Integrate Insurgo with Retently

Sync client profiles from Insurgo to Retently to ensure up-to-date customer information for targeted surveys. Use survey responses to update client tags in Insurgo, enhancing client management and personalized service strategies.

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About Insurgo

Insurgo provides functionality for managing clients, including creating, updating, and searching for individual and company clients. It also supports client tagging.

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Insurgo to Retently

1

Client Created

Triggers when a new client is created in Insurgo.
2

Client Updated

Triggers when an existing client is changed in Insurgo.
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Retently to Insurgo

1

Create Individual Client

Creates a new individual client.
2

Create Company Client

Creates a new company client.
3

Update Company Client

Updates an existing company client.
4

Search Client Tag

Searches for an existing client tag.
5

Find or Create Individual Client

Searches for an existing individual client.
6

Find or Create Company Client

Searches for an existing company client.
7

Create Client Tag

Creates a new client tag.
8

Update Individual Client

Updates an existing individual client.
9

Search Individual Client

Searches for an existing individual client.
10

Search Company Client

Searches for an existing company client.
11

Find or Create Client Tag

Searches for an existing client tag.

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