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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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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.
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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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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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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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