Integrate Shaker with Retently

Trigger NPS/CSAT surveys after a deal is closed or a new contact is added, sync customer profiles between Shaker and Retently to ensure consistent customer data, and use survey feedback to enhance deal management strategies.

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About Shaker

Shaker is a platform that enables users to manage contacts, deals, and team members. It provides functionalities for creating and finding deals, contacts, and stages, with triggers for events such as new entries.

Shaker logoRetently

Shaker to Retently

1

New Contact

Triggers when a new contact is created.
2

New Deal Type

Triggers when a new deal type is created.
3

New Team Member

Triggers when a new team member is created.
4

New Deal

Triggers when a new deal is created.
5

New Stage

Triggers when a new stage is created.
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Retently to Shaker

1

Create Deal

Creates a new deal.
2

Find a Deal Type

Finds a deal type by name.
3

Find Team Member

Finds a team member by email.
4

Create Contact

Creates a new contact.
5

Find Contact

Finds a contact.
6

Find Stage

Finds a stage by name.
7

Find or Create Contact

Finds or creates a contact.

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