Integrate CompanyHub with Retently

Sync customer profiles and contact information between CompanyHub and Retently, trigger NPS/CSAT surveys after significant sales interactions or deal closures, and use feedback scores to enhance customer relationship strategies.

Start Free Trial
RetentlyCompanyHub logo

About CompanyHub

CompanyHub is a customer relationship management platform that allows users to manage companies, deals, records, contacts, quotes, sales orders, and tasks. It enables the creation and updating of various entities within the system.

CompanyHub logoRetently

CompanyHub to Retently

1

New Company

Triggers when a new company is created.
2

New Deal

Triggers when a new deal is created.
3

New Record (Custom Table)

Triggers when a new record is created in a specified custom table.
4

New Task

Triggers when a new task is created.
5

New Contact

Triggers when a contact is created.
6

New Quote

Triggers when a new quote is created.
7

New Sales Order

Triggers when a new Sales Order is created.
8

Record Updated

Triggers when an existing record is updated.
RetentlyCompanyHub logo

Retently to CompanyHub

1

Create Company

Creates a new company.
2

Create Deal

Creates a new deal.
3

Create Quote

Creates a quote with line items.
4

Create Sales Order

Creates a new Sales Order with line items.
5

Update Record

Updates a record in specified table.
6

Find or Create Record in a Table

Finds or creates a record in a table.
7

Create Contact

Creates a new contact.
8

Create Note

Creates a note for a record of specified table.
9

Create a Record (Custom Table)

Creates a new record in a custom table.
10

Create Task

Creates a new task.
11

Find Record

Finds an existing record in specified table that matches your search query.

Related blog posts

Does Net Promoter Score Work for B2B Companies? You Bet It Does!

Some people argue that NPS® doesn’t work effectively for B2B companies....

Alex BitcaAlex BitcaAug 24, 20239 min read
NPS-for-B2B

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image