Integrate OpenCRM with Retently

Sync customer contact details and interaction history between OpenCRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as new opportunities or lead conversions, and use feedback scores to enhance customer relationship management strategies.

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About OpenCRM

Create or update various entities such as Activities, Contacts, Opportunities, Companies, and Leads in the OpenCRM system.

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OpenCRM to Retently

We don't have any actions yet for OpenCRM, but we're working on it!
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Retently to OpenCRM

1

New/Update Activity

Creates or updates an Activity in your OpenCRM system.
2

New/Update Contact

Creates or updates a Contact in your OpenCRM system.
3

New/Update Opportunity

Creates or updates an Opportunity in your OpenCRM system.
4

New/Update Company

Creates or updates a new Company in your OpenCRM system.
5

New/Update Lead

Creates or updates a Lead in your OpenCRM system.

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