Integrate incwo with Retently

Sync customer profiles and contact information between incwo and Retently, trigger NPS/CSAT surveys after significant customer interactions such as closing a deal or updating contact information, and use survey responses to enhance customer relationship strategies.

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About incwo

incwo is a sales and CRM application that provides functionalities for managing contacts, opportunities, tasks, and firms. It allows users to create and find contacts, firms, and tasks, as well as receive notifications for new entries.

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incwo to Retently

1

New Contact

Triggers when a new contact is created.
2

New Opportunity

Triggers when a new opportunity is created.
3

New Firm

Triggers when a new firm is created.
4

New Task

Triggers when a new task is created.
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Retently to incwo

1

Create Contact

Creates a contact.
2

Create Task

Creates a task.
3

Find Firm

Finds an existing firm.
4

Create Firm

Creates a firm.
5

Find Contact

Finds a contact.

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