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Integrate Copper with Retently NPS

Sync NPS scores with Copper and trigger NPS surveys from Copper with Retently NPS. With Retently NPS & Copper Integration, you can: send an NPS survey or add a contact in Retently when an Opportunity's status is changed or creates a new Company when an NPS score is received.

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About Copper

ProsperWorks CRM is a cloud-based, cross-platform CRM that seamlessly integrates with Gmail, Google Drive and the rest of the Google Apps suite.

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Copper to Retently NPS

1

Updated Opportunity Status

Send an NPS survey or add contact in Retently when an Opportunity's status is changed.
2

New Person

Send an NPS survey or add contact in Retently when a new Person is created in ProsperWorks.
3

Updated Lead Status

Send an NPS survey or add contact in Retently when a Lead's status is changed.
4

Updated Opportunity Stage

Send an NPS survey or add contact in Retently when an Opportunity's stage is changed.
5

New Lead

Send an NPS survey or add contact in Retently when a Lead is created in ProsperWorks.
6

New Activity

Send an NPS survey or add contact in Retently when a new activity is created.
7

New Opportunity

Send an NPS survey or add contact in Retently when an Opportunity is created in ProsperWorks.
8

Updated Contact Type

Send an NPS survey or add contact in Retently when a Person's Contact Type is updated.
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Retently NPS to Copper

1

Create Company

Creates a new Company when an NPS score is received.
2

Create/Update Project

Creates or Updates a Project depending on the match criteria when an NPS score is received.
3

Create/Update Opportunity

Creates or Updates an Opportunity based off of a match criteria when an NPS score is received.
4

Create/Update Company

Creates or Updates a Company depending on the match criteria when an NPS score is received.
5

Create/Update Lead

Creates or Updates a Lead depending on the match criteria when an NPS score is received.
6

Create Task

Creates a new Task when an NPS score is received.
7

Create Lead

Creates a new Lead when an NPS score is received.
8

Create/Update Person

Creates a new Person or, optionally, updates an existing Person. See the When email address is already used for a Person Action Field for details when an NPS score is received.
9

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead when an NPS score is received.
10

Associate To Project

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps when an NPS score is received.
11

Create Opportunity

Creates a new Opportunity 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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