Integrate OneLocal LocalReferrals with Retently

Trigger NPS/CSAT surveys after a referral is made or completed to gather feedback on the referral experience, sync customer data between LocalReferrals and Retently to maintain updated profiles, and use feedback scores to improve referral strategies.

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About OneLocal LocalReferrals

Facilitates the management and tracking of referrals. Users can invite contacts and create records for new referrals within a referral program.

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OneLocal LocalReferrals to Retently

1

New Referral

Triggers when a new referral is created.
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Retently to OneLocal LocalReferrals

1

Invite Advocate

Invites a contact to join your referral program as an advocate.
2

Invite Friend

Invites a contact to join your referral program as a friend.
3

Enroll Advocate

Registers a contact as an advocate in your referral program.
4

Create Referral

Creates a new referral.

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