Integrate e-manage|ONE with Retently
Sync customer profiles between e-manage|ONE and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant marketing interactions or campaign completions, and use survey feedback to refine marketing strategies.
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About e-manage|ONE
Monitors and manages company records, contact groups, and marketing campaigns. It allows creating and updating these entities based on various triggers.
e-manage|ONE to Retently
New Companies
Triggers when a company is created.New Contact Groups
Triggers when a contact group is created.New Follow Ups
Triggers when a follow up is created.New Projects
Triggers when a project is created.New Record
Triggers when a new record is added.New Contact Group Members
Triggers when a contact group member is created.New Contacts
Triggers when a contact is created.New Marketing Campaigns
Triggers when a marketing campaign is created.New Sales Leads
Triggers when a sales lead is created.
Retently to e-manage|ONE
Create Contact Group Members
Creates a new contact group member.Create Contacts
Creates a new contact.Create Marketing Campaigns
Creates a new marketing campaign.Create Record
Creates a new record.Update Companies
Updates a company.Update Contact Groups
Updates a contact group.Update Follow Ups
Updates a follow up.Update Projects
Updates a project.Update Sales Leads
Updates a sales lead.Find Contact Group Members
Finds contact group members that match query parameters.Find Contacts
Finds contacts that match query parameters.Find Marketing Campaigns
Finds marketing campaigns that match query parameters.Find Record
Finds a record.Find Companies
Finds companies that match query parameters.Find Contact Groups
Finds contact groups that match query parameters.Find Follow Ups
Finds follow ups that match query parameters.Find Projects
Finds projects that match query parameters.Find Sales Leads
Finds sales leads that match query parameters.Related blog posts
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