Integrate Flexie CRM with Retently

Trigger NPS/CSAT surveys based on customer interactions within Flexie CRM, sync customer profiles and feedback scores to tailor customer service and marketing efforts, and use survey responses to update CRM workflows and customer engagement strategies.

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About Flexie CRM

Flexie CRM provides tools for managing customer relationships, including functionality for tracking accounts, contacts, leads, and custom entities within workflows.

Flexie CRM logoRetently

Flexie CRM to Retently

1

Update Account

Triggers when an account is updated within a workflow with a Zapier action.
2

New Contact

Triggers when a new contact is added within a workflow with a Zapier action.
3

New Lead

Triggers when new lead is added within a workflow with a Zapier action.
4

New Custom Entity

Triggers when a new Custom Entity is created within a workflow with a Zapier action.
5

Update Deal

Triggers when a deal is updated within a workflow with a Zapier action.
6

New Account

Triggers when new account is added within a workflow with a Zapier action.
7

New Deal

Triggers when new deal is added within a workflow with a Zapier action.
8

Update Contact

Triggers when a contact is updated within a workflow with a Zapier action.
9

Update Custom Entity

Triggers when a custom entity is updated within a workflow with a Zapier action.
10

Update Lead

Triggers when a lead is updated within a workflow with a Zapier action.
RetentlyFlexie CRM logo

Retently to Flexie CRM

1

Create Account

Creates a new account.
2

Create Contact

Creates a new contact.
3

Create Lead

Creates a new lead.
4

Update Account

Updates an account.
5

Update Contact

Updates a contact.
6

Update Lead

Updates a lead.
7

Find Contact

Finds an existing contact.
8

Find Deals

Finds an existing deal.
9

Find or Create an Account

Finds or creates an account.
10

Find or Create Custom Field

Finds or creates a custom field.
11

Find or Create Lead

Finds or creates a lead.
12

Create Custom Entity

Creates a custom entity.
13

Create Deal

Creates a new deal.
14

Push to Dynamic Endpoint

Push record to Dynamic Endpoint.
15

Update Custom Entity

Updates a custom entity.
16

Update Deal

Updates a deal.
17

Find Account

Finds an existing account.
18

Find Custom Entity

Finds an existing custom entity record.
19

Find Lead

Finds an existing lead.
20

Find or Create Contact

Finds or creates a contact.
21

Find or Create a Deal

Finds or creates a deal.

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Customer Feedback Workflow Automation

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