Integrate Insightly with Retently

Sync customer profiles between Insightly and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant sales pipeline events or project completions. Use survey responses to enhance customer relationship strategies and improve project management outcomes.

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About Insightly

Insightly is a CRM and project management app that helps businesses manage contacts, track relationships, and organize projects. It allows users to monitor sales pipelines across all devices.

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Insightly to Retently

1

Deleted Record

Triggers when a record is deleted.
2

Updated Field on Record

Triggers when a specified field is updated on any record of a specified Insightly object.
3

New Record

Triggers when a new record is created.
4

Updated Record

Triggers when a record is updated.
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Retently to Insightly

1

Create Record

Creates a record in Insightly.
2

Find Record

Finds an existing record in Insightly.
3

Update Record

Updates a record in Insightly.

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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

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