, update, and organize customer interactions and information.

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Apex27 to Retently

1

New/Update Contact

Triggers when a contact is created or updated inside Apex27
2

New/Updated Listing

Triggers when a listing is created or updated inside Apex27
3

New/Updated Lead

Triggers when a lead is created or updated inside Apex27
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Retently to Apex27

1

Create / Update Contact Note

Creates a note linked to a contact
2

Create / Update Listing

Creates or updates a listing
3

Create Notification

Creates a notification inside Apex27
4

Upload Image for Listing

Uploads an image to a listing
5

Find Contact by Email

Finds a contact using an email address
6

Find Listing

Returns the listing specified by the ID parameter
7

Create / Update Contact

Creates a new contact, or updates an existing contact if you pass the existing contact ID
8

Create / Update Lead

Creates or updates a lead inside Apex27
9

Create / Update Listing Note

Creates or updates a listing note
10

Upload Document for Listing

Uploads a document to the specified listing
11

Find Contact

Finds a specific contact reference by the ID
12

Find Lead

Finds a specific lead referenced by the ID

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