Integrate OnePageCRM with Retently

Sync customer profiles between OnePageCRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after key sales milestones or customer interactions, and use feedback scores to prioritize sales follow-ups and improve customer engagement strategies.

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About OnePageCRM

OnePageCRM is a customer relationship management tool designed to simplify sales processes. It enables users to manage contacts, track sales cycles, and maintain a streamlined list of next actions to improve productivity.

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OnePageCRM to Retently

1

Closed Sales Cycle

Triggers when a sales cycle is closed.
2

New Next Action

Triggers when a new next action is added.
3

New Contact

Triggers when a contact is created.
4

New Note

Triggers when a new note is created.
5

Updated Deal

Triggers when a deal is updated.
6

Completed Next Action

Triggers when a next action is completed.
7

New Call

Triggers when a new call is created.
8

New Deal

Triggers when a deal is created.
9

Updated Contact

Triggers when a contact is updated.
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Retently to OnePageCRM

1

Create Next Action

Creates a new next action for a contact.
2

Create Contact

Creates a new contact in OnePageCRM.
3

Create Note

Adds a new note to a contact.
4

Update Deal

Updates an existing deal in OnePageCRM.
5

Find Deal

Finds a deal in OnePageCRM.
6

Find or Create a Contact

Finds an existing contact in OnePageCRM or creates a new one.
7

Close Sales Cycle

Closes the sales cycle for a specific contact.
8

Create Call

Adds a new call to a contact.
9

Create Deal

Creates a new deal.
10

Update Contact

Updates a contact in OnePageCRM.
11

Find Contact

Finds a contact in OnePageCRM.
12

Find User

Finds a user in OnePageCRM.
13

Find or Create a Deal

Finds an existing deal in OnePageCRM or creates a new one.

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