Integrate PipeOne.me with Retently

Sync customer contact details between PipeOne.me and Retently, trigger NPS/CSAT surveys after significant communication events, and use survey responses to enhance customer interaction strategies.

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About PipeOne.me

Facilitates communication and internal note-taking. Supports user and contact management through creation or updates of contacts and users. Enables sending SMS messages.

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PipeOne.me to Retently

1

New Message

Triggers when the contact sends a message.
2

New Status Conversation

Triggers when a conversation status has changed.
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Retently to PipeOne.me

1

Create Internal Note

Creates an internal note for contacts that is visible only to agents or users.
2

Create or Update User

Creates or updates a user with basic information.
3

Create or Update Contact

Creates or updates a contact with basic information.
4

Send a SMS Message

Sends an SMS message to a defined contact using Pipeone.

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