Integrate Business Pilot with Retently
Trigger NPS/CSAT surveys after significant customer interactions like lead conversion or invoice generation, sync customer profiles and contact information, and utilize feedback scores to enhance customer relationship management strategies.
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About Business Pilot
Business Pilot provides tools for managing contacts, enquiries, leads, invoices, and purchase orders within a centralized system. It allows users to create, update, and monitor different business processes effectively.
Business Pilot to Retently
New Contact
Triggers when there's a new contact.New Enquiry
Triggers when a new enquiry is created.New Lead
Triggers when there's a new lead.New Purchase Order Invoice
Triggers when a new purchase order invoice is created.New Supplier
Triggers when there's a new supplier.Updated Contract
Triggers when there's an updated contract.Updated Invoice
Triggers when an invoice is updated.Updated Purchase Order
Triggers when a purchase order is updated.Updated Purchase Order Invoice Query
Triggers when a purchase order invoice query is updated.New Contract
Triggers when there's a new contract.New Invoice
Triggers when a new invoice is created.New Purchase Order
Triggers when a new purchase order is created.New Purchase Order Invoice Query
Triggers when a new purchase order invoice query is created.Updated Contact
Triggers when there's an updated contact.Updated Enquiry
Triggers when an enquiry is updated.Updated Lead
Triggers when there's an updated lead.Updated Purchase Order Invoice
Triggers when a purchase order invoice is updated.Updated Supplier
Triggers when there's an updated supplier.Retently to Business Pilot
Create Contact Note
Creates a contact note in the system.Create Enquiry
Creates an enquiry in the system.Update Contact Marketing Preferences
Updates the marketing preferences for a contact.Update Enquiry Marketing Preferences
Updates enquiry marketing preferences.Find All Contacts
Finds all contacts in the system (using item lists).Find All Contracts
Finds all contracts in the system (using item lists).Find All Enquiries
Finds all enquiries in the system (using item lists).Find All Leads
Finds all leads in the system (using item lists).Find a Lead Type
Finds a lead type in the system.Find All Product Interests
Finds all product interests (using item lists).Find All Project Types
Finds all project types (using item lists).Find All Purchase Order Invoices
Finds all purchase order invoices (using item lists).Find Roles
Finds all roles in the system.Find Suppliers
Lists all suppliers in the system.Find an Enquiry
Finds an enquiry in the system.Find a Lead
Finds a lead in the system.Find a Purchase Order Invoice
Finds a purchase order invoice in the system.Create Contract Note
Creates a contract note in the system.Create Lead Note
Creates a lead note in the system.Update Contact Marketing Preferences by Email Address
Updates a contact's marketing preference types by email.Update Enquiry Marketing Preferences by Email Address
Updates the marketing preferences for an enquiry by email.Find a Contact
Finds a contact in the system.Find a Contract
Finds a contract in the system.Find All Invoices
Finds all invoices (using item lists).Find All Lead Sources
Lists all lead sources (using item lists).Find All Lead Types
Finds all lead types in the system (using item lists).Find All Product Types
Finds all product types (using item lists).Find All Purchase Orders
Finds all purchase orders (using item lists).Find All Purchase Order Invoice Queries
Finds all purchase order invoice queries (using item lists).Find All Sales Areas
Finds all sales areas (using item lists).Find Users
Finds all users in the system.Find an Invoice
Finds an invoice in the system.Find a Purchase Order
Finds a purchase order in the system.Find a Purchase Order Invoice Query
Finds a purchase order invoice query in the system.
Alex Bitca
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