Integrate Dazos CRM with Retently

Trigger NPS/CSAT surveys when a lead is converted to an opportunity or when a referral source is engaged. Sync customer profiles between Dazos CRM and Retently to ensure up-to-date contact information and preferences, and use survey responses to refine lead management strategies.

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About Dazos CRM

Dazos CRM allows users to manage leads, opportunities, and referral sources effectively. It supports automatic trigger events related to these entities.

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Dazos CRM to Retently

1

Lead Converted to Opportunity

Triggers when a Lead is Converted to an Account/Opportunity.
2

New Opportunity

Triggers when a new Opportunity is created.
3

New Referral Source

Triggers when a new Referral Source is created.
4

Opportunity Discharged

Triggers when an Opportunity gets discharged.
5

Outbound Referral Updated

Triggers when an Outbound Referral is updated.
6

New Lead Created

Triggers when a new Lead is created.
7

New Outbound Referral

Triggers when a new Outbound Referral is created.
8

Opportunity Admitted

Triggers when an Opportunity gets changed to Admitted.
9

Opportunity Updated

Triggers when an Opportunity is updated.
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Retently to Dazos CRM

1

Create Lead

Creates a new Lead.
2

Create Referral Source

Creates a Referral Source.
3

Find Account

Finds an Account.
4

Find Opportunity

Find or Create an Account / Opportunity.
5

Receive Input Only

Used to receive the input and check if request comes properly, mainly used to test zap.
6

Create Account

Creates an Account.
7

Create Opportunity

Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
8

Create VOB

Creates a new VOB.
9

Find Lead

Find or Create Lead.
10

Find Referral Source

Find or Create Referral Source.

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