Integrate ClientSuccess with Retently

Trigger NPS/CSAT surveys after significant client interactions or milestones, sync customer profiles to ensure up-to-date feedback data, and use survey responses to adjust client management strategies and improve satisfaction.

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About ClientSuccess

ClientSuccess is a client management tool that helps organizations manage and improve client relationships through various engagement and tracking features.

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ClientSuccess to Retently

1

New Client

Triggers when a new client is added.
2

New Contract

Triggers when a new contract is added to a client.
3

New Pulse

Triggers when a new pulse is added to a client.
4

New Task

Triggers when a new task is added to a client.
5

New Contact

Triggers when a new contact is created.
6

New User

Triggers when a new user/employee is added to your organization.
7

New Subscription

Triggers when a new subscription is added to a client.
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Retently to ClientSuccess

1

Create Contact

Creates a new contact within a client.
2

Create Engagement Interaction

Creates a new engagement interaction on a client.
3

Create Subscription

Creates a new subscription.
4

Update Task

Updates a task.
5

Find Client by ID

Finds an existing client in your account by ID.
6

Find Client

Find a client by the external ID.
7

Create Client

Creates a new client.
8

Create Contract

Creates a new contract.
9

Create Pulse

Creates a new pulse on a client.
10

Create Task

Creates a new task.
11

Find Client by External ID

Finds an existing client in your account by external ID.
12

Find Contact

Finds an existing contact in your account.
13

Find Contact by Email

Finds a contact by email. Optionally, create one if none are found.

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