Integrate EspoCRM with Retently

Sync customer profiles between EspoCRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as lead status updates, and use survey feedback to enhance customer relationship strategies.

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About EspoCRM

EspoCRM is a customer relationship management tool that allows users to manage leads, fetch lead details, and update lead statuses efficiently.

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EspoCRM to Retently

1

New Lead

Triggers when a new Lead is created.
2

Updated Lead Status

Triggers when a Lead Status is updated.
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Retently to EspoCRM

1

Create Lead

Creates a Lead in EspoCRM.
2

Lead Capture

Sends a Lead to the Lead Capture entry point.
3

Find Lead

Find Lead using the text filter.
4

Get Lead

Fetches Lead details by an ID.
5

Update Lead

Updates a Lead in EspoCRM.
6

Find or Create Lead

Find Lead using the text filter.

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