Integrate PEP Cloud with Retently

Trigger NPS/CSAT surveys after key project milestones or status updates, sync client profiles between PEP Cloud and Retently to ensure consistent customer data, and use feedback scores to enhance project management and client relationship strategies.

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About PEP Cloud

PEP Cloud is a project management tool that allows users to manage clients and track eBids, including creating, updating, and monitoring status changes of clients and eBids.

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PEP Cloud to Retently

1

Client Created

Triggers when a new client is created.
2

eBid Lost

Triggers when an eBid is lost.
3

eBid Created

Triggers when an eBid is created.
4

eBid Won

Triggers when an eBid is won.
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Retently to PEP Cloud

1

Create or Update Client

Creates a new client or updates an existing client based on email and then based on first and last name.

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