Integrate Perfex CRM with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as contract completions or project milestones, sync customer data between Perfex CRM and Retently to ensure up-to-date customer profiles, and utilize survey feedback to enhance customer relationship strategies.

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About Perfex CRM

Perfex CRM is a customer relationship management software that enables users to manage contracts, estimates, leads, projects, tasks, and invoices effectively.

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Perfex CRM to Retently

1

New Contract

Triggers when a new contract is created.
2

New Estimate

Triggers when a new estimate is created.
3

New Lead

Triggers when a new lead is created.
4

New Project

Triggers when a new project is created.
5

New Task

Triggers when a new task is created.
6

New Customer

Triggers when a new customer is created.
7

New Invoice

Triggers when a new invoice is created.
8

New Payment

Triggers when a new payment is created.
9

New Proposal

Triggers when a new proposal is created.
10

New Ticket

Triggers when a new ticket is created.
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Retently to Perfex CRM

1

Create Timesheet

Creates a timesheet in the system.
2

Create Customer

Creates a customer in the system.
3

Create Lead

Creates a lead in the system.
4

Create Proposal

Creates a proposal in the system.
5

Create Ticket

Creates a ticket in the system.
6

Find Customer

Finds a customer in the system.
7

Create Contract

Creates a contract in the system.
8

Create Invoice

Creates an invoice in the system.
9

Create Project

Creates a project in the system.
10

Create Task

Creates a task in the system.
11

Create Estimate

Creates an estimate in the system.
12

Find or Create Customer

Finds a customer in the system.

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