Integrate Livespace with Retently

Sync customer profiles between Livespace and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant customer interactions such as deal closures or task completions. Utilize survey responses to enhance customer relationship strategies and improve CRM processes.

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About Livespace

Livespace provides tools for managing companies, deals, tasks, and personnel within a CRM environment.

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Livespace to Retently

1

New Company

Triggers when a new company is added.
2

New Deal

Triggers when a new deal is added.
3

Change in Deal Status

Triggers when deal status is changed.
4

New Person

Triggers when a new person is added.
5

Change in Deal Stage

Triggers when deal stage is changed.
6

New Task

Triggers when a new task is added.
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Retently to Livespace

1

Create Company

Creates a new company.
2

Create Deal

Creates a new deal.
3

Add Deal Note

Adds a note to existing deal.
4

Create Person

Creates a new person.
5

Create Task

Creates a new task.
6

Edit Deal

Allows you to edit existing deal info.
7

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
8

Find a Deal

Search for deal.
9

Search or Create Company

Search for an existing company or create a new one.
10

Search or Create Person

Search for an existing person or create a new one.
11

Add Company Note

Adds a note to existing company.
12

Add Deal Cost

Adds a cost to existing deal.
13

Add Deal Product

Adds a product to existing deal.
14

Add Person Note

Adds a note to existing person.
15

Edit Company

Allows you to edit existing company info.
16

Edit Person

Allows you to edit existing person info.
17

Find a Company

Search for company.
18

Find a Person

Search for person.
19

Search or Create Deal

Search for an existing deal or create a new one.

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