Integrate Berg System with Retently

Trigger NPS/CSAT surveys after significant customer interactions or sales events, sync customer profiles and sales data with Retently, and utilize survey feedback to enhance sales strategies and customer relationship management.

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RetentlyBerg System logo

About Berg System

Berg System offers functionalities for customer management, including creating, finding, and managing customer sales opportunities. It monitors events related to customer interactions and sales processes.

Berg System logoRetently

Berg System to Retently

1

Collect Created Customer

Triggers when there's a new contact.
2

Get Selling Process Steps

Triggers when there's a new selling process for new contact.
3

Get Selling Process

Triggers when there's a new contact.
RetentlyBerg System logo

Retently to Berg System

1

Create Sale Opportunity

Creates a Sale Opportunity for given customer.
2

Find or Create Customer

Find Customer by Email.
3

Create Customer

Creates the customer in the system.
4

Find Customer by Email

Find Customer by Email.

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