Integrate Simply Stakeholders with Retently

Sync stakeholder contact information with Retently to ensure accurate customer profiles, trigger NPS/CSAT surveys after significant stakeholder interactions, and use feedback to improve stakeholder management strategies.

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About Simply Stakeholders

Simply Stakeholders allows users to manage contact groups and stakeholders effectively, enabling the creation and organization of contacts, interactions, and tasks within a streamlined interface.

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Simply Stakeholders to Retently

1

New Contact Group

Triggers when a new contact group is added.
2

New Stakeholder

Triggers when a new stakeholder is added.
3

New Interaction

Triggers when a new interaction is added.
4

New Task

Triggers when a new task is added.
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Retently to Simply Stakeholders

1

Add Stakeholder to Contact Group

Adds a stakeholder to a contact group.
2

Create Interaction

Creates a new interaction.
3

Create Task

Creates a new task.
4

Find Interaction

Finds an existing interaction by keyword.
5

Find Task

Finds an existing task by keyword.
6

Find or Create Stakeholder

Finds an existing stakeholder by name.
7

Inactivate a Stakeholder

Marks a stakeholder as inactive.
8

Create Individual Stakeholder

Creates a new individual stakeholder.
9

Unsubscribe a Stakeholder

Marks a stakeholder as unsubscribed.
10

Find Stakeholder

Finds an existing stakeholder by name.
11

Find or Create Interaction

Finds an existing interaction by keyword.
12

Find or Create Task

Finds an existing task by keyword.

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