Integrate Map My Customers with Retently

Trigger NPS/CSAT surveys after significant customer interactions or updates in Map My Customers, sync customer profiles and contact information with Retently, and use survey feedback to enhance customer relationship strategies.

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About Map My Customers

Map My Customers allows you to manage companies, activities, users, and contacts within your organization. Users can create, update, find, and add records related to customers and deals.

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Map My Customers to Retently

1

New Company

Triggers when a new Company is added to your organization.
2

New Activity

Triggers when a new Activity is added to your organization.
3

New User

Triggers when a new user is added to your organization.
4

New Person

Triggers when a new Person is added to your organization.
5

New Deal

Triggers when a new Deal is added to your organization.
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Retently to Map My Customers

1

Add File

Adds a file to a Company, Person, or Deal.
2

Create or Update Company

Creates or updates a Company.
3

Create or Update Activity

Creates or updates an Activity.
4

Find Company

Finds a Company record.
5

Find Activity

Finds an Activity record.
6

Find User

Finds a User in Map My Customers.
7

Find or Create Person

Finds or creates a Person.
8

Find or Create Deal

Finds or creates a Deal.
9

Add Record to Group

Adds a Company, Person, or Deal to a group.
10

Create Note

Creates a Note on a Company, Person, or Deal.
11

Create or Update Person

Creates or updates a Person.
12

Create or Update Deal

Creates or updates a Deal.
13

Find Person

Finds a Person record.
14

Find Deal

Finds a Deal record.
15

Find or Create Company

Finds or creates a Company.
16

Find or Create Activity

Finds or creates an Activity.

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