Integrate FireHawkCRM with Retently

Trigger NPS/CSAT surveys after project completion or payment, sync customer profiles and interaction history to keep feedback data up-to-date, and use survey responses to enhance customer relationship strategies.

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About FireHawkCRM

FireHawkCRM is a customer relationship management tool that allows users to manage projects, clients, tasks, and payments efficiently.

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FireHawkCRM to Retently

1

Project Created

Triggers when a new project is created.
2

Task Created

Triggers when a new task is created.
3

Task Updated

Triggers when a task is updated.
4

New Support Ticket

Triggers when a new support ticket is created.
5

Project Updated

Triggers when a project is updated.
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Retently to FireHawkCRM

1

Create Payment

Creates a payment against an invoice.
2

Create Task

Creates a new task.
3

Find Payment

Finds existing payments.
4

Create Client

Creates a new client.
5

Create Project

Creates a project.
6

Find Invoice

Finds an invoice by invoice number.
7

Find or Create Payment

Finds existing payments or creates a new one.

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