Integrate Etrafficers with Retently

Trigger NPS/CSAT surveys after key lead or loan application milestones, sync customer profiles and updates between Etrafficers and Retently, and use survey feedback to enhance customer service and improve lead management processes.

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About Etrafficers

Etrafficers allows users to manage leads and loan applications with various actions related to lead creation and updates.

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Etrafficers to Retently

1

New Lead

Triggers when a new Lead is submitted.
2

New Loan Application

Triggers when a new Loan Application is submitted.
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Retently to Etrafficers

1

Create Lead

Creates a Lead in your Etrafficers Account.

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