Integrate Parma with Retently

Sync customer profiles between Parma and Retently to ensure up-to-date contact information and preferences, trigger NPS/CSAT surveys based on customer interactions managed in Parma, and use survey responses to update customer notes and improve relationship management strategies.

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About Parma

Parma facilitates the management of relationships, notes, and groups within a CRM context. It allows users to create, find, and manage various elements related to their contacts and companies.

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Parma to Retently

1

New Relationship

Triggers when a new relationship (contact or company) is created.
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Retently to Parma

1

Create Relationship

Creates a relationship.
2

Find Relationship

Finds a relationship in Parma.
3

Create Note

Creates a note in Parma.
4

Find Group

Finds a group in Parma.

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