Integrate Datalyse with Retently

Trigger NPS/CSAT surveys after lead updates or task completions, sync customer profiles between Datalyse and Retently to ensure consistent customer data, and use survey feedback to enhance lead management strategies.

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About Datalyse

Datalyse is a tool for managing leads, tasks, and opportunities. It allows users to create and update leads, add notes to leads, and send SMS text messages.

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Datalyse to Retently

1

New Lead

Triggers when a new lead is created.
2

New Task

Triggers when a new task is created.
3

Opportunity Updated

Triggers when an opportunity is updated.
4

New Opportunity

Triggers when a new opportunity is created.
5

Lead Updated

Triggers when a lead is updated.
6

Task Updated

Triggers when a task is updated.
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Retently to Datalyse

1

Add Note to Existing Lead

Adds a note to an existing lead.
2

Delete Lead

Deletes a lead by lead ID.
3

Send SMS

Sends an SMS text to a phone number.
4

Create New Lead

Creates a new lead.
5

Edit Lead

Edits lead details.

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