Integrate SalesCloser AI with Retently

Trigger NPS/CSAT surveys after significant sales interactions, sync customer profiles and sales data with Retently, and use feedback scores to refine sales strategies and improve customer engagement.

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About SalesCloser AI

SalesCloser AI is a platform that helps manage and track sales interactions, including calls and lead updates.

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SalesCloser AI to Retently

1

Audio Transcript Ready

Triggers when the audio transcript of a demo is available.
2

Demo Call Completed

Triggers when a new demo call is completed.
3

Lead Created

Triggers when a new lead is created.
4

Demo Call Started

Triggers when a new demo call is started.
5

Booking Scheduled

Triggers when a new booking is scheduled.
6

Call Step Completed

Triggers when an agent completes a step in the call.
7

Lead Updated

Triggers when a new lead is updated.
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Retently to SalesCloser AI

1

Make Outbound Call

Makes an outbound call to a lead.
2

Add Lead to Campaign

Adds a lead to an existing campaign.

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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

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