Integrate EzzyCRM with Retently

Sync customer profiles and contact information between EzzyCRM and Retently, trigger NPS/CSAT surveys based on lead status changes, and use survey feedback to enhance customer engagement strategies.

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About EzzyCRM

EzzyCRM is a customer relationship management software that helps manage leads, contacts, and organizations, allowing users to track lead status and update stages.

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EzzyCRM to Retently

1

Lost Lead

Triggers when lead is marked as lost.
2

New Lead

Triggers when a new lead is created.
3

Update Lead Stage

Triggers when an open deal is updated.
4

New / Update Contacts

Triggers when a new contact is added or updated.
5

New / Update Organizations

Triggers when a new organization is created or updated.
6

Won Leads

Triggers when a lead status changes to Won.
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Retently to EzzyCRM

1

Add Leads

Creates new leads in EzzyCRM.
2

Update Lead Status

Updates the lead status.
3

Assign Lead

Assigns a lead to another user.
4

Update Deal Stage

Updates the deal stage.

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