Integrate Radius Agent with Retently

Trigger NPS/CSAT surveys after significant client interactions or lead qualification events, sync customer profiles between Radius Agent and Retently to maintain up-to-date contact information, and use feedback scores to refine lead management strategies.

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RetentlyRadius Agent logo

About Radius Agent

Radius Agent provides tools for managing leads and client relationships within a sales and CRM context, focusing on lead qualification and activity tracking.

Radius Agent logoRetently

Radius Agent to Retently

1

New Disqualified Lead

Triggers when a lead is disqualified.
2

New Note

Triggers when a new note/activity is added to your lead.
3

New Inbound Lead and Accepted Assist Lead

Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
4

New Qualified Lead

Triggers when a new lead is qualified.
RetentlyRadius Agent logo

Retently to Radius Agent

1

Create Active Client

Creates a new active client.
2

Disqualify Lead

Disqualifies the lead.
3

Create Referral

Creates a lead.

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