Integrate Elevated CRM with Retently

Sync customer contact details between Elevated CRM and Retently to automate the sending of NPS/CSAT surveys based on updated contact information, and use survey responses to update customer profiles in Elevated CRM for improved customer relationship management.

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About Elevated CRM

Elevated CRM allows for creating, updating, and deleting contacts based on various identifiers such as email and phone. It enables quick access and management of contact information.

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Elevated CRM to Retently

1

Contact Created

Triggers when a contact is created in Elevated Network.
2

Contact Updated

Triggers when a contact is updated in Elevated.
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Retently to Elevated CRM

1

Create or Update Contact by Email

Creates or updates a contact by email. Updates the most recently created contact if multiple contacts are found.
2

Delete Contacts by Email

Deletes one or more contacts by email.
3

Delete Contact by Id

Deletes a contact using a unique id.
4

Find Contacts by Email

Finds one or more contacts by email.
5

Create or Update Contact by Phone

Creates or updates a contact by phone. Updates the most recently created contact if multiple contacts are found.
6

Delete Contacts by Phone

Deletes contacts by phone number.
7

Update Contact by Id

Updates a contact using a unique id.
8

Find Contacts by Phone

Finds one or more contacts by phone.

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