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Integrate Close.io with Retently NPS

Sync NPS scores with Close.io and trigger NPS surveys from Close.io with Retently NPS. With Retently NPS & Close.io Integration, you can: send an NPS survey or add contact in Retently when a new lead is added (with line items support) or creates a new email when an NPS score is received.

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About Close.io

Close.io is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.

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Close.io to Retently NPS

1

New Lead

Send an NPS survey or add contact in Retently when a new lead is added (with line items support).
2

New Opportunity

Send an NPS survey or add contact in Retently when a new opportunity is added.
3

New SMS

Send an NPS survey or add contact in Retently when a new SMS is created.
4

New Task

Send an NPS survey or add contact in Retently when a new task is created.
5

New Opportunity Status Change

Send an NPS survey or add contact in Retently when a new Opportunity Status Change is created.
6

New Email

Send an NPS survey or add contact in Retently when a new Email is created.
7

New Note

Send an NPS survey or add contact in Retently when a new Note is created.
8

New Contact

Send an NPS survey or add contact in Retently when a new contact is created.
9

New Call

Send an NPS survey or add contact in Retently when a new Call is created.
10

New Lead Status Change

Send an NPS survey or add contact in Retently when a new Lead Status Change is created.
11

New Export

Send an NPS survey or add contact in Retently when a new Export is created.
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Retently NPS to Close.io

1

New Email

Creates a new email when an NPS score is received.
2

New Opportunity

Creates a new opportunity when an NPS score is received.
3

Update Contact

Updates an existing Contact when an NPS score is received.
4

New Lead

Creates a new lead (with line items support) when an NPS score is received.
5

New Note

Creates a new note when an NPS score is received.
6

New Contact

Creates a new Contact when an NPS score is received.
7

New Task

Creates a new Task when an NPS score is received.
8

Delete Logged Call

Delete logged call when an NPS score is received.
9

Merge Two Leads

Merges one lead into another lead when an NPS score is received.
10

Update Call

Updates an existing Call when an NPS score is received.
11

New SMS

Creates a new SMS when an NPS score is received.
12

Update Lead

Updates an existing Lead when an NPS score is received.
13

Update Task

Updates an existing Task when an NPS score is received.
14

Update Note

Updates an existing Note when an NPS score is received.
15

Run Activity Report

Runs an activity report for your organization when an NPS score is received.
16

New Call

Creates a new call when an NPS score is received.
17

New Bulk Email

Creates a new bulk email when an NPS score is received.
18

Update Opportunity

Updates an existing Opportunity when an NPS score is received.

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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