Integrate Centerpoint Connect with Retently

Trigger NPS/CSAT surveys after service ticket resolutions or opportunity updates, sync customer profiles and interaction history with Retently, and use feedback scores to enhance service processes and customer relationship management.

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About Centerpoint Connect

Centerpoint Connect enables users to manage opportunities and service tickets, updating their status within a production workflow. It allows for the creation of sales leads.

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Centerpoint Connect to Retently

1

Opportunity Created or Updated

Triggers when an opportunity is updated or created.
2

Service Ticket Created or Updated

Triggers when a service ticket is updated or created.
3

Production Ticket Created or Updated

Triggers when a production ticket is updated or created.
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Retently to Centerpoint Connect

1

Update Production Workflow Stage

Updates the workflow stage in a production.
2

Create Lead

Creates a sales lead in Centerpoint.

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