Integrate HL Pro Tools with Retently

Automate the sending of NPS/CSAT surveys after customer appointments or interactions, sync customer profiles and contact details between HighLevel and Retently, and use survey responses to enhance customer service strategies.

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About HL Pro Tools

Integrates HighLevel with Zapier to automate various tasks such as creating contacts and appointments, managing users, and retrieving data through webhooks.

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HL Pro Tools to Retently

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Retently to HL Pro Tools

1

Use Zapier Catch Webhook

Generates a Webhook URL to send data to Zapier from Highlevel.
2

Create Appointment

Creates an appointment.
3

Create Location

Creates a new location for your agency.
4

Delete Contact

Permanently deletes the selected contact from HighLevel.
5

Disable SaaS for Locations

Disables SaaS for the specified locations.
6

Enable SaaS for Location

Enables SaaS for the given location ID.
7

Update Location

Updates an existing location in the agency.
8

Update User

Updates an existing user and assigns at least one location to the user in an agency.
9

Get Calendar Details

Gets calendar details by ID.
10

Lookup Calendar Events

Looks up calendar events.
11

Lookup Custom Value

Looks up the value of a custom value given the location ID and the name of the custom value.
12

Lookup SaaS Locations

Looks up SaaS locations for a user in the database based on customer ID and subscription ID.
13

Add Contact to Campaign

Adds a contact to a campaign.
14

Create Contact

Creates a new contact for the selected location with given details.
15

Create User

Creates a new user and assigns at least one location to the user in an agency.
16

Delete Event

Deletes the selected event by ID.
17

Edit Appointment

Edits the selected appointment.
18

Update Contact

Updates the details of the selected contact.
19

Update SaaS Subscription

Updates SaaS subscription for a customer given the customer ID, subscription ID, and location.
20

Add Contact to Workflow

Adds a contact to a workflow.
21

Lookup Calendars

Gets all calendars in a location.
22

Lookup Contact

Looks up contacts in the database based on available search filters.
23

Lookup Location

Looks up locations in the database based on available search filters.
24

Lookup User

Looks up users in the database based on available search filters.

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