Integrate MobiCRM with Retently

Sync customer profiles and contact information between MobiCRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or account updates, and utilize survey feedback to enhance customer relationship strategies.

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About MobiCRM

MobiCRM is a customer relationship management platform that allows users to create and manage accounts, leads, contacts, and tasks efficiently.

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MobiCRM to Retently

1

Account Created

Triggers when a new account has been created in MobiCRM.
2

Contact Created

Triggers when a new contact has been created in MobiCRM.
RetentlyMobiCRM logo

Retently to MobiCRM

1

Create Account

Creates a new account in MobiCRM.
2

Create Lead

Creates a new lead.
3

Create Todo

Creates a new todo.
4

Create Contact

Creates a new contact in MobiCRM.
5

Create Minutes

Creates a new minutes in MobiCRM.

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