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Integrate Infusionsoft with Retently CX using Zapier

Send customer surveys to your Infusionsoft contacts, collect and analyze customer feedback, and add it to Infusionsoft as contact properties.

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About Infusionsoft

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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Infusionsoft to Retently NPS

1

New Opportunity

Send an NPS survey or add contact in Retently when you add a new opportunity.
2

Tag Added to Contact

Send an NPS survey or add contact in Retently when a tag gets added to a contact for the first time.
3

New Subscription Plan

Send an NPS survey or add contact in Retently when you add a new subscription plan.
4

New Company

Send an NPS survey or add contact in Retently when you add a new company.
5

New Subscription

Send an NPS survey or add contact in Retently when a contact subscribes to plan.
6

New Tag

Send an NPS survey or add contact in Retently when you add a new tag.
7

New Action sequence

Send an NPS survey or add contact in Retently when a new action sequence is added.
8

Cancelled Subscription

Send an NPS survey or add contact in Retently when a contact unsubscribes from plan.
9

New Product

Send an NPS survey or add contact in Retently when you add a new product.
10

New Contact

Send an NPS survey or add contact in Retently when you add a new contact.
11

New Affiliate

Send an NPS survey or add contact in Retently when you add a new affiliate.
12

New Invoice

Send an NPS survey or add contact in Retently when you add a new invoice.
13

New Contact Action

Send an NPS survey or add contact in Retently when you add a new action for a contact (task, note, or appointment).
14

Credit Card Charge

Send an NPS survey or add contact in Retently when a credit card charge is processed from Infusionsoft through a merchant account.
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Retently NPS to Infusionsoft

1

Tag Existing Contact

Applies a tag to an existing contact when an NPS score is received.
2

Create Note

Creates a note on an existing contact when an NPS score is received.
3

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too when an NPS score is received.
4

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history when an NPS score is received.

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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