Integrate Persio with Retently

Sync customer profiles between Persio and Retently to ensure accurate data for survey targeting, trigger surveys based on lead qualification events, and use survey feedback to improve lead scoring and customer interaction strategies.

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About Persio

Persio helps businesses unify customer data in a single platform and manage lead qualification through various user interactions.

Persio logoRetently

Persio to Retently

1

Classifier

Triggers when a classifier sentiment status is any.
2

User Created

Triggers when a user is created.
3

User Specific Attribute Updated

Triggers when a specific attribute of a user is updated.
4

User Attributes Updated

Triggers when any attributes of a user are updated.
5

User Event Created

Triggers when a user event is created.
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Retently to Persio

1

Lead Classification

Classifies leads as Positive, Negative, or Neutral based on communication received.
2

Create User Event

Adds an event to the user identified by an email.
3

Response Generation

Generates a response for your lead's reply.
4

Create or Update a User

Updates user attributes or creates a new user if not already existing.
5

Find a User

Searches for a user by email or external ID.

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