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Integrate Clevertim CRM with Retently NPS

Sync NPS scores with Clevertim CRM and trigger NPS surveys from Clevertim CRM with Retently NPS. With Retently NPS & Clevertim CRM Integration, you can: send an NPS survey or add contact in Retently when a new case is created or create a new company when an NPS score is received.

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About Clevertim CRM

Clevertim is an easy to learn & use, web based CRM and contact manager for small businesses. Our primary strengths are: ease of use, speed, focus on productivity for small businesses

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retently nps to Clevertim CRM

Clevertim CRM logo

Clevertim CRM to retently nps

1

New Case

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

2

New Task

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

3

New Company

Send an NPS survey or add contact in Retently when a new company is created.

4

New Contact

Send an NPS survey or add contact in Retently when a new contact (person) is created.

5

New Opportunity

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

1

New Company

Create a new company when an NPS score is received.

2

New Contact

Create a new contact (person) when an NPS score is received.

3

New Opportunity

Create a new opportunity when an NPS score is received.

4

New Case

Create a new case when an NPS score is received.

5

New Task

Create a new task when an NPS score is received.

Clevertim CRM logo

Clevertim CRM to retently nps

1

New Case

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

2

New Task

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

3

New Company

Send an NPS survey or add contact in Retently when a new company is created.

4

New Contact

Send an NPS survey or add contact in Retently when a new contact (person) is created.

5

New Opportunity

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

Clevertim CRM logo

retently nps to Clevertim CRM

1

New Company

Create a new company when an NPS score is received.

2

New Contact

Create a new contact (person) when an NPS score is received.

3

New Opportunity

Create a new opportunity when an NPS score is received.

4

New Case

Create a new case when an NPS score is received.

5

New Task

Create a new task 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