Integrate IRIS CRM with Retently
Trigger NPS/CSAT surveys after significant customer interactions such as new merchant onboarding or lead conversion, sync customer profiles to ensure accurate feedback targeting, and utilize survey responses to enhance customer service and retention strategies.
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About IRIS CRM
IRIS CRM is a payments platform that tracks leads, merchants, and calculates residuals for payment processors.
IRIS CRM to Retently
Lead Created
Triggers when a lead is created.Lead File Uploaded
Triggers when a lead file is uploaded.Lead Note Added
Triggers when a lead note is added.Lead Status Updated
Triggers when a lead's status is updated.Ticket Checklist Updated
Triggers when a ticket checklist is updated.Ticket Created
Triggers when a ticket is created.Ticket Type Updated
Triggers when a ticket type is updated.Lead Deleted
Triggers when a lead is deleted.Lead Email Received
Triggers when a lead email is received.Lead Restored
Triggers when a lead is restored.Lead Updated
Triggers when a lead is updated.Ticket Commented
Triggers when a ticket is commented.Ticket Resolved
Triggers when a ticket is resolved.Ticket Updated
Triggers when a ticket is updated.Retently to IRIS CRM
Add Comment to Ticket
Adds a comment to a ticket.Add Note to Lead
Adds a note to a lead.Create New Lead
Creates a new lead.Send Email to Lead
Sends an email to a lead.Update Lead
Updates an existing lead.Update Existing Ticket
Updates an existing ticket.Add File to Lead
Adds a file to a lead.Assign User(s) to Lead
Assigns user(s) to a lead.Create New Ticket
Creates a new ticket.Send SMS to Lead
Sends SMS to a lead.Update Lead Status
Updates the status of a lead.API Request (Beta)
Makes a raw HTTP request that includes this integration's authentication.
Alex Bitca
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