Integrate Keep In Touch with Retently

Sync customer profiles between Keep In Touch and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant deal updates or customer interactions, and use survey feedback to enhance customer relationship strategies.

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About Keep In Touch

Keep In Touch provides tools to manage contacts and deals within a customer relationship management framework, allowing users to create, update, and delete contacts and deals.

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Keep In Touch to Retently

1

New Contact

Triggers when a new Contact is created.
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Retently to Keep In Touch

1

Add Deal

Adds a new deal to Keep In Touch.
2

Delete Contact

Deletes a contact.
3

Get Deals

Lists Deals for an account based on information sent via an HTTP form post.
4

Create Opt in Status

Sets the opt-in status of an email address.
5

Update Autoresponder

Assigns an Autoresponder to a contact in the database (the contact must be opted in before an Autoresponder can be assigned).
6

Update Contact Flags

Updates a contact's flags in the database.
7

New Deal

Adds a deal to the database via an HTTP form post. A successful post will return a success message and the deal ID for the new contact.
8

Create Contact

Adds a contact to the database.
9

Delete Contact by Email

Deletes a contact by email address.
10

New Contact Note

Updates a contact in the database.
11

Update Action Set

Runs an Action Set on a contact in the database.
12

Update Contact

Updates a contact in the database via an HTTP form post.
13

Update to Do Plan

Assigns a To-Do Plan to a contact in the database via an HTTP form post.

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