Integrate Serviceform with Retently

Trigger NPS/CSAT surveys after lead creation or event completion, sync customer profiles and lead data with Retently, and use survey responses to improve lead management strategies.

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About Serviceform

Serviceform allows users to manage leads and events through Flex, enabling the creation and tracking of leads and associated events.

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Serviceform to Retently

1

New Flex Event

Triggers when a new Flex event is created.
2

New Lead

Triggers when a new lead is submitted on the chatbot.
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Retently to Serviceform

1

Create New Lead on Flex

Creates a new lead in the Flex space.

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