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.

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pro-Forms to Retently

1

New Submission

Triggers when a new form is submitted.
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Retently to pro-Forms

1

Create Job

Creates a new job or updates an existing job if the job number is found.
2

Create Customer

Creates a new customer.
3

Create Site

Creates a new site or updates an existing site if the site reference or site name already exists.

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