Integrate Spotler CRM with Retently

Sync customer profiles and contact information between Spotler CRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as account updates or opportunity closures, and utilize survey feedback to enhance customer relationship strategies.

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About Spotler CRM

Spotler CRM is a customer relationship management tool that helps manage accounts, contacts, opportunities, and tasks. It allows users to create and update activities and manage dropdown lists.

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Spotler CRM to Retently

1

New/Updated Account

Triggers on a new or updated account.
2

New Contact

Triggers when a new contact is created.
3

New Task

Triggers on a new task.
4

New Activity

Triggers on a new activity.
5

New/Updated Opportunity

Triggers on a new or updated opportunity.
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Retently to Spotler CRM

1

Create Activity

Creates an activity.
2

Create Opportunity

Creates an opportunity with line items.
3

Update Dropdown List

Appends Dropdown list items.
4

Find Contact

Finds a contact within your CRM.
5

Create Contact if not exists

Creates a new contact if it does not exist.
6

Create Account

Creates an account.
7

Create Contact

Creates a contact.
8

Create Task

Creates a task.
9

Find Account

Finds an account within your CRM.
10

Create Account if not exists

Creates an account if it does not exist.

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