Integrate Cogmento CRM with Retently
Trigger NPS/CSAT surveys after significant customer interactions such as deal closures or support case resolutions, sync customer contact details and interaction history, and use feedback scores to enhance customer relationship management strategies.
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About Cogmento CRM
Cogmento CRM allows users to manage and track customer relationships, sales, and marketing activities. It supports creation and updating of calls, companies, deals, cases, contacts, events, and tasks.
Cogmento CRM to Retently
New Call
Triggers when a new call is createdNew Company
Triggers when a new company is createdNew Deal
Triggers when a new deal is createdNew Event
Triggers when a new event is createdUpdate Call
Triggers when a call is updatedUpdate Company
Triggers when a company is updatedUpdate Deal
Triggers when a deal is updatedNew Case
Triggers when a new case is createdNew Contact
Triggers when a new contact is createdNew Document
Triggers when a new document is createdNew Task
Triggers when a new task is createdUpdate Case
Triggers when a case is updatedUpdate Contact
Triggers when a contact is updatedUpdate Task
Triggers when a task is updatedRetently to Cogmento CRM
Create Call
Creates a new Call record.Create Company
Creates a new Company record.Create Deal
Creates a new Deal record.Create Task
Creates a new Task record.Update Case
Updates case data for a given case ID.Update Contact
Updates contact data for a given contact ID.Get Call
Filters call records from Cogmento CRM.Get Company
Filters company records from Cogmento CRM.Get Model Fields
Returns all the model fields available for a given model type.Get Task
Filters task records from Cogmento CRM.Create Case
Creates a new Case record.Create Contact
Creates a new Contact record.Create Event
Creates a new Event record.Update Call
Updates call data for a given call ID.Update Company
Updates company data for a given company ID.Update Task
Updates task data for a given task ID.Get Case
Filters case records from Cogmento CRM.Get Contact
Filters contact records from Cogmento CRM.Get Products
Fetch account products.
Alex Bitca
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