Integrate Evolved Metrics CRM with Retently

Sync customer profiles between Evolved Metrics CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as account updates or workflow completions, and utilize survey feedback to enhance customer relationship strategies.

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About Evolved Metrics CRM

Evolved Metrics CRM allows users to manage customer relationships and track activities related to contacts. It supports automated workflows for contact management.

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Evolved Metrics CRM to Retently

1

New Contact

Triggers when a new contact is created.
2

New Followup

Triggers when a new followup has been scheduled.
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Retently to Evolved Metrics CRM

1

Create Contact Activity

Creates a contact activity for a given email address if one exists.
2

Find Contact

Finds a contact by a given email address.

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