Integrate c2a with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as calls or account updates, sync customer contact and account information with Retently, and use survey feedback to enhance CRM strategies and customer engagement.

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About c2a

Facilitates interactions related to calls, contacts, accounts, leads, and activities within a sales and CRM context.

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c2a to Retently

1

Synchronized Call

Triggers when a call was synchronized.
2

Outgoing Call

Triggers when a new outgoing call is created.
3

Unanswered Call

Triggers when an unanswered Call occurs.
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Retently to c2a

1

Create Activity

Creates new Activity.
2

Create Contact

Creates a Contact.
3

Create Lead

Creates new Lead.
4

Make Call

Creates a Call from Your terminal to specified phone number.
5

Find Account

Finds an Account using name, additional identified field 1-4, PESEL, NIP or External ID.
6

Find Deal

Finds a Deal using description, Internal ID, External ID or account name.
7

Find or Create Account

Finds an Account using name, additional identified field 1-4, PESEL, NIP or External ID.
8

Create Account

Creates new Account.
9

Create Address

Creates an Address.
10

Create Deal

Creates new Deal.
11

Create Task

Creates new Task.
12

Send SMS

Send SMS to specified phone number with additional data.
13

Find Activity

Finds an Activity using label, description, location or Internal ID.
14

Find Lead

Finds a Lead using name, additional identified field 1-4, phone number or External ID.
15

Find or Create Leads

Finds a Lead using name, additional identified field 1-4, phone number or External ID.

Related blog posts

Does Net Promoter Score Work for B2B Companies? You Bet It Does!

Some people argue that NPS® doesn’t work effectively for B2B companies....

Alex BitcaAlex BitcaAug 24, 20239 min read
NPS-for-B2B

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