Integrate Custify with Retently

Trigger NPS/CSAT surveys based on specific customer interactions tracked by Custify, such as reaching a certain engagement level or completing a key action. Sync customer segments and profiles between Custify and Retently to ensure consistent data for personalized feedback requests and analysis.

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About Custify

Custify provides tools for tracking customer behavior and engagement. It allows users to manage segments and analyze interactions through various triggers and actions.

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Custify to Retently

1

Company Enters Segment

Triggers when a company enters the defined segment.
2

Person Enters Segment

Triggers when a person enters the defined segment.
3

Person Playbook Step

Triggers when a person enters the selected playbook step.
4

Company Leaves Segment

Triggers when a company leaves the defined segment.
5

Person Leaves Segment

Triggers when a person leaves the defined segment.
6

Playbook Step

Triggers when a company enters the selected playbook step.
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Retently to Custify

1

Create Company

Creates a company.
2

Link Person to Company

Links a person to a company.
3

Send NPS

Sends a new NPS for an existing person matched on user_id or email.
4

Create Task

Creates a new task.
5

Update Person

Updates a person based on email.
6

Find Person

Finds a person by searching for email.
7

Find or Create People

Finds a person by searching for email.
8

Send Event

Sends a new event for an existing person matched on user_id or email for people and company_id for companies.
9

Create Note

Creates a note.
10

Create Person

Creates a person entity.
11

Update Company

Updates a company based on company ID.
12

Find Company

Finds a company by searching by company name or ID.
13

Find or Create Company

Finds a company by searching by company name or ID.

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