Integrate Retention with Retently

Sync customer profiles and interaction data from Retention to Retently to ensure up-to-date information for survey targeting. Trigger NPS/CSAT surveys based on significant customer interactions managed by Retention, such as new contact creation or updates. Use survey feedback to enhance customer engagement strategies within the CRM.

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About Retention

Retention is a CRM tool that manages and analyzes customer interactions. It facilitates the creation and tracking of contacts within the system.

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Retention to Retently

1

New Contact

Triggers when there's a new contact.
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Retently to Retention

1

Find Contact

Finds a contact in the retention system.
2

Create Contact

Creates a contact in the system.

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