Integrate Inmobalia CRM with Retently
Trigger NPS/CSAT surveys after property sales or significant customer interactions, sync customer contact details and preferences, and use feedback scores to improve customer relationship strategies.
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About Inmobalia CRM
Inmobalia CRM is a customer relationship management tool designed for managing activities, properties, and contacts, along with handling sales data. It allows for creating and updating various records, and monitoring events in the system.
Inmobalia CRM to Retently
New Activity
Triggers when a new Activity is created.New Property
Triggers when a new Property is created.New WebLead
Triggers when a new WebLead is registered.Contact Update
Triggers when a Contact is updated or created.Sale Update
Triggers when a Sale is updated or created.New Contact
Triggers when a new Contact is created.New Sale
Triggers when a new Sale is created.Activity Update
Triggers when an Activity is updated or created.Property Update
Triggers when a Property is updated or created.New User
Triggers when a new User is created.Retently to Inmobalia CRM
Create Activity
Creates a new Activity.Update Contact
Updates an existing Contact identified by ID. Use Find Contact by Email action to know the ID of a contact by email address.Find and Get Activity
Finds an Activity by ID and gets its details. Use it in conjunction with New Activity trigger.Find and Get Property by ID
Finds a Property by ID and gets its details. Use it in conjunction with New Property or Property Update triggers.Find and Get Sale by Code
Finds a Sale by Code and gets its details.Find and Get Contact by Email
Finds a list of Contacts by email and gets their details.Find or Create Contact
Finds a contact by email address and gets its details. If it doesn't exist, it creates a new Contact with the data provided.Create Contact
Creates a new Contact.Create WebLead
Creates a new WebLead.Find and Get Contact by ID
Finds a Contact by ID and gets its details. Use it in conjunction with New Contact trigger.Find and Get Property by Reference
Finds a Property by Reference and gets its details.Find and Get Sale by ID
Finds a Sale by ID and gets its details.Find and Get User
Finds a User by username and gets its details.
Alex Bitca
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