Integrate Clnto with Retently
Trigger NPS/CSAT surveys after key sales interactions like proposal acceptance or lead conversion, sync customer profiles to ensure consistent data across platforms, and use feedback scores to refine sales strategies and customer relationship management.
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About Clnto
Clnto is a platform for managing sales and customer relationships. It provides functionalities for invoice creation, lead and client management, and tracking proposal statuses.
Clnto to Retently
Invoice Is Paid
Triggers when there's an Invoice that is fully paid in Clnto.Lead Stage Is Changed
Triggers when a lead transitions to a specified stage.New Invoice Is Created
Triggers when a new Invoice is created.New Proposal Is Created
Triggers when a new Proposal is created.Proposal Is Accepted
Triggers when a proposal is accepted.Client Is Updated
Triggers when Client information is updated in Clnto.Invoice Is Sent
Triggers when an Invoice is sent to a Client.New Client Is Added
Triggers when a new client is added in Clnto.New Lead Is Added
Triggers when a new lead is added in Clnto.Payment Is Added
Triggers when a new payment record is added to Clnto.Proposal Is Sent
Triggers when a proposal is sent from Clnto.Lead Is Updated
Triggers when a Lead's information is updated.Retently to Clnto
Convert Lead to Client
Auto converts a Clnto Lead to a Client in Clnto.Add a New Activity (Todo, Meeting, Event, Etc.)
Creates a new activity on your Clnto Calendar.Create Invoice
Creates a new Invoice. Optionally auto sends the Invoice on creation.Create Proposal
Creates a new Proposal from the templates. Optionally auto sends the Proposal on creation.Update Lead
Updates the Lead in Clnto.Find Lead
Finds a Lead in Clnto.Find or Create Customer
Finds a Client in Clnto.Convert Proposal to Invoice
Converts your Proposal to Invoice directly.Create Client
Creates a new Client in your Clnto workspace.Create Lead
Creates a new Lead in your Clnto Sales Pipeline.Update Client
Updates the information of a Client.Find Client
Finds a Client in Clnto.Find Team Member
Finds the team member by their email id or full name.Find or Create Lead
Finds a Lead in Clnto.
Alex Bitca
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