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Integrate Capsule CRM with Retently NPS

Sync NPS scores with Capsule CRM and trigger NPS surveys from Capsule CRM with Retently NPS. With Retently NPS & Capsule CRM Integration, you can: send an NPS survey or add contact in Retently when a new person is added or add a new task when an NPS score is received.

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About Capsule CRM

Online CRM for individuals, small businesses and sales teams wanting a simple, effective and affordable solution. Manage your contacts and their history. Opportunity pipeline and case management.

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retently nps to Capsule CRM

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Capsule CRM to retently nps

1

New Person

Send an NPS survey or add contact in Retently when a new person is added.

2

New Task

Send an NPS survey or add contact in Retently when a new open task is added.

3

New User

Send an NPS survey or add contact in Retently when a new user is added.

4

New Milestone

Send an NPS survey or add contact in Retently when a new milestone is added.

5

New Case

Send an NPS survey or add contact in Retently when a new case is added.

6

New Organization

Send an NPS survey or add contact in Retently when a new organization is added.

7

New Opportunity

Send an NPS survey or add contact in Retently when a new opportunity is added.

1

Create Task

Add a new task when an NPS score is received.

2

Create Organization

Create a new organization when an NPS score is received.

3

Create Person

Create a new person when an NPS score is received.

4

Create Tag on Party

Add a new tag on a specific party (person or organization) when an NPS score is received.

5

Create Case

Create a new case when an NPS score is received.

6

Create Note on Party

Add a new note on a specific party (person or organization) when an NPS score is received.

7

New Opportunity

Create a new opportunity when an NPS score is received.

Capsule CRM logo

Capsule CRM to retently nps

1

New Person

Send an NPS survey or add contact in Retently when a new person is added.

2

New Task

Send an NPS survey or add contact in Retently when a new open task is added.

3

New User

Send an NPS survey or add contact in Retently when a new user is added.

4

New Milestone

Send an NPS survey or add contact in Retently when a new milestone is added.

5

New Case

Send an NPS survey or add contact in Retently when a new case is added.

6

New Organization

Send an NPS survey or add contact in Retently when a new organization is added.

7

New Opportunity

Send an NPS survey or add contact in Retently when a new opportunity is added.

Capsule CRM logo

retently nps to Capsule CRM

1

Create Task

Add a new task when an NPS score is received.

2

Create Organization

Create a new organization when an NPS score is received.

3

Create Person

Create a new person when an NPS score is received.

4

Create Tag on Party

Add a new tag on a specific party (person or organization) when an NPS score is received.

5

Create Case

Create a new case when an NPS score is received.

6

Create Note on Party

Add a new note on a specific party (person or organization) when an NPS score is received.

7

New Opportunity

Create a new opportunity when an NPS score is received.

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Use API

Use Retently API to integrate with your web application

Our API allows you to connect Retently to your web application or an on-premise software. The API gives you the possibility to build custom integrations, workflows and scenarios using Retently OAuth.

  • List your customers from Retently
  • Get latest customer score
  • Get latest customer feedback
  • Create and update customers in Retently
  • Send transactional NPS surveys
CHECK API DOCUMENTATION