Integrate MyCRM Sync with Retently

Sync customer contact information and deal statuses with Retently to trigger NPS/CSAT surveys after significant deal updates or customer interactions, and update customer profiles in Retently based on CRM changes.

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About MyCRM Sync

MyCRM Sync facilitates the management of contacts and deals within customer relationship management processes, allowing users to create, update, and delete contacts and manage deal statuses.

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MyCRM Sync to Retently

1

Contact Created/Updated/Deleted

Triggers when a new contact is created, updated, or deleted.
2

Contact Deleted

Triggers when a new contact is deleted.
3

Deal Status Changed

Triggers when a deal changes status.
4

Contact Created

Triggers when a new contact is created.
5

Contact Updated

Triggers when a new contact is updated.
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Retently to MyCRM Sync

1

Create a Lead

Creates a basic lead.

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