Integrate ChargeKeep with Retently

Trigger NPS/CSAT surveys after subscription changes or invoice generation, sync customer contact and subscription details with Retently, and use feedback scores to enhance customer retention strategies.

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About ChargeKeep

ChargeKeep enables users to manage leads, subscriptions, contacts, products, and invoices efficiently within a CRM environment.

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ChargeKeep to Retently

1

New Lead

Triggers when a new lead is created.
2

New Subscription

Triggers when a new subscription is created.
3

New Payment

Triggers when a new payment is created.
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Retently to ChargeKeep

1

Add or Update Contact (Extended)

Adds or updates a contact (extended version).
2

Create Product

Creates a new product in the CRM.
3

Add or Update Subscription

Creates a new subscription.
4

Add or Update Contact

Creates a new contact.
5

Create Invoice

Creates a new invoice in the CRM.
6

Get Contact Details

Retrieves details of a contact.

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