Integrate SAM.ai with Retently

Integrate SAM.ai to trigger NPS/CSAT surveys after significant customer interactions such as closing a deal or updating account information, and sync customer profiles to ensure consistent data across platforms. Utilize survey responses to enhance customer relationship strategies and improve service offerings.

Start Free Trial
RetentlySAM.ai logo

About SAM.ai

SAM.ai provides functionality for managing customer relationships by enabling users to track accounts, leads, contacts, opportunities, notes, and categories effectively.

SAM.ai logoRetently

SAM.ai to Retently

1

Active Accounts

Triggers when new account(s) is added.
2

Active Contacts

Triggers when new contact(s) is added.
3

Active Notes

Triggers when new note(s) is added.
4

Active Tasks

Triggers when new task(s) is added.
5

Active Categories

Triggers when a new category(ies) is created.
6

Active Leads

Triggers when new lead(s) is added.
7

Active Opportunities

Triggers when new opportunity(s) is added.
RetentlySAM.ai logo

Retently to SAM.ai

1

Update Leads

Updates lead(s) in the system.
2

Action Contact

Creates a new contact(s) in the system.
3

Action Lead

Creates a new lead(s) in the system.
4

Update Opportunity

Updates opportunity(s) in the system.
5

Update Contacts

Updates contact(s) in the system.
6

Action Account

Creates a new account(s) in the system.
7

Customize Lead

Creates a Lead with Custom Fields.
8

Action Opportunity

Creates a new opportunity(s) in the system.

Related blog posts

Does Net Promoter Score Work for B2B Companies? You Bet It Does!

Some people argue that NPS® doesn’t work effectively for B2B companies....

Alex BitcaAlex BitcaAug 24, 20239 min read
NPS-for-B2B

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more

Start your free 7-day trial

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

CTA Image