Integrate LeadSimple with Retently

Sync customer profiles between LeadSimple and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant interactions like property viewings or lease signings, and use feedback scores to improve customer service and engagement strategies.

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About LeadSimple

LeadSimple is a CRM designed for property management and real estate companies to manage leads, processes, and tasks efficiently.

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LeadSimple to Retently

1

Call Completed

Triggers when a new call is completed.
2

Lead Changes Stage

Triggers when a lead changes stages.
3

Lead Created

Triggers when a new lead is created.
4

Lead Is Reassigned

Triggers when a lead is reassigned.
5

Outbound Conversation Created

Triggers when an outbound conversation is created.
6

Process Changes Tags

Triggers when a process changes tags.
7

Process Reassigned

Triggers when a process is reassigned.
8

Task Created

Triggers when a task is created.
9

Lead Changes Pipeline

Triggers when a lead changes pipelines.
10

Lead Changes Tags

Triggers when a lead's tags change.
11

Lead Opens Email

Triggers when a lead opens email.
12

Inbound Conversation Created

Triggers when an inbound conversation is created.
13

Process Changes Stage

Triggers when a process changes stages.
14

Process Created

Triggers when a new process is created.
15

Task Completed

Triggers when a task is completed.
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Retently to LeadSimple

1

Create Lead

Creates a lead in one of your pipelines. You'll need to specify a Pipeline and a Stage.
2

Create Process

Creates a process in one of your process types. You'll need to specify a Process Type and a Stage.
3

Tag Conversation

Tags a conversation.
4

Update Conversation

Updates a conversation.
5

Update Process

Updates a process. You'll need to specify a Process Type and a Stage.
6

Update Unit

Updates a unit.
7

Search Lead

Searches a lead in your account by name, contact email address, or phone number. You can specify a Pipeline to search within; otherwise, it searches all Pipelines in your account.
8

Search Property

Searches a property in your account by name or address.
9

Search User

Searches a user in your account by name or email address.
10

Get Process

Gets a process in your account by ID.
11

Create Call

Creates a call in your account.
12

Create Lead Note

Creates a note on a lead. You'll need to find a lead first using the 'Find Lead' search action.
13

Create Process Note

Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
14

Update Contact

Updates a contact in your account.
15

Update Lead

Updates a lead in one of your pipelines. You'll need to specify a Pipeline and a Stage.
16

Update Property

Updates a property.
17

Search Contact

Searches a contact in your account by name, phone number, or email address.
18

Search Process

Searches a process in your account by name, contact email address, or phone number. You can specify a Process Type to search within; otherwise, it searches all Process Types in your account.
19

Search Unit

Searches the units on the property by the Unit Number.
20

Get Lead

Gets a lead in your account by ID.

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