Integrate Onpipeline with Retently

Sync customer profiles between Onpipeline and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant deal updates or customer interactions, and use survey responses to enhance customer relationship strategies.

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About Onpipeline

Onpipeline is a customer relationship management application that allows users to manage contacts, deals, and organizations effectively. It includes functionality for tracking calendar events and updates to key records.

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Onpipeline to Retently

1

Deal Is Won

Triggers when a deal is updated as won.
2

New Event

Triggers when a new calendar event is created.
3

New Person

Triggers when a new contact person is created.
4

Updated Deal

Triggers when deals are updated.
5

Updated Person

Triggers when persons are updated.
6

New Deal

Triggers when a new deal is created.
7

New Organization

Triggers when a new organization is created.
8

Updated Organization

Triggers when organizations are updated.
9

Updated Event

Triggers when calendar events are updated.
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Retently to Onpipeline

1

Add Person

Adds a new person to Onpipeline.
2

Add Lead

Creates a new lead in the CRM (Leads IN).
3

Update Organization

Updates an organization.
4

Find Organization

Finds an organization in Onpipeline.
5

Add Organization

Adds a new organization to Onpipeline.
6

Add Deal

Creates a new deal.
7

Update Deal

Updates existing deals.
8

Update Person

Updates a person record.
9

Find Person

Finds a person in Onpipeline.

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