Integrate SMMware with Retently

Trigger NPS/CSAT surveys after client interactions or events, sync customer profiles between SMMware and Retently to ensure accurate feedback collection, and use survey responses to improve client relationship management strategies.

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About SMMware

SMMware provides functionality for managing associates, contacts, organizations, clients, and events. It allows users to create and monitor these entities effectively.

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SMMware to Retently

1

New Associate

Triggers when a new associate is created.
2

New Contact

Triggers when a new contact is created.
3

New Organization

Triggers when a new organization is created.
4

New Client

Triggers when a new client is created.
5

New Event

Triggers when a new event is created.
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Retently to SMMware

1

Create Client

Creates a client.
2

Create Organization

Creates an organization.
3

Create Associate

Creates an associate.
4

Create Contact

Creates a contact.

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