Integrate Boostapp with Retently

Trigger NPS/CSAT surveys after significant client interactions or lead stage changes, sync customer profiles between Boostapp and Retently, and use survey responses to enhance client relationship strategies.

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About Boostapp

Boostapp is a tool for managing client relationships, lead stages, and tasks. It allows users to create, update, and find clients and leads, as well as send messages through various channels.

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Boostapp to Retently

1

New Client

Triggers when a new client is created.
2

New Lead Stage Change

Triggers when a new lead stage change is created.
3

New Lead

Triggers when a new lead is created.
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Retently to Boostapp

1

Create Lead

Creates a new lead.
2

Create New Task

Creates a new task, probably with input from previous steps.
3

Update Lead Stage

Updates existing lead to another stage from the pipeline.
4

Find or Create Client

Finds a client by client Id/Email/Phone.
5

Create New Client

Creates new client with status Active / archived.
6

Send Message

Creates and sends a new Email / SMS / Push notification.
7

Update Client Status

Updates Active / Archived client status.
8

Find Client

Finds a client by client Id/Email/Phone.

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