Integrate CLG App with Retently

Sync client profiles between CLG App and Retently to ensure up-to-date customer information, trigger NPS/CSAT surveys when client statuses are updated, and use feedback scores to improve client management strategies.

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About CLG App

The CLG App enables users to manage clients and leads through various interactive features. It allows creating, updating, and monitoring client and lead statuses and generating letters.

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CLG App to Retently

1

Client Status Changed

Triggers when a client status is changed.
2

New Client

Triggers when a new client is created.
3

New Letter Generated

Triggers when a new letter is generated.
4

Update Lead

Triggers when a lead is updated.
5

Delete Lead

Triggers when a lead is deleted.
6

New Lead

Triggers when a new lead is created.
7

Update Client

Triggers when a client is updated.
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Retently to CLG App

1

Create Lead

Creates a new lead.
2

Update Lead

Updates an existing lead.
3

Find Lead

Finds a lead based on email.
4

Find or Create a Lead

Finds or creates a lead.
5

Create Client

Creates a new client.
6

Update Client

Updates an existing client.
7

Find Client

Finds a client based on email or phone.
8

Find or Create a Client

Finds or creates a client.

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