Integrate SugarCRM with Retently NPS using Zapier
Sync NPS scores with SugarCRM and trigger NPS surveys from SugarCRM with Retently NPS. With Retently NPS & SugarCRM Integration, you can: send an NPS survey or add contact in Retently when you add a new case or create a new case when an NPS score is received.
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About SugarCRM
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
SugarCRM to Retently NPS
New Case
Send an NPS survey or add contact in Retently when you add a new case.New Field
Send an NPS survey or add contact in Retently when you add a new field to a module.New Contact
Send an NPS survey or add contact in Retently when you add a new contact.New User
Send an NPS survey or add contact in Retently when you add a new user.New Lead
Send an NPS survey or add contact in Retently when you add a new lead.New Entry (Other Module)
Send an NPS survey or add contact in Retently when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected).New Opportunity
Send an NPS survey or add contact in Retently when you add a new opportunity.New Module
Send an NPS survey or add contact in Retently when you add a new module.New Task
Send an NPS survey or add contact in Retently when you add a new task.
Retently NPS to SugarCRM
Create Case
Create a new case when an NPS score is received.Create Task
Create a new task when an NPS score is received.Create Lead
Create a new lead when an NPS score is received.Create Contact
Create a new contact when an NPS score is received.Create User
Create a new user when an NPS score is received.Create Entry (Other Module)
Create a new record/entry for a module when an NPS score is received.Create Opportunity
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Use API to create custom integrations
The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.
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Fetch your customers from Retently
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Get the NPS, CSAT, CES scores
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Receive the latest customer feedback
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Create and update customers in Retently
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Unsubscribe customers in Retently
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Send transactional surveys
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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
