Integrate Rocket Agents with Retently

Trigger NPS/CSAT surveys after lead creation or significant customer interactions, sync customer profiles and interaction history with Retently, and use survey responses to enhance customer relationship strategies.

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About Rocket Agents

Rocket Agents provides tools for managing customer relationships, including lead creation, note taking, and SMS integration.

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Rocket Agents to Retently

1

New Call Note

Triggers when a call note is added.
2

New Note

Triggers when a note is added.
3

SMS Received

Triggers when an SMS is received.
4

New Lead

Triggers when a new lead is added.
5

New Property Request

Triggers when new property request is added.
6

Stage Changed

Triggers when a stage is changed.
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Retently to Rocket Agents

1

Add Call Notes

Adds a call note to a lead.
2

Create Lead

Creates a new lead.
3

Add Notes

Adds a note to a lead.
4

Update Lead

Updates an existing lead.

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