Integrate Commissionly with Retently

Sync customer profiles and contact information between Commissionly and Retently, trigger NPS/CSAT surveys after significant updates in customer opportunities or profiles, and use survey feedback to refine sales strategies and customer engagement.

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RetentlyCommissionly logo

About Commissionly

Commissionly allows users to manage companies, contacts, opportunities, products, and activities. It supports creating and updating relevant data entities within the platform.

Commissionly logoRetently

Commissionly to Retently

1

New Company

Triggers when a new company is added in Commissionly.
2

New Person

Triggers when a new person is added in Commissionly.
3

New Opportunity

Triggers when a new opportunity is created in Commissionly.
4

New Product

Triggers when a new product is created in Commissionly.
RetentlyCommissionly logo

Retently to Commissionly

1

Create Activity

Creates or updates an activity in Commissionly. Remote Module and Remote ID fields must be in use for update to work with Activities.
2

Create Person

Creates or updates a person or contact in Commissionly. Remote Module and Remote ID fields must be in use for update to work with People.
3

Create Opportunity

Creates or updates an opportunity in Commissionly. Remote Module and Remote ID fields must be in use for update to work with Opportunities.
4

Create Lookup Table Data

Creates or updates a lookup table data in Commissionly. ID field must be in use for update to work.
5

Create Company

Creates or updates a company or account in Commissionly. Remote Module and Remote ID fields must be in use for update to work with Companies.
6

Create Event

Creates or updates an event in Commissionly. Remote Module and Remote ID fields must be in use for update to work with Events.
7

Create Product

Creates or updates a product in Commissionly. Remote Module and Remote ID fields must be in use for update to work with Products.

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