Integrate MyDesk with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as appointment completions or task updates, sync customer contact and company information with Retently, and use feedback scores to enhance customer relationship management and service strategies.

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About MyDesk

MyDesk provides functionality for managing appointments, contacts, tasks, companies, and opportunities, enabling users to streamline their workflow and improve organization.

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MyDesk to Retently

1

New Appointment

Triggers when a new Appointment is created
2

New Contact

Triggers when a new Contact is added to a Company
3

New Task

Triggers when a new Task is created
4

Task Completed

Triggers when a Task is completed
5

New Company

Triggers when a new Company is created
6

New Opportunity

Triggers when a new Opportunity is created
7

Opportunity Completed

Triggers when an Opportunity is completed
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Retently to MyDesk

1

Create Appointment

Creates an Appointment.
2

Create Contact

Creates a Contact.
3

Create Task

Creates a Task.
4

Find Contact

Finds an existing Contact.
5

Find Representative

Finds a Representative.
6

Find or Create a Contact

Finds an existing Contact.
7

Create Address

Creates an Address
8

Create Company

Creates a Company.
9

Create Opportunity

Creates an Opportunity.
10

Find Company

Finds a Company.
11

Find Country

Finds an existing Country.
12

Find or Create a Company

Finds a Company.

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