Integrate Sales & CRM with Retently

Sync customer profiles between SalesEngine.SE and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as sales or support updates, and use survey feedback to enhance customer relationship strategies.

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About Sales & CRM

SalesEngine.SE allows users to manage consumer and partner records, automate workflows, and track status updates within their system.

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Sales & CRM to Retently

1

Consumer Added to Workflow

Triggers when a consumer record is added to the chosen workflow.
2

Partner Status Updated

Triggers when a partner record's status is updated to the chosen status.
3

New Partner Added

Triggers when a new partner record is added.
4

Consumer Status Updated

Triggers when a consumer record's status is updated to the chosen status.
5

New Consumer Added

Triggers when a new consumer record is added.
6

Partner Added to Workflow

Triggers when a partner record is added to the chosen workflow.
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Retently to Sales & CRM

1

Change Consumer Status

Changes the specified consumer record to a chosen status.
2

Create SE Consumer Record

Creates a consumer record in SE.
3

Create Consumer Record

Creates a new consumer record.
4

Add Partner to Workflow

Adds the specified partner record to a chosen workflow.
5

Change Partner Status

Changes the specified partner record to a chosen status.
6

Lookup Partner Record

Looks up an existing partner record.
7

Add Consumer to Workflow

Adds the specified consumer record to a chosen workflow.
8

Create Partner Record

Creates a new partner record.
9

Update Partner Record

Updates an existing partner record.
10

Update Consumer Record

Updates an existing consumer record.
11

Lookup Consumer Record

Looks up an existing consumer record.

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