Integrate Rolldog with Retently

Trigger NPS/CSAT surveys after service ticket resolutions or significant account updates, sync customer profiles and contact information, and utilize feedback scores to enhance account management and customer service strategies.

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About Rolldog

Rolldog is a platform for managing accounts, contacts, leads, opportunities, and service tickets. It enables users to create, update, and track activities related to accounts and leads.

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Rolldog to Retently

1

New Account

Triggers when a new account is created in Rolldog.
2

New Contact

Triggers when a new contact is created in Rolldog.
3

New Lead

Triggers when a new lead is created in Rolldog.
4

New Opportunity

Triggers when a new opportunity is created in Rolldog.
5

New Project

Triggers when a new project is created in Rolldog.
6

New Service Ticket

Triggers when a new service ticket is created in Rolldog.
7

Updated Account

Triggers when an account is updated in Rolldog.
8

Updated Individual Account

Triggers when an individual account is updated in Rolldog.
9

New Account Activity

Triggers when a new account activity is created.
10

New Individual Account

Triggers when a new individual account is created.
11

New Lead Activity

Triggers when a new lead activity is created.
12

New Opportunity Activity

Triggers when a new opportunity activity is created.
13

New Project Activity

Triggers when a new project activity is created.
14

New Service Ticket Activity

Triggers when a new service ticket activity is created.
15

Updated Contact

Triggers when a contact is updated in Rolldog.
16

Updated Lead

Triggers when a lead is updated in Rolldog.
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Retently to Rolldog

1

Create Account Activity

Creates an account activity in Rolldog.
2

Create Lead Activity

Creates a lead activity in Rolldog.
3

Create Contact

Creates a contact in Rolldog.
4

Update Account

Updates an existing account in Rolldog.
5

Update Service Ticket

Updates a service ticket in Rolldog.
6

Find Contact

Finds a contact in Rolldog.
7

Find or Create Account

Finds or creates an account in Rolldog.
8

Find or Create Lead

Finds or creates a lead in Rolldog.
9

Create Contact Activity

Creates a contact activity in Rolldog.
10

Create Account

Creates a new account in Rolldog.
11

Create Lead

Creates a new lead in Rolldog.
12

Update Lead

Updates an existing lead in Rolldog.
13

Find Account

Finds an account in Rolldog.
14

Find Lead

Finds a lead in Rolldog.
15

Find or Create Contact

Finds or creates a contact in Rolldog.

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