Integrate Followup CRM with Retently

Trigger NPS/CSAT surveys when a project status is updated or completed, sync customer contact information between Followup CRM and Retently, and use survey feedback to improve project management and customer interactions.

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About Followup CRM

Followup CRM facilitates the management of contacts and projects, enabling users to create and update companies, contacts, and project statuses.

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Followup CRM to Retently

1

New Company Created

Triggers when a company is created on Followup.
2

New Contact Created

Triggers when a contact is created on Followup.
3

Contact Updated

Triggers when a contact is updated on Followup.
4

Project Sales Status Changed

Triggers when the project sales status is changed.
5

Company Updated

Triggers when a company is updated on Followup.
6

Contact Status Changed

Triggers when the contact status is changed.
7

New Project Created

Triggers when a new project is created on Followup.
8

Project Updated

Triggers when a project is updated on Followup.
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Retently to Followup CRM

1

Create Company

Creates a new company in Followup.
2

Create Project

Creates a project in Followup.
3

Create Project Sales Behavior

Creates project sales behavior in Followup.
4

Store File Project

Stores a document file in a specific project.
5

Create Company Contact

Creates a contact for a company in Followup.
6

Create Project Company Contact

Creates a company contact for a project in Followup.
7

Hail Impact

Adds a task to a client when there is a Hail Impact to the client’s address.

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