Integrate Overloop with Retently

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer profiles and contact information between Overloop and Retently, and use survey feedback to enhance sales strategies and customer relationship management.

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RetentlyOverloop logo

About Overloop

Overloop is a CRM designed to help manage conversations and deals, facilitating user organization and campaign management within sales processes.

Overloop logoRetently

Overloop to Retently

1

Deal Created

Triggers when a new deal is created.
2

Deal Won

Triggers when a new deal is won.
3

Campaign Created

Triggers when a new campaign is created.
4

Pipeline Created

Triggers when a new pipeline is created.
5

User Created

Triggers when a new user is created.
6

Organization Created

Triggers when a new organization is created.
7

Prospect Replied

Triggers when a prospect has replied for the first time.
8

Deal Lost

Triggers when a new deal is lost.
9

New Exclusion List Item

Triggers when a new exclusion list item is created.
10

List Created

Triggers when a new list is created.
11

Stage Created

Triggers when a new stage is created.
12

Workflow Created

Triggers when a new workflow is created.
13

Prospect Created

Triggers when a new prospect is created.
RetentlyOverloop logo

Retently to Overloop

1

Create Deal

Creates a deal.
2

Create Prospect

Creates a prospect.
3

Enroll Organization

Enrolls an organization in a workflow.
4

Exclude Prospect

Adds a prospect to the exclusion list.
5

Mark Deal as Won

Marks the deal as won.
6

Search Email

Searches for an email.
7

Update Organization

Updates an organization.
8

Search Deal

Searches for a specific deal.
9

Search Organization

Searches for a specific organization.
10

Add Prospect to Campaign

Adds a prospect to a campaign.
11

Create Organization

Creates an organization.
12

Enroll Deal

Enrolls a deal in a workflow.
13

Enroll Prospect

Enrolls a prospect in a workflow.
14

Mark Deal as Lost

Marks the deal as lost.
15

Move Deal

Moves a deal.
16

Update Deal

Updates a deal.
17

Update Prospect

Updates a prospect.
18

Search List

Searches for a specific list.
19

Search Prospect

Searches for a specific prospect.

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