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 logoRetently

e-manage|ONE to Retently

1

New Companies

Triggers when a company is created.
2

New Contact Groups

Triggers when a contact group is created.
3

New Follow Ups

Triggers when a follow up is created.
4

New Projects

Triggers when a project is created.
5

New Record

Triggers when a new record is added.
6

New Contact Group Members

Triggers when a contact group member is created.
7

New Contacts

Triggers when a contact is created.
8

New Marketing Campaigns

Triggers when a marketing campaign is created.
9

New Sales Leads

Triggers when a sales lead is created.
Retentlye-manage|ONE logo

Retently to e-manage|ONE

1

Create Contact Group Members

Creates a new contact group member.
2

Create Contacts

Creates a new contact.
3

Create Marketing Campaigns

Creates a new marketing campaign.
4

Create Record

Creates a new record.
5

Update Companies

Updates a company.
6

Update Contact Groups

Updates a contact group.
7

Update Follow Ups

Updates a follow up.
8

Update Projects

Updates a project.
9

Update Sales Leads

Updates a sales lead.
10

Find Contact Group Members

Finds contact group members that match query parameters.
11

Find Contacts

Finds contacts that match query parameters.
12

Find Marketing Campaigns

Finds marketing campaigns that match query parameters.
13

Find Record

Finds a record.
14

Find Companies

Finds companies that match query parameters.
15

Find Contact Groups

Finds contact groups that match query parameters.
16

Find Follow Ups

Finds follow ups that match query parameters.
17

Find Projects

Finds projects that match query parameters.
18

Find Sales Leads

Finds sales leads that match query parameters.

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