Integrate Offri with Retently
Sync customer contact information between Offri and Retently to maintain accurate profiles. Trigger NPS/CSAT surveys when a proposal is accepted or rejected to gather feedback on the proposal process. Use survey responses to enhance customer relationship management and improve proposal strategies.
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About Offri
Offri allows users to manage contacts and proposals. Its core features include creating, updating, and removing contacts and proposals, as well as tracking the status and activity of these entities.
Offri to Retently
Contact Removed
Triggers when a client is removed.Contact Person Removed
Triggers when a Contact Person is removed.Proposal Opened for the First Time
Triggers when a proposal has been opened by a contact for the first time.Proposal Status Changed
Triggers when a proposal has either expired, lost, or won.Contact Updated
Triggers when a client is created or updated.Contact Person Updated
Triggers when a Contact Person is created or updated.Proposal Removed/Hidden
Triggers when a proposal is removed or hidden.Proposal Updated
Triggers when a proposal is created or updated.Retently to Offri
Create Contact
Creates a contact.Create Proposal
Creates a proposal, optionally from a template.Find and Create/Update Contact Person
Finds and updates a Contact Person, optionally creates one if it doesn't exist.Remove Contact Person
Removes a contact person under a contact.Update Contact Person
Updates a contact person under a contact.Find Contact Person
Finds a Contact Person.Find or Create Contact Person
Finds a Contact Person, optionally creates one if it doesn't exist.Create Contact Person
Creates a contact person under a contact.Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist.Remove Contact
Removes a contact.Update Contact
Updates a contact.Find Contact
Finds a Contact.Find or Create Contact
Finds a Contact, optionally creates one if it doesn't exist.
Alex Bitca
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