Integrate Entegral Base with Retently

Sync customer profiles between Entegral Base and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant interactions such as property viewings or lead conversions, and use survey feedback to enhance customer relationship management strategies.

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About Entegral Base

Entegral Base serves as a CRM platform where users can manage agents, contacts, properties, and leads. It allows for tracking and storage of contact activities.

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Entegral Base to Retently

1

New Agent

Triggers when a new agent is added in the Base.
2

New Contact (Office Shared Contact)

Triggers when a new office shared contact is added in the Base.
3

Contact Updated (Any Contact)

Triggers when any contact is updated in the Base.
4

New Property

Triggers when a new property is created in Base.
5

New Contact (Any Contact)

Triggers when any new contact (office shared or private) is added in the Base.
6

Contact Updated (Office Shared Contact)

Triggers when office shared contact is updated in the Base.
7

New Lead

Triggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
8

Property Updated

Triggers when a property is updated in Base.
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Retently to Entegral Base

1

Save Contact Activity

Adds new contact activity (calendar event) in the Base.
2

Save Contact

Adds new contact in Base.
3

Find Property

Finds a Property.
4

Send SMS to Contact

Sends an SMS to an existing contact, limited to 140 characters.
5

Find Agent

Finds an Agent.

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