Integrate BoardCRM with Retently

Sync customer profiles between BoardCRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant deal milestones or status changes, and use survey feedback to enhance customer communication strategies.

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About BoardCRM

BoardCRM is a customer relationship management tool that helps users manage deals, track status updates, and communicate with team members through comments and tags.

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BoardCRM to Retently

1

Add Comment to Deal

Triggers when a new comment is added to a deal.
2

Expired Deal Deadline

Triggers when a deal deadline is expired.
3

New Deal

Triggers when a new deal is created.
4

Successful Deal Deadline

Triggers when a deal deadline is successful.
5

Add Tag to Deal

Triggers when a new tag is added to a deal.
6

Lost Deal

Triggers when a deal is failed.
7

Set Deal Deadline

Triggers when a deal deadline is changed.
8

Update Deal

Triggers when a deal is updated.
9

Won Deal

Triggers when a deal is successful.
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Retently to BoardCRM

1

Update Deal Status

Updates the status of a deal.
2

Add Comment

Adds a comment to a deal.
3

Create Deal

Creates a new deal.
4

Set Deal Status

Changes a deal's status.
5

Add Tag

Adds a tag to a deal.
6

Set Deal Deadline

Sets a deal deadline.
7

Update Deal

Updates deal data.

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