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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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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.
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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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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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