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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.

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SugarCRM to Retently NPS

1

New Case

Send an NPS survey or add contact in Retently when you add a new case.
2

New Field

Send an NPS survey or add contact in Retently when you add a new field to a module.
3

New Contact

Send an NPS survey or add contact in Retently when you add a new contact.
4

New User

Send an NPS survey or add contact in Retently when you add a new user.
5

New Lead

Send an NPS survey or add contact in Retently when you add a new lead.
6

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).
7

New Opportunity

Send an NPS survey or add contact in Retently when you add a new opportunity.
8

New Module

Send an NPS survey or add contact in Retently when you add a new module.
9

New Task

Send an NPS survey or add contact in Retently when you add a new task.
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Retently NPS to SugarCRM

1

Create Case

Create a new case when an NPS score is received.
2

Create Task

Create a new task when an NPS score is received.
3

Create Lead

Create a new lead when an NPS score is received.
4

Create Contact

Create a new contact when an NPS score is received.
5

Create User

Create a new user when an NPS score is received.
6

Create Entry (Other Module)

Create a new record/entry for a module when an NPS score is received.
7

Create Opportunity

Create a new opportunity when an NPS score is received.

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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