Integrate Salestrekker with Retently

Sync customer profiles between Salestrekker and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions like deal closures, and use feedback scores to improve customer service and engagement strategies.

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About Salestrekker

Salestrekker is a CRM software designed for finance professionals, facilitating deal management and document handling.

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Salestrekker to Retently

1

New Deal

Triggers when a new Deal is created.
2

New Document in Deal

Triggers when a new document is uploaded.
3

New Created Document

Triggers when a new document is created.
4

Deal Changes Status

Triggers when a Deal changes status.
5

Deal Changes Stage

Triggers when a Deal changes stage.
6

Task Completed

Triggers when a Task is completed.
7

Deal Due Date

Triggers when the deal changes due date.
8

New Requested Documents

Triggers when new documents are requested.
9

New Signed Document

Triggers when a new document is signed.
10

New Note

Triggers when a new Note is created.
11

New Task

Triggers when a new Task is created.
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Retently to Salestrekker

1

Create New Contact

Creates a Contact.
2

Create New Deal Note

Creates a new Note in Deal.
3

Create New Deal

Creates a new Deal.
4

Create New Task

Creates a Task.
5

Complete Task

Completes the Task in Deal.
6

Update Contact

Updates a Contact.
7

Update Deal

Updates the Deal.
8

Create New Note

Creates a Note.
9

Upload New Document

Uploads a new document.

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