Integrate essensys Operate with Retently

Trigger NPS/CSAT surveys after new account creation or significant calendar events, sync customer profiles and lead information with Retently to maintain updated customer feedback data, and use survey responses to enhance lead management and customer engagement strategies.

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About essensys Operate

Monitors new account creation, calendar events, charge sheets, and more. Allows for the management and tracking of leads, contacts, opportunities, and products.

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essensys Operate to Retently

1

New Account

Triggers when a new account is created.
2

New Calendar Event

Triggers when a new calendar event is created.
3

New Charge Sheet

Triggers when a new charge sheet is created.
4

Update Charge Sheet

Triggers when a charge sheet is updated.
5

Deleted Contact

Triggers when a contact is deleted.
6

New Lead

Triggers when a new lead is created.
7

New Licence

Triggers when a new licence is created.
8

New Product

Triggers when a new product is created.
9

Updated Account

Triggers when an account is updated.
10

Deleted Calendar Event

Triggers when a calendar event is deleted.
11

Delete Charge Sheet

Triggers when a charge sheet is deleted.
12

New Contact

Triggers when a new contact is created.
13

Updated Contact

Triggers when a contact is updated.
14

Updated Lead

Triggers when a lead is updated.
15

New Opportunity

Triggers when a new opportunity is created.
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Retently to essensys Operate

1

Create Charge Sheet

Creates a new charge sheet.
2

Create Lead

Creates a new lead.
3

Create Product

Creates a new product.
4

Update Contact

Updates a contact.
5

Find Contact

Finds a contact.
6

Create Account

Creates a new account.
7

Create Contact

Creates a new contact.
8

Create Opportunity

Creates a new opportunity.
9

Create Tour

Creates a new tour.
10

Update Opportunity

Updates an opportunity.
11

Find Opportunity

Finds an opportunity.

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