Integrate BIGContacts with Retently

Sync customer contact information and interaction history with Retently to ensure accurate survey targeting. Trigger NPS/CSAT surveys after significant customer interactions such as meetings or task completions. Use survey responses to update customer profiles and inform future interactions.

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About BIGContacts

BIGContacts is a contact management system that allows users to create, update, and manage contacts, notes, tasks, and meetings effectively.

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BIGContacts to Retently

1

New Contact

Triggers when a new Contact is created.
2

New Note

Triggers when a new Note is created.
3

Update Contact

Triggers when a Contact is updated.
4

New Meeting

Triggers when a new meeting is created.
5

New Task

Triggers when a new task is created.
6

Update Meeting

Triggers when a meeting is updated.
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Retently to BIGContacts

1

Create or Update Contact

Creates or updates a Contact in the system.
2

Create or Update Task

Creates or updates a Task in the system.
3

Create or Update Meeting

Creates or updates a Meeting in the system.

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