Integrate Hot Prospector with Retently

Trigger NPS/CSAT surveys after lead status updates or appointments, sync customer profiles and interaction history, use survey feedback to refine lead management strategies.

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About Hot Prospector

Hot Prospector provides tools for managing leads, appointments, calls, and tags. It allows users to add or remove statuses and manage group assignments for leads.

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Hot Prospector to Retently

1

Pipeline Status Added or Removed From Lead

Triggers when a Pipeline Status is added or removed from a Lead.
2

New Call Initialize

Triggers when a new Call Initialize occurs.
3

New Appointment

Triggers when a new Appointment is added.
4

New Lead Added to Group

Triggers when a new Lead is added to a Group.
5

Tag Added or Removed From Lead

Triggers when a Tag is added or removed from a Lead.
6

Lead Copied or Moved

Triggers when a Lead is copied or moved to Group.
7

New Group

Triggers when a new Group is created.
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Retently to Hot Prospector

1

Add/Remove Tag From Lead

Adds or removes a tag from a Lead.
2

Create or Update Lead

Creates a new lead or updates an existing lead.
3

Add/Remove Pipeline Status From Lead

Adds or removes a pipeline status from a Lead.
4

Copy/Move Lead

Copies or moves a Lead to a group.
5

Find Lead

Finds a lead by keywords such as name, email, phone, city, etc.

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