Integrate Clienty with Retently

Integrate Clienty to trigger NPS/CSAT surveys after significant sales milestones or customer interactions, sync customer data between Clienty and Retently to ensure accurate feedback targeting, and utilize survey responses to enhance customer relationship strategies.

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About Clienty

Clienty is a customer relationship management tool that allows users to manage leads, sales, and tasks efficiently.

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Clienty to Retently

1

Lead Status Changed

Triggers when the status of a Lead is changed.
2

New Sale

Triggers when a new sale is created.
3

New Lead

Triggers when a new Lead is created.
4

New Task

Triggers when a new Task is created.
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Retently to Clienty

1

Change Lead Status

Changes the lead status in Clienty CRM.
2

Create New Lead

Creates a new lead in the system.
3

Create Lead Sale

Creates a new sale in Clienty CRM.

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