Integrate DeltaNet CRM with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as new subscriptions or event scheduling, sync customer profiles to ensure up-to-date contact information, and utilize survey feedback to improve customer relationship strategies.

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About DeltaNet CRM

DeltaNet CRM is a customer relationship management tool that facilitates lead management, customer subscriptions, and event scheduling.

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DeltaNet CRM to Retently

1

New Lead

Triggers when a new lead is created.
2

New Request

Triggers when a new request in DeltaNet is created.
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Retently to DeltaNet CRM

1

Add Customer

Creates a new customer in DeltaNet.
2

Subscribe Customer

Subscribes customer to company blog.
3

Add to Group

Adds customer to group.
4

Delete Event

Deletes a calendar event by event ID.
5

New Lead

Creates a Lead request for a customer with the selected email address.
6

Create Showing Request

Creates a showing request.
7

Add Note

Adds a note to the specified customer (only if it is on the customer list).
8

Add To-Do

Adds a to-do action to selected customer.
9

Create Calendar Event

Creates a calendar event in agent calendar.
10

Delete From Group

Removes customer from group with selected ID.
11

Unsubscribe Customer

Removes customer from your or your company subscribers list.
12

Find or Create Customer

Finds a customer with existing email address.

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