Integrate karmaCRM with Retently

Sync customer contact information and interaction history with Retently, trigger NPS/CSAT surveys after significant customer interactions such as task completions or updates, and use feedback scores to enhance customer relationship strategies.

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About karmaCRM

karmaCRM is a customer relationship management tool that helps users manage contacts, companies, and tasks effectively. The app allows users to create and update entries and monitor various events related to those entities.

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karmaCRM to Retently

1

New Company

Triggers when a new company is created.
2

New Task

Triggers when a new task is created.
3

New Contact

Triggers when a new contact is created.
4

Update Contact

Triggers when a contact is updated.
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Retently to karmaCRM

1

Create Company

Creates a new company.
2

Create Deal

Creates a new deal.
3

Find Company

Finds an existing company.
4

Find or Create Company

Finds or creates a company.
5

Create Contact

Creates a new contact.
6

Create Task

Creates a new task.
7

Find Contact

Finds an existing contact.
8

Find or Create Contact

Finds or creates a contact.

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