Integrate Salesmap with Retently

Trigger NPS/CSAT surveys after closing deals or reaching key sales stages, sync customer profiles and sales data with Retently to maintain updated customer feedback records, and use survey responses to refine sales strategies and improve customer satisfaction.

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About Salesmap

Salesmap is a platform for managing sales leads, deals, and organizations. It offers features for creating and updating entities, as well as tracking progress through deal stages.

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Salesmap to Retently

1

Deal Created

Triggers when a new deal is created.
2

Lead Created

Triggers when a new lead is created.
3

Organization Created

Triggers when a new organization is created.
4

Web Form Created

Triggers when a new web form is created.
5

Deal Stage Updated

Triggers when a deal stage is updated.
6

Memo Created

Triggers when a new memo is created.
7

People Created

Triggers when a new person is created.
8

Web Form Submitted

Triggers when a web form is submitted.
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Retently to Salesmap

1

Create Lead

Creates a lead in Salesmap.
2

Create or Update People

Creates or updates a person in Salesmap.
3

Create Organization

Creates an organization in Salesmap.
4

Create People

Creates a person in Salesmap.

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