Integrate InfiniteCRM with Retently

Trigger NPS/CSAT surveys after customer interactions such as support ticket resolutions or account updates, sync customer profiles to ensure up-to-date contact information, and utilize feedback scores to enhance customer service strategies.

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About InfiniteCRM

InfiniteCRM is a customer relationship management tool that helps users manage accounts, appointments, tickets, and activities effectively. It allows for tracking of updates and changes to various entities within the system.

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InfiniteCRM to Retently

1

New Account

Triggers when a new account is created.
2

New Appointment

Triggers when a new appointment is created.
3

New Ticket

Triggers when a new ticket is created.
4

Update Activity

Triggers when an activity is created.
5

Update Contact

Triggers when a contact is updated.
6

New Activity

Triggers when a new activity is created.
7

New Contact

Triggers when a new contact is created.
8

Update Account

Triggers when an account is updated.
9

Update Appointment

Triggers when an appointment is updated.
10

Update Ticket

Triggers when a ticket is updated.
RetentlyInfiniteCRM logo

Retently to InfiniteCRM

1

Create Account

Creates a new account.
2

Create Appointment

Creates a new appointment.
3

Create Ticket

Creates a new ticket.
4

Update Activity

Updates an existing activity.
5

Update Contact

Updates an existing contact.
6

Create Activity

Creates a new activity.
7

Create Contact

Creates a new contact.
8

Update Account

Updates an existing account.
9

Update Appointment

Updates an existing appointment.
10

Update Ticket

Updates an existing ticket.

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