Integrate Solve CRM with Retently

Sync customer contact information and updates between Solve CRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as account updates or new contact creation, and use survey feedback to enhance customer relationship management strategies.

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About Solve CRM

A CRM tool that provides functionality to manage companies, contacts, and workgroups, enabling user account creation and tagging features.

Solve CRM logoRetently

Solve CRM to Retently

1

New Company

Triggers when you add a new company.
2

New Tagged Contact

Triggers when a specific tag is applied to a contact.
3

New User

Triggers when you add a new user account.
4

New Contact

Triggers when you add a new contact.
5

New Tagged Contact (Beta)

Triggers when a specific tag is applied to a contact.
6

New Workgroup

Triggers when a new workgroup is created.
RetentlySolve CRM logo

Retently to Solve CRM

1

Create Company

Creates a new company.
2

Create Contact

Creates a new contact.

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