Integrate Apizeal with Retently

Sync customer contact details and lead interactions with Retently, trigger NPS/CSAT surveys after significant lead interactions, and use feedback scores to prioritize lead follow-ups.

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About Apizeal

Apizeal provides tools for managing contacts and leads, including creating and updating records, sending SMS messages, and handling calendar events.

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Apizeal to Retently

1

Contact Created

Triggers when a new contact is created in Apizeal.
2

Lead Created

Triggers when a new lead is created in Apizeal.
3

Calendar Event Created

Triggers when a calendar event is created in Apizeal.
4

User Created

Triggers when a user is created in Apizeal.
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Retently to Apizeal

1

Create/Update Contact

Creates a new contact or updates an existing contact in Apizeal.
2

Create/Update Lead

Creates a new lead or updates an existing lead in Apizeal.
3

Send SMS to a Contact

Sends a new SMS to a contact.
4

Get Contact by Personal Information

Finds a contact by personal information.
5

Get Policy by Date of Birth, Zip Code and Last Name

Finds policy by client's date of birth, zip code, and last name.
6

Create Calendar Event

Creates an event in your Apizeal calendar.
7

Create/Update User

Creates a new user or updates an existing user in Apizeal.
8

Send SMS to a User

Sends a new SMS to a user.
9

Get Last Policy by Contact ID

Finds the contact's last policy by the provided Contact ID.

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