Integrate Rex with Retently

Sync customer profiles and contact information between Rex and Retently, trigger NPS/CSAT surveys after property appraisals or sales, and use survey feedback to enhance customer relationship strategies.

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About Rex

Rex is a platform for managing sales and CRM activities, enabling users to create and update appraisals, contacts, listings, and properties. It also facilitates calendar event management and the handling of mailing lists.

Rex logoRetently

Rex to Retently

1

Appraisal Created

Triggers when an appraisal is created.
2

Calendar Event Updated

Triggers when a calendar event is updated.
3

Contact Updated

Triggers when a contact is updated.
4

Contract Created

Triggers when a contract is created.
5

Lead Created

Triggers when a lead is received or created.
6

Listing Updated

Triggers when a listing is updated.
7

Listing Sold/Leased

Triggers when a listing is marked as sold or leased.
8

Contact Added to Mailing List

Triggers when a contact is added to a mailing list.
9

Note Created

Triggers when a note is created.
10

Property Updated

Triggers when a property is updated.
11

Calendar Event Created

Triggers when a calendar event is created.
12

Contact Created

Triggers when a contact is created.
13

Tag Added to Contact

Triggers when a tag is added to a contact.
14

Contract Status Changed

Triggers when a contract status changes.
15

Listing Created

Triggers when a listing is created.
16

Listing Published

Triggers when a listing is published.
17

Tag Added to Listing

Triggers when a tag is added to a listing.
18

Contact Removed From Mailing List

Triggers when a contact is removed/unsubscribes from a mailing list.
19

Open Home Attendee Added

Triggers when an open home attendee is added to a listing.
20

Tag Added to Property

Triggers when a tag is added to a property.
RetentlyRex logo

Retently to Rex

1

Send Email

Sends an email.
2

Create Lead

Creates a lead.
3

Create Note

Creates a note.
4

Send SMS

Sends an SMS.
5

Remove Tag

Removes a tag from a contact, listing, or property.
6

Remove All Tracks

Removes all tracks associated with a record.
7

Search for Full Contact

Searches and retrieves the latest data for a full contact record.
8

Search for Full Property

Searches and retrieves the latest data for a full property record.
9

Assign Lead

Assigns a lead to a user.
10

Create Match Profile

Creates a match profile for a contact if one doesn't exist.
11

Create Reminder

Creates a reminder.
12

Add Tag

Adds a tag to a contact, listing, or property.
13

Create Track

Applies a track to a record.
14

Search for Full Calendar Event

Searches and retrieves the latest data for a calendar event.
15

Search for Full Listing

Searches and retrieves the latest data for a full listing record.

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