Integrate Monty with Retently

Sync customer profiles between Monty and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant deal milestones, and use feedback scores to adjust sales approaches and improve customer satisfaction.

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About Monty

Monty is a sales and CRM tool that allows users to manage deals efficiently. Users can create, modify, and track deals within the platform.

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Monty to Retently

1

New Deal

Triggers when a new deal is created.
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Retently to Monty

1

Mark Deal as Won

Marks a deal as won in Monty.
2

Add Deal

Adds a new deal into Monty.

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