Integrate Satuit with Retently

Trigger NPS/CSAT surveys after significant sales activities or customer interactions, sync customer profiles and contact information between Satuit and Retently, and use survey responses to enhance customer relationship strategies.

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RetentlySatuit logo

About Satuit

Satuit provides tools for managing sales and customer relationships, including features for creating activities, contacts, documents, and opportunities.

Satuit logoRetently

Satuit to Retently

1

Activity Created

Triggers when a new activity is created.
2

Contact Created

Triggers when a new contact is created.
3

Document Created

Triggers when a new document is created.
4

Opportunity Created

Triggers when a new opportunity is created.
5

Business Created

Triggers when a new business is created.
6

Dealflow Created

Triggers when a new dealflow is created.
7

MassMail Created

Triggers when a new mass mail is created.
RetentlySatuit logo

Retently to Satuit

1

Create Business

Creates a new business.
2

Create Dealflow

Creates a new dealflow.
3

Create Massmail

Creates a new massmail.
4

Find a Contact by Email

Search for contact using an email address.
5

Create Activity

Creates a new activity.
6

Create Contact

Creates a new contact.
7

Create Document

Creates a new document.
8

Create Opportunity

Creates a new opportunity.

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