Integrate Simbla with Retently

Trigger NPS/CSAT surveys when a new task or lead is created or updated, sync customer profiles between Simbla and Retently to maintain up-to-date contact information, and use survey responses to enhance customer engagement strategies.

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About Simbla

Simbla provides functionalities to create, update, and find objects such as tasks, accounts, or leads within its platform. It allows for automated triggers related to object creation and updates.

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Simbla to Retently

1

Object Updated

Triggers when a new object is updated in Simbla, allowing for updates in external systems.
2

Object Created

Triggers when a new object is created in Simbla, facilitating the creation of corresponding entries in other systems.
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Retently to Simbla

1

Create Object

Creates an object, such as a task, account, or lead, within the Simbla platform.
2

Find or Create Object

Searches for an object and updates it if found, or creates a new object within the Simbla platform.
3

Find and Update Object

Searches for an object and updates it if found within the Simbla platform.

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