Integrate LionDesk with Retently

Trigger NPS/CSAT surveys after significant client interactions or campaign completions, sync customer contact details and interaction history, and use feedback scores to refine marketing strategies and client management.

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About LionDesk

LionDesk helps sales professionals manage clients, transactions, and automate marketing tasks. It allows for the creation and updating of contacts, addition of tags, and management of campaigns.

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LionDesk to Retently

1

New Contact

Triggers when a new contact is added to your LionDesk account.
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Retently to LionDesk

1

Add Tags

Assigns tags to a contact.
2

Start Campaign

Starts an existing campaign for a contact.
3

Find Contact

Finds a contact in your LionDesk account.
4

Add Comment

Adds a comment to an existing contact.
5

Create Contact

Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated.
6

Update Hotness

Updates the hotness of a contact.

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How Marketing Managers Can Benefit From NPS

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