Integrate PreciseFP with Retently

Sync customer data collected through PreciseFP with Retently to ensure up-to-date customer profiles, trigger NPS/CSAT surveys after significant data updates or form submissions, and use survey responses to refine data collection processes.

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About PreciseFP

PreciseFP is a data management platform that streamlines data-gathering processes and automates administrative tasks.

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PreciseFP to Retently

1

New Client/Prospect

Triggers when a Client or Prospect is created.
2

New Client/Prospect Staged in Pipeline

Triggers when a Client or Prospect is moved to a Pipeline Stage.
3

New Form Engagement Created

Triggers when a client or prospect is engaged with a form template.
4

New PDF Engagement Completed

Triggers when a Pdf Engagement is completed.
5

New Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.
6

New Form Engagement Completed

Triggers when a client or prospect completes a form engagement.
7

New Form Engagement Opened

Triggers when a client or prospect opens a form engagement.
8

New PDF Engagement Created

Triggers when a new PDF engagement is created.
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Retently to PreciseFP

1

Create Account

Creates a new client or prospect account.
2

Find Account

Finds a client or prospect account.
3

Find or Create Account

Finds or creates a client or prospect account.
4

Create Form Engagement

Engages a client or co-client with the desired form template.
5

Find Account by Id

Finds a client or prospect account by ID.
6

Find or Create Account

Finds or creates a client or prospect account.

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