Integrate SharpSpring with Retently

Trigger NPS/CSAT surveys after key customer interactions such as lead capture or email engagement, sync customer profiles and engagement data to enhance customer experience management, and use survey feedback to refine marketing strategies.

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About SharpSpring

SharpSpring provides marketing automation tools for agencies, including lead capture, email automation, and customer relationship management.

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SharpSpring to Retently

1

New Account

Triggers when a new Account is created in SharpSpring.
2

New Form Fillout Event

Triggers when a lead fills out a form in SharpSpring.
3

New Opportunity

Triggers when a new Opportunity is created in SharpSpring.
4

New Email Open Event

Triggers when a lead opens an email in SharpSpring.
5

New Lead

Triggers when a lead is created in SharpSpring.
6

New Page Visit Event

Triggers when a lead visits a new page in SharpSpring.
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Retently to SharpSpring

1

Create Account

Creates an Account in SharpSpring.
2

Create Lead

Creates a Lead in SharpSpring or updates by email address.
3

Create Campaign

Creates a new Campaign in SharpSpring.
4

Create Opportunity

Creates or updates an Opportunity in SharpSpring.

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

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