Integrate DripJobs with Retently

Trigger NPS/CSAT surveys after key customer interactions such as project completion or appointment scheduling, sync customer profiles and lead information with Retently, and utilize survey responses to enhance customer relationship strategies.

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About DripJobs

DripJobs is a customer relationship management tool designed for managing leads, projects, and client interactions. It allows users to create and manage appointments, track project stages, and handle lead information.

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DripJobs to Retently

1

Card Label Changed

Triggers when a card label is changed.
2

New Lead Created

Triggers when a new lead is created in DripJobs.
3

Project Stage Changed

Triggers when a project stage is changed in DripJobs.
4

Project Completed

Triggers when a project is marked completed in DripJobs.
5

Deal Stage Changed

Triggers when a deal or job card moves to a new stage.
6

On-Site Estimate Scheduled

Triggers when an on-site estimate scheduled appointment is created in DripJobs.
7

Proposal Accepted

Triggers when a proposal is marked accepted in DripJobs.
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Retently to DripJobs

1

Create Lead

Creates a new lead.
2

Create Appointment

Creates a new appointment.

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