Integrate Baton with Retently

Trigger NPS/CSAT surveys after key onboarding milestones or project completions, sync customer onboarding progress and profiles with Retently, and use feedback to improve onboarding processes and customer satisfaction.

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About Baton

Baton is a platform for managing software implementations and customer onboarding. It facilitates project creation and template management.

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Baton to Retently

1

New Projects Based on Status

Triggers when a project appears under certain status.
2

Templates

Triggers when a new template is created.
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Retently to Baton

1

Create Project

Creates a project on Baton.
2

Search Template

Searches a template from the list of templates.

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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

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