Integrate Sperse with Retently

Sync customer profiles between Sperse and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant customer interactions such as new subscriptions or invoice generation. Use survey responses to update customer profiles in Sperse, enhancing customer relationship management.

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About Sperse

Sperse is a CRM tool that allows the creation and management of leads, contacts, products, subscriptions, and invoices.

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Sperse to Retently

1

New Lead

Triggers when a new lead is created.
2

New Subscription

Triggers when a new subscription is created.
3

New Payment

Triggers when a new payment is created.
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Retently to Sperse

1

Add or Update Contact (Extended)

Adds or updates a contact (extended version).
2

Create Product

Creates a new product in the CRM.
3

Add or Update Subscription

Creates a new subscription.
4

Add or Update Contact

Creates a new contact.
5

Create Invoice

Creates a new invoice in the CRM.
6

Get Contact Details

Retrieves details of a specific contact.

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