Integrate Simple CRM with Retently

Trigger NPS/CSAT surveys after support ticket resolutions or business opportunity updates, sync customer profiles and interaction history with Retently, and utilize survey feedback to enhance customer relationship strategies.

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About Simple CRM

Monitors and manages customer relationships by creating, linking, and tracking interactions between contacts and companies, as well as handling support tickets and business opportunities.

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Simple CRM to Retently

1

New Company

Triggers when a new company is created.
2

New Linked Contact and Company

Triggers when a link between a contact and a company is created.
3

New Business Opportunity

Triggers when a new interaction of type 'Sales' is created.
4

New Support Ticket

Triggers when a new interaction of type 'Support' is created.
5

New Contact

Triggers when a new contact is created.
6

New Interaction

Triggers when a new interaction is created.
7

New Project

Triggers when a new project is created.
RetentlySimple CRM logo

Retently to Simple CRM

1

Create Contact/Company Link

Creates a link between a contact and a company.
2

Create Project

Creates a project.
3

Create Contact

Creates a contact.
4

Create Interaction

Creates an interaction.
5

Create Company

Creates a company.

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