Integrate EASI'R with Retently

Trigger NPS/CSAT surveys after a lead is created or updated in EASI'R, sync customer profiles between EASI'R and Retently to ensure consistent customer data, and use survey feedback to enhance lead management strategies.

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About EASI'R

EASI'R enables users to create leads and find various entities such as vehicles, products, accounts, lead types, and teams within their system.

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EASI'R to Retently

We don't have any actions yet for EASI'R, but we're working on it!
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Retently to EASI'R

1

Create Lead

Creates a new lead based on input from previous steps.
2

Find Inventory Vehicle

Finds a vehicle from inventory based on search criteria.
3

Find Product

Finds a product based on name.
4

Find Account

Finds an account based on name.
5

Find Lead Type

Finds a lead type based on name.
6

Find Team

Finds a team.

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