Integrate Revamp CRM with Retently

Sync customer profiles between Revamp CRM and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant customer interactions, such as deal closures or support resolutions, to gather feedback and improve customer experience.

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About Revamp CRM

Revamp CRM is a customer relationship management tool that helps users manage customer interactions, track deals, and organize tasks. It allows for the creation and management of organizations, persons, and notes.

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Revamp CRM to Retently

1

Person Matching Filter

Triggers when matching people with this criteria.
2

New Customer

Triggers when a new customer is created.
3

New Task

Triggers when a new task is created.
4

Task Matching Filter

Triggers when matching tasks with this criteria.
5

Deal Matching Filter

Triggers when matching deals with this criteria.
6

New Deal

Triggers when a new deal is created.
7

Organization Matching Filter

Triggers when matching organizations with this criteria.
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Retently to Revamp CRM

1

Create Deal

Creates a new deal.
2

Create Organization

Creates a new organization.
3

Find Person

Finds an existing person.
4

Find Organization

Finds an existing organization.
5

Create Person

Creates a new person.
6

Create Note

Creates a new note.
7

Create Task

Creates a new task.
8

Find Deal

Finds an existing deal.

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