Integrate Intaker with Retently
Trigger NPS/CSAT surveys after client intake or follow-up interactions, sync client profiles and communication history with Retently, and use survey feedback to improve client service and engagement strategies.
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About Intaker
Intaker is a tool for website chat, two-way texting, follow-up automation, client intake, and lead management specifically designed for law firms.
Intaker to Retently
New Callback Request
Triggers when a new call back request is received by Intaker.New SMS Received
Triggers when Intaker receives a new SMS.New Call Now
Triggers when Intaker receives a new call.New Chat
Triggers when a new chat is received by Intaker.Lead Status Changed
Triggers when lead status changes on the dashboard.New LSA Lead
Triggers when a new lead is created in your account through LSA.New Note
Triggers when a new note is created in Intaker.
Retently to Intaker
AI Agent Conversations
Gets AI Agent Conversations.Create Lead
Creates a new lead in your Intaker account.Related blog posts
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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.
