Integrate Outfield with Retently
Trigger NPS/CSAT surveys after significant sales activities or account updates, sync customer profiles and sales data to enhance customer experience management, and utilize feedback scores to improve sales strategies and customer relationship management.
Start Free Trial
About Outfield
Outfield is a sales and CRM tool that enables users to manage accounts, track activities, and handle deals through its platform. It supports event tracking and account management functionalities.
Outfield to Retently
New Activity
Triggers when new activity is created, including check-ins, meetings, phone calls, notes, emails, text messages, completed tasks, and progressed dealsNew Deal
Triggers when a new deal is created. The deal may contain an order.New Account
Triggers when a new account is created, i.e. either a place or a contact.New Calendar Event
Triggers when a new calendar event is created.New Incomplete Task
Triggers when a new incomplete task is created.New or Updated Activity
Triggers when an activity is created or updated, including check-ins, meetings, notes, completed tasks, and progressed deals.Retently to Outfield
Default Fields
Get default fields for dropdownPoint System Specs
Get point system specs for dropdown.Create Account
Creates an account.Create Calendar Event
Creates a Calendar Event.Create Deal With Order
Creates a new deal with an order in your pipeline.Create or Update Account
Creates or updates an account.Create or Update Calendar Event
Creates or updates a Calendar Event.Create or Update Deal With Order
Creates or updates a new deal with an order in your pipeline.Create Point Action
Creates a new point action for the user selected.Find Account (Or Optionally Create)
Finds an Account.Find or Create Account
Finds an Account.Create Activity
Creates an Activity including check-ins, meetings, phone calls, notes, emails, text messages and completed tasks.Create Deal
Creates a new deal in your pipeline.Create Incomplete Task
Creates an Incomplete Task.Create or Update Activity
Creates or Updates an Activity including check-ins, meetings, phone calls, notes, emails, text messages and completed tasks.Create or Update Deal
Creates or updates a deal in your pipeline.Create or Update Incomplete Task
Creates or updates an Incomplete Task.Find Default Field
Finds a Default Field in the enterprise.Find User (Team Member)
Finds a User in the enterprise.
Alex Bitca
Similar Sales & CRM integrations
10xCRMzapierSync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...
Learn more
17hatszapierThe most compelling integration scenario is syncing customer data between 17hats and Retently. When...
Learn more
1CRMzapierSync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Learn more
3C ConnectzapierTrigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...
Learn more
4DegreeszapierTrigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...
Learn more
5 Stars...zapierUse imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...
Learn more
Abby ConnectzapierTrigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...
Learn more
Accountable CRMzapierTrigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...
Learn more
AccuLynxzapierTrigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...
Learn more
Act!zapierSync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Learn more
ActionstepzapierTrigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...
Learn more
Acuity SchedulingzapierTrigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...
Learn more