Integrate CRM Connector with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as new opportunities or updates in the CRM, sync customer contact details and preferences between the CRM and Retently, and use survey responses to update CRM records for improved customer relationship management.

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RetentlyCRM Connector logo

About CRM Connector

The CRM Connector allows users to manage contacts, activities, and opportunities within a CRM system. This includes triggers for new broadcasts, contacts, and events, as well as actions for creating and updating various CRM entities.

CRM Connector logoRetently

CRM Connector to Retently

1

New Broadcast

Triggers when a new broadcast is created.
2

New Contact

Triggers when a new contact is created.
3

New Event

Triggers when a new event is created.
4

New Invoice Payment

Triggers when an invoice is paid.
5

New Ticket

Triggers when a new ticket is created.
6

New Company

Triggers when a new company is created within a group.
7

New CRM Activity

Triggers when a new CRM activity is created.
8

New Invoice

Triggers when a new invoice is created.
9

New Opportunity

Triggers when a new opportunity is created.
RetentlyCRM Connector logo

Retently to CRM Connector

1

Create or Update Company

Creates a new company, updates an existing company if it exists.
2

Create CRM Activity

Creates a new CRM activity for a contact.
3

Create Event

Creates a new event.
4

Create Opportunity

Creates a new opportunity for a contact.
5

Activate Workflow

Activates a workflow for a contact.
6

Create or Update Contact

Creates a new contact, updates an existing contact if it exists.
7

Create Custom Object

Creates a new custom object for a contact.
8

Create Invoice

Creates a new invoice.
9

Queue Mail

Queues a broadcast email.

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