Integrate Cloze with Retently NPS

Sync NPS scores with Cloze and trigger NPS surveys from Cloze with Retently NPS. With Retently NPS & Cloze Integration, you can: send an NPS survey or add contact in Retently when a person is added to a specific list or creates or updates a project when an NPS score is received.

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About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their con...

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Cloze to Retently NPS

1

New Person Added to a List

Send an NPS survey or add contact in Retently when a person is added to a specific list.
2

Person Removed From List

Send an NPS survey or add contact in Retently when a person is removed from a specific list.
3

Person Changes Stage

Send an NPS survey or add contact in Retently when a person changes stage.
Cloze logo

Retently NPS to Cloze

1

Create/Update a Project

Creates or updates a project when an NPS score is received.
2

Create ToDo

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

Create/Update a Person

Creates or updates a person when an NPS score is received.
4

Create/Update an Entity

Creates an entity when an NPS score is received.
5

Create a Note

Create or update a note when an NPS score is received.
6

Create Communication

Create a new communication record (email or call) when an NPS score is received.
7

Create Timeline Event

Creates a new timeline event e.g. Ticket Closed or Invoice Sent 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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