Integrate Simpro with Retently

Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer profiles and project details with Retently, and use feedback scores to enhance project management and customer service strategies.

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RetentlySimpro logo

About Simpro

Simpro is a project management tool that enables users to create and manage customers, jobs, quotes, and schedules. It supports the creation and updating of various aspects of projects and customer relationships.

Simpro logoRetently

Simpro to Retently

1

New Company Customer

Triggers when a company customer is created.
2

New Individual Customer

Triggers when an individual customer is created.
3

New Job

Triggers when a job is created.
4

New Quote

Triggers when a quote is created.
5

New Schedule

Triggers when a job, lead, quote, or activity schedule is created.
6

New Site

Triggers when a site is created.
7

Company Customer Updated

Triggers when a company customer is updated.
8

Individual Customer Updated

Triggers when an individual customer is updated.
9

Job Updated

Triggers when a job is updated.
10

Quote Updated

Triggers when a quote is updated.
11

Schedule Updated

Triggers when a job, lead, quote, or activity schedule is updated.
12

Site Updated

Triggers when a site is updated.
RetentlySimpro logo

Retently to Simpro

1

Create Company Customer

Creates a new company customer.
2

Create Individual Customer

Creates a new individual customer.
3

Create Service Quote

Creates a new service quote.
4

Create Site

Creates a new site.
5

Find Quote

Finds a quote by criteria.
6

Find Site

Finds a site by criteria.
7

Find Individual Customer

Finds individual customer by criteria.
8

Find or Create Contact

Finds or creates a contact.
9

Find or Create Company Customer

Finds or creates a company customer.
10

Create Contact

Creates a new contact.
11

Create Service Job

Creates a new service job.
12

Create Schedule Block(s)

Creates a new schedule.
13

Find Contact

Finds contact by criteria.
14

Find Schedule

Finds schedule by criteria.
15

Find Company Customer

Finds company customer by criteria.
16

Find Job

Finds job by criteria.
17

Find or Create Site

Finds or creates a site.
18

Find or Create Individual Customer

Finds or creates an individual customer.

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