Integrate Samdock with Retently

Sync customer profiles between Samdock and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant customer interactions managed in Samdock, such as closing a deal or resolving a support ticket, and use feedback scores to enhance customer relationship strategies.

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About Samdock

Samdock is a CRM system designed for small businesses that helps manage customer relationships and streamline workflows.

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Samdock to Retently

1

Deal Status Changed

Triggers when the status of a deal gets changed.
2

New Organization

Triggers when a new organization is created.
3

New Request

Triggers when a new request is created.
4

New Lead / Deal

Triggers when a new lead or a new deal is created.
5

New Person

Triggers when a new person is created.
6

New Task

Triggers when a new task is created.
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Retently to Samdock

1

Create Deal

Creates a 'Deal' in Samdock.
2

Create Mail Activity for Incoming Email

Creates activity for specified persons which will look like incoming email in Samdock.
3

Create Organization

Creates an 'Organization' in Samdock.
4

Create Contact

Creates a new person, new organization or both linked together.
5

Create Task

Creates a 'Task' in Samdock.
6

Create Lead

Creates a 'Lead' in Samdock.
7

Create Mail Activity for Outgoing Email

Creates activity for specified persons which will look like outgoing email in Samdock.
8

Create Person

Creates a 'Person' in Samdock.
9

Create Request

Creates a 'Request' in Samdock.
10

Update Person

Updates a person.

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