Integrate pro-Forms with Retently
Automatically trigger NPS/CSAT surveys when a new form is submitted or updated, sync customer data from pro-Forms to Retently to maintain accurate customer profiles, and use survey responses to improve service offerings based on customer feedback.
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About pro-Forms
Facilitates online form submission and management by creating jobs and customers, as well as sites. Supports both new entries and updates to existing records based on specific identifiers.
pro-Forms to Retently
New Submission
Triggers when a new form is submitted.
Retently to pro-Forms
Create Job
Creates a new job or updates an existing job if the job number is found.Create Customer
Creates a new customer.Create Site
Creates a new site or updates an existing site if the site reference or site name already exists.Related blog posts
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