Integrate CRM Web App with Retently

Trigger NPS/CSAT surveys when a client's status changes or a new lead is created, sync customer profiles to ensure up-to-date contact information, and use survey responses to enhance client relationship management strategies.

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About CRM Web App

Manages client and affiliate relationships, allowing for the creation and tracking of clients and leads. Provides triggers for changes in client status and affiliate management.

CRM Web App logoRetently

CRM Web App to Retently

1

New Affiliate

Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
2

New Not Active Client

Triggers when a not active client is added or when an existing client is assigned as a not active client.
3

New Client

Triggers when a new client is added or when an existing client is assigned as a client.
4

New Lead

Triggers when a new lead is added or when an existing client is assigned as a lead.
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Retently to CRM Web App

1

Create Affiliate

Creates an affiliate in the program.
2

Create Lead

Creates a new lead in the program.
3

Create Client

Adds a new client to the program.

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