Integrate eWay-CRM with Retently

Sync customer profiles and contact information between eWay-CRM and Retently to ensure up-to-date data for survey distribution. Use survey responses to update customer records in eWay-CRM, enhancing customer service and project management strategies based on feedback.

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About eWay-CRM

eWay-CRM is a customer relationship management tool that provides functionalities for managing companies, deals, projects, contacts, journals, and tasks within a CRM system.

eWay-CRM logoRetently

eWay-CRM to Retently

1

New or Updated Company

Triggers when scheduled and returns a new or updated company in eWay-CRM.
2

New or Updated Deal

Triggers when scheduled and returns a new or updated deal in eWay-CRM.
3

New or Updated Project

Triggers when scheduled and returns a new or updated project in eWay-CRM.
4

New or Updated Contact

Triggers when scheduled and returns a new or updated contact in eWay-CRM.
5

New or Updated Journal

Triggers when scheduled and returns a new or updated journal in eWay-CRM.
6

New or Updated Task

Triggers when scheduled and returns a new or updated task in eWay-CRM.
RetentlyeWay-CRM logo

Retently to eWay-CRM

1

Save a Company

Creates a new company or edits an existing one.
2

Save a Deal

Creates a new deal or edits an existing one.
3

Save a Project

Creates a new project or edits an existing one.
4

Find a Company

Returns a specified company.
5

Find a Deal

Returns a specified deal.
6

Find a Project

Returns a specified project.
7

Find a Drop-Down Menu Value

Gets a drop-down menu value.
8

Save a Contact

Creates a new contact or edits an existing one.
9

Save a Journal

Creates a new journal or edits an existing one.
10

Save a Task

Creates a new task or edits an existing one.
11

Find a Contact

Returns a specified contact.
12

Find a Journal

Returns a specified journal.
13

Find a Task

Returns a specified task.

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