Copper logo

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.

START FREE TRIAL

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.

CRM illustration
Copper logo

retently nps to Copper

Copper logo

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.

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.

Copper logo

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.

Copper logo

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.

similar icon Similar integrations

Sign up for a free Zapier account, or choose a premium subscription starting from $25 per month.

get started
Use API

Use Retently API to integrate with your web application

Our API allows you to connect Retently to your web application or an on-premise software. The API gives you the possibility to build custom integrations, workflows and scenarios using Retently OAuth.

  • List your customers from Retently
  • Get latest customer score
  • Get latest customer feedback
  • Create and update customers in Retently
  • Send transactional NPS surveys
CHECK API DOCUMENTATION