Integrate SugarCRM with Retently

Sync customer profiles and contact details between SugarCRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as sales or support resolutions, and utilize feedback scores to enhance customer relationship management strategies.

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About SugarCRM

SugarCRM is an online CRM platform used for managing sales, marketing, and customer support. It allows users to create, update, find, and manage records in various modules such as Leads, Contacts, and Tasks.

SugarCRM logoRetently

SugarCRM to Retently

1

New Record

Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.)
2

Updated Record

Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.)
RetentlySugarCRM logo

Retently to SugarCRM

1

Create Record

Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.)
2

Find Record

Finds an existing record in any module you specify (Leads, Contacts, Tasks, etc.)
3

Update Record

Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.)
4

Find or Create Record

Finds a record or creates one if it does not exist.

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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.

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