Integrate Genoo with Retently

Trigger NPS/CSAT surveys after a lead is updated or a webinar is attended, sync customer profiles between Genoo and Retently to ensure consistent data, and use survey feedback to enhance lead nurturing strategies.

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About Genoo

Genoo provides tools for managing leads, opportunities, and nurturing sequences. It allows users to add or update records and track webinar attendance.

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Genoo to Retently

1

New Lead Type Members

Pulls a list of leads in lead type (max 250 returned each request).
2

New Opportunity

Pulls new opportunities from your Genoo account.
3

New Marketing Qualified Lead

Gets new marketing qualified leads.
4

New Won Opportunity

Retrieves recent won opportunities.
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Retently to Genoo

1

Create Nurturing Sequence Subscriber

Triggers a nurturing sequence for a lead.
2

Create Lead

Adds or updates lead record within your Genoo account.
3

Add Scheduled Activity for Lead

Adds a new activity record to a lead record.
4

Create Email Recipient

Adds a recipient to an email in Genoo.
5

Create Order

Adds a new order.
6

Record Webinar Attendance

Records webinar attendance for a lead, retrieving 'Attended' and 'Did Not Attend' facts associated with the lead and a specific webinar.

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