Integrate Customerly with Retently

Trigger NPS/CSAT surveys after support interactions, sync customer profiles and interaction history with Retently, and use survey responses to improve customer support strategies.

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About Customerly

Customerly is a customer support tool that helps manage interactions with leads and users. It allows for tagging, lead conversion, and user management.

Customerly logoRetently

Customerly to Retently

1

Lead Converted to User

Triggers when a lead has been converted to user.
2

New Tag on a User

Triggers when a user is tagged.
3

Unsubscribe

Triggers when a user unsubscribes.
4

New Lead

Triggers when a new lead is created.
5

New User

Triggers when a new user is created.
RetentlyCustomerly logo

Retently to Customerly

1

Add User Tag

Attaches a tag to an existing user or lead.
2

Create/Update Lead

Creates or updates a lead.
3

Create/Update User

Creates or updates a new user.

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