Integrate CRM in Cloud with Retently

Sync customer profiles and contact information between CRM in Cloud and Retently, trigger NPS/CSAT surveys after significant customer interactions such as updates to opportunities or contact details, and utilize survey feedback to enhance customer relationship strategies.

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RetentlyCRM in Cloud logo

About CRM in Cloud

Facilitates customer relationship management by allowing users to create, update, and monitor activities, contacts, companies, and opportunities. Users can also search for various entities within the CRM.

CRM in Cloud logoRetently

CRM in Cloud to Retently

1

New or Updated Activity

Triggers when a given action is performed on Activity
2

New or Updated Catalog

Triggers when a given action is performed on Catalog
3

New or Updated Contact

Triggers when a given action is performed on Contact
4

New or Updated Opportunity

Triggers when a given action is performed on Opportunity
5

List Anagraphics Emails in List

Triggers when a change is detected into the email of Anagraphics contained into the given list ID
6

New or Updated Company

Triggers when a given action is performed on Company
7

New or Updated Lead

Triggers when a given action is performed on Lead
8

New or Updated Quote

Triggers when a given action is performed on Quote
RetentlyCRM in Cloud logo

Retently to CRM in Cloud

1

Create or Update Activity

Creates a new Activity, or updates an existing one specifying its ID field value.
2

Create or Update Company

Creates a new Company, or updates an existing one specifying its ID field value.
3

Create or Update Lead

Creates a new Lead, or updates an existing one specifying its ID field value.
4

Create or Update Quote

Creates a new Quote, or updates an existing one specifying its ID field value.
5

Find Anagraphic Emails in List

Searches an email item Anagraphic given a set of criteria.
6

Find Company

Searches a Company given a set of criteria.
7

Find Lead

Searches a Lead given a set of criteria.
8

Find Quote

Searches a Quote given a set of criteria.
9

Find or Create Catalog

Searches a Catalog given a set of criteria.
10

Find or Create Contact

Searches a Contact given a set of criteria.
11

Find or Create Opportunity

Searches an Opportunity given a set of criteria.
12

Create or Update Catalog

Creates a new Catalog, or updates an existing one specifying its ID field value.
13

Create or Update Contact

Creates a new Contact, or updates an existing one specifying its ID field value.
14

Create or Update Opportunity

Creates a new Opportunity, or updates an existing one specifying its ID field value.
15

Find Activity

Searches an Activity given a set of criteria.
16

Find Catalog

Searches a Catalog given a set of criteria.
17

Find Contact

Searches a Contact given a set of criteria.
18

Find Opportunity

Searches an Opportunity given a set of criteria.
19

Find or Create Activity

Searches an Activity given a set of criteria.
20

Find or Create Company

Searches a Company given a set of criteria.
21

Find or Create Lead

Searches a Lead given a set of criteria.
22

Find or Create Quote

Searches a Quote given a set of criteria.

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