Integrate Contractors Cloud with Retently

Trigger NPS/CSAT surveys after project milestones or lead interactions, sync customer and project data to keep profiles updated, and use survey feedback to enhance project management processes and customer service strategies.

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About Contractors Cloud

Triggers and actions related to project and lead management in Contractors Cloud, including creating new records and monitoring project status updates.

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Contractors Cloud to Retently

1

New Record

Triggers when a new import record is created.
2

Project/Lead Status Updated

Triggers when a project status is updated by the workflow.
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Retently to Contractors Cloud

1

Import Lead

Imports a new record into Contractors Cloud.

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