Integrate Close with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as calls or emails, sync customer contact details and interaction history with Retently, and use feedback scores to refine sales strategies and improve customer communication.

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About Close

Close is a sales productivity platform that facilitates communication with prospects and customers through built-in calling, SMS, and email. It allows users to manage leads, contacts, and opportunities efficiently in one place.

Close to Retently

New Call Recording

Triggers when a new call recording or voicemail is added to Close.

New Call

Triggers when a new call is created or completed.

New Contact

Triggers when a new contact is created.

New or Updated Custom Object

Triggers when a custom object is created or updated.

New Export

Triggers when a new export is created or completed.

New Lead

Triggers when a new lead is created.

New Lead in Smart View

Triggers when a new lead is added to a Smart View.

New Membership Added or Removed

Triggers when a new membership is added to or removed from your Close organization.

New Note

Triggers when a new note is created.

New Opportunity

Triggers when a new opportunity is added.

New SMS

Triggers when a new inbound SMS is created or an outbound SMS is sent.

New Unsubscribed Email

Triggers when a new email address is unsubscribed from Close.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

New Contact in Contact Smart View

Triggers when a new contact is added to a contact smart view.

Published Custom Activity

Triggers when a custom activity is published.

New Email

Triggers when a new incoming email is created or an outgoing email is sent.

New Inbox Item

Triggers when a new item is created in your inbox, done, or future folder.

New Lead in Status

Triggers when a lead enters a new status.

New Meeting

Triggers when a meeting is scheduled, started, completed, canceled, or declined.

New Event

Triggers when a new event is created.

New Opportunity in Status

Triggers when an opportunity enters a new status.

New or Updated Workflow Subscription

Triggers when a contact is subscribed to a workflow.

New Task

Triggers when a new task is created or completed.

Retently to Close

Delete Logged Call

Deletes a logged call.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Merge Two Leads

Merges one lead into another lead.

Create Bulk Action

Creates a new bulk action.

Create Bulk Workflow Subscription Action

Creates a new bulk workflow subscription action.

Create Contact

Creates a new contact.

Create Custom Object

Creates a new custom object.

Create Export

Creates a new export of leads, opportunities, or contacts based on a lead search query.

Create Lead

Creates a new lead.

Find Number of Leads in Smart View

Finds the total number of leads in a given smart view.

Run Opportunity Report

Runs an opportunity report for your organization.

Run Sent Email Report

Runs a sent email report for your organization.

Create Lead Smart View

Creates a new lead smart view.

Run Status Change Report

Runs a status change report for your organization.

Select Random User

Selects a random user from your organization.

Toggle Forwarding on Phone Number

Turns on and off call forwarding for a specific number.

Update Call

Updates an existing call.

Update Custom Activity

Updates an existing custom activity.

Update Lead

Updates an existing lead.

Update Opportunity

Updates an existing opportunity.

Update Lead Smart View

Updates an existing lead smart view.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Connected Account

Finds a connected account you can use to send emails.

Find Custom Activity

Finds an existing custom activity.

Find Group

Finds an existing group.

Find Opportunity

Finds an existing opportunity.

Find Task

Finds an existing task.

Find or Create Contact

Finds or creates a contact.

Find or Create Custom Object

Finds or creates a custom object.

Find or Create Note

Finds or creates a note.

Find or Create Task

Finds or creates a task.

Add Address to Lead

Adds an address to a lead.

Delete Email

Deletes an email on a lead.

Export Activity Report to CSV

Exports an activity overview report to a CSV file.

Run Activity Overview Report

Runs an activity overview report for your organization.

Create Bulk Email

Creates a new bulk email.

Create Call

Creates a new call.

Create Custom Activity

Creates a new custom activity.

Create Email

Creates a new email.

Add User

Adds a new user to your Close organization.

Create Note

Creates a new note.

Run Opportunity Funnel Report

Runs an opportunity funnel report for your organization.

Create Opportunity

Creates a new opportunity.

Subscribe Contact to Workflow

Subscribes a contact to a workflow.

Create SMS

Creates a new SMS.

Create Task

Creates a new task.

Resubscribe Email

Resubscribes an email address.

Unsubscribe Email

Unsubscribes an email address.

Update Contact

Updates an existing contact.

Update Custom Object

Updates an existing custom object.

Update Note

Updates an existing note.

Update Workflow Subscription

Updates an existing workflow subscription.

Update Task

Updates an existing task.

Find Call

Finds an existing call.

Find Contacts

Finds existing contacts.

Find Custom Objects

Finds an existing custom object.

Find Lead

Finds an existing lead.

Find Note

Finds an existing note.

Find Workflow Subscription

Finds an existing workflow subscription.

Find User

Finds an existing Close user.

Find or Create Custom Activity

Finds or creates a custom activity.

Find or Create Lead

Finds or creates a lead.

Find or Create Opportunity

Finds or creates an opportunity.

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

Table of ContentsKey TakeawaysWhat Is Customer Lifetime Value?How to Inc...

Alex BitcaJul 24, 202421 min read

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