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Integrate Insightly with Retently NPS

Sync NPS scores with Insightly and trigger NPS surveys from Insightly with Retently NPS. With Retently NPS & Insightly Integration, you can: a new organization was created in your Insightly account or creates a new project in your Insightly account when an NPS score is received.

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About Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

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retently nps to Insightly

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Insightly to retently nps

1

New Organization

Send an NPS survey or add contact in Retently when a new organization was created in your Insightly account.

2

New Project

Send an NPS survey or add contact in Retently when a new project is created within your Insightly account.

3

New Contact

Send an NPS survey or add contact in Retently when a new contact was created in your Insightly account.

4

Updated Contact

Send an NPS survey or add contact in Retently when a contact is updated.

5

New Task

Send an NPS survey or add contact in Retently when a new task was created in your Insightly account.

6

New Opportunity

Send an NPS survey or add contact in Retently when a new opportunity is created.

7

New Lead

Send an NPS survey or add contact in Retently when a new lead is created in your Insightly account.

1

Create Project

Creates a new project in your Insightly account when an NPS score is received.

2

Update Contact

Update a contact when an NPS score is received.

3

Create Organization

Create a new organization in your Insightly account when an NPS score is received.

4

Create Contact

Create a new contact in your Insightly account when an NPS score is received.

5

Create Task

Create a new task in your Insightly account when an NPS score is received.

6

Create Opportunity

Create a new opportunity in your Insightly account when an NPS score is received.

7

Create Lead

Create a new lead in your Insightly account when an NPS score is received.

8

Create Note

Create a new note in your Insightly account when an NPS score is received.

Insightly logo

Insightly to retently nps

1

New Organization

Send an NPS survey or add contact in Retently when a new organization was created in your Insightly account.

2

New Project

Send an NPS survey or add contact in Retently when a new project is created within your Insightly account.

3

New Contact

Send an NPS survey or add contact in Retently when a new contact was created in your Insightly account.

4

Updated Contact

Send an NPS survey or add contact in Retently when a contact is updated.

5

New Task

Send an NPS survey or add contact in Retently when a new task was created in your Insightly account.

6

New Opportunity

Send an NPS survey or add contact in Retently when a new opportunity is created.

7

New Lead

Send an NPS survey or add contact in Retently when a new lead is created in your Insightly account.

Insightly logo

retently nps to Insightly

1

Create Project

Creates a new project in your Insightly account when an NPS score is received.

2

Update Contact

Update a contact when an NPS score is received.

3

Create Organization

Create a new organization in your Insightly account when an NPS score is received.

4

Create Contact

Create a new contact in your Insightly account when an NPS score is received.

5

Create Task

Create a new task in your Insightly account when an NPS score is received.

6

Create Opportunity

Create a new opportunity in your Insightly account when an NPS score is received.

7

Create Lead

Create a new lead in your Insightly account when an NPS score is received.

8

Create Note

Create a new note in your Insightly account when an NPS score is received.

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Use API

Use Retently API to integrate with your web application

Our API allows you to connect Retently to your web application or an on-premise software. The API gives you the possibility to build custom integrations, workflows and scenarios using Retently OAuth.

  • List your customers from Retently
  • Get latest customer score
  • Get latest customer feedback
  • Create and update customers in Retently
  • Send transactional NPS surveys
CHECK API DOCUMENTATION