Integrate Clarity CRM with Retently

Sync customer profiles and contact information between Clarity CRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or opportunity closure, and use feedback scores to enhance customer relationship strategies.

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RetentlyClarity CRM logo

About Clarity CRM

Clarity CRM offers tools for managing leads, opportunities, and contacts. Users can create, update, and find leads, opportunities, products, and quotations within the CRM system.

Clarity CRM logoRetently

Clarity CRM to Retently

1

New Lead Created

Triggers when a new lead is created in Claritysoft CRM.
2

New Lead Edited

Triggers when a lead is edited in Claritysoft CRM.
3

New Lead Deleted

Triggers when a lead is deleted in Claritysoft CRM.
RetentlyClarity CRM logo

Retently to Clarity CRM

1

Find Lead

Finds an existing lead in Claritysoft CRM.
2

Find or Create Contact

Finds an existing contact in Claritysoft CRM.
3

Find or Create Opportunity

Finds an existing opportunity in Claritysoft CRM.
4

Find or Create Product

Finds an existing product in Claritysoft CRM.
5

Find or Create Quotation

Finds an existing quotation in Claritysoft CRM.
6

Find or Create Sales-order

Finds an existing sales-order in Claritysoft CRM.
7

Create Lead

Creates a new lead in Claritysoft CRM.
8

Find or Create Account

Find or Create Account.
9

Find or Create Lead

Find or Create Lead.
10

Find or Create Opportunity Line

Find or Create Opportunity Line.
11

Find or Create Product Group

Finds an existing product-group in Claritysoft CRM.
12

Find or Create Quotation Line

Find or Create Quotation Line.
13

Find or Create Sales-order Line

Finds an existing sales-order line in Claritysoft CRM.

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