Integrate SmartTouch NexGen CRM with Retently

Sync customer profiles between SmartTouch NexGen CRM and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys based on lifecycle changes or significant interactions, and use survey responses to update customer profiles and inform sales and support strategies.

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About SmartTouch NexGen CRM

SmartTouch NexGen CRM is a customer relationship management system that helps users manage contacts and leads effectively while tracking lifecycle changes.

SmartTouch NexGen CRM logoRetently

SmartTouch NexGen CRM to Retently

1

New Contact

Triggers when a new Contact entity is created.
2

Life Cycle Updated to Contract

Triggers when lifecycle is updated to contract.
3

Contact Updated

Triggers when an existing Contact entity is updated.
4

New Tour

Triggers when a new Tour entity is created.
RetentlySmartTouch NexGen CRM logo

Retently to SmartTouch NexGen CRM

1

Create Lead

Creates or updates a contact in the SmartTouch CRM system.

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