Integrate Outseta with Retently
Sync customer profiles between Outseta and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions like subscription updates or support ticket resolutions, and use survey feedback to enhance customer success strategies.
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About Outseta
Outseta provides a technology stack for early stage SaaS companies, including CRM, subscription billing and management, and customer success tools for communication and support.
Outseta to Retently
Account Subscription Started
Triggers when a new subscription starts for an accountPerson Deleted
Triggers when a person is deletedChat Request Added
Triggers when a new chat is receivedPerson Added
Triggers when a new person is createdDeal Updated
Triggers when a deal is updated.Account Deleted
Triggers when an account is deletedAccount Added
Triggers when a new account is createdDeal Added
Triggers when a new deal is createdAccount Updated
Triggers when an account is updatedPerson Updated
Triggers when a person is updated.Retently to Outseta
Add Account
Creates an account with an existing or new user and specifies a subscription.Add Deal
Creates a deal and optionally associates it with an account or a person.Cancel Subscription
Cancels the current subscription on an account in the Outseta CRM.Subscribe to Email List
Adds a person's email address to a mailing list.Update Deal
Updates a deal.Retrieve Person
Retrieves a person record using an email address as the lookup.Add Custom Activity
Creates a custom activity in the Outseta CRM.Add Person
Creates a person in the Outseta CRM.Retrieve Account
Retrieves an account record using its UID as the lookup.Update Account
Updates an account in the Outseta CRM.Update Person
Updates a person in the Outseta CRM.Find or Add Person
Retrieves a person record using an email address as the lookup.
Alex Bitca
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