Integrate Buying Buddy with Retently

Trigger NPS/CSAT surveys when a lead is converted to a customer, sync lead contact information and interaction history with Retently, and use survey feedback to refine lead management strategies.

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About Buying Buddy

Buying Buddy allows users to manage leads by creating new leads, adding emails to lead history, and updating lead notes.

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Buying Buddy to Retently

1

New Lead

Triggers when a new lead is created.
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Retently to Buying Buddy

1

Create New Lead

Creates a new lead in your Buying Buddy account.
2

Add Email to Lead History

Imports an email to the history for an existing lead in your Buying Buddy account.
3

Add a Note to History for an Existing Lead

Adds a note to the lead's history for an existing lead in the LAC.

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