Integrate QuickDesk with Retently

Sync customer profiles between QuickDesk and Retently to ensure up-to-date information for survey targeting. Trigger NPS/CSAT surveys after significant lead interactions or updates. Use survey feedback to refine lead management strategies and improve customer relationship management.

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About QuickDesk

QuickDesk provides tools for managing leads and customer relationships, allowing users to create, update, and delete leads, and to search for leads using various filters.

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QuickDesk to Retently

1

Lead Trigger

Triggers when a new recipe is created, updated, or deleted.
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Retently to QuickDesk

1

Create Company Lead

Creates a company lead.
2

Delete Lead

Deletes a lead.
3

Update Person Lead

Updates a person lead.
4

Search Leads

Search for a lead using QuickDesk search engine.
5

Delete Multiple Leads

Deletes multiple leads.
6

Create Person Lead

Creates a person lead.
7

Update Company Lead

Updates a company lead.
8

Get Leads

Gets leads with specific filters.

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