Integrate Client Diary with Retently
Automatically update customer profiles in Retently when a new client is created or an existing client is updated in Client Diary, ensuring accurate and timely survey distribution.
Start Free Trial
About Client Diary
Triggers when a new client is created or an existing client is updated.

Client Diary to Retently
Client Trigger
Triggers when a new client is created or an existing client is updated.
Retently to Client Diary
Similar Sales & CRM integrations
10xCRMzapierSync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...
Learn more
17hatszapierThe most compelling integration scenario is syncing customer data between 17hats and Retently. When...
Learn more
1CRMzapierSync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Learn more
3C ConnectzapierTrigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...
Learn more
4DegreeszapierTrigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...
Learn more
5 Stars...zapierUse imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...
Learn more
Abby ConnectzapierTrigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...
Learn more
Accountable CRMzapierTrigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...
Learn more
AccuLynxzapierTrigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...
Learn more
Act!zapierSync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Learn more
ActionstepzapierTrigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...
Learn more
Acuity SchedulingzapierTrigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...
Learn more
Greg Raileanu