Integrate Sunivo with Retently
Trigger NPS/CSAT surveys after appointment outcomes or lead status changes, sync lead and appointment data with Retently to maintain updated customer profiles, and utilize survey feedback to improve lead management and customer communication strategies.
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About Sunivo
Sunivo provides tools for managing leads and appointments, including features for lead status changes, appointment outcomes, and SMS communication. Users can create lead groups, upload leads, and track missed calls and sales submissions.
Sunivo to Retently
Lead Status Changed
Triggers when a lead status is changed.Appointment Outcome
Triggers when a new appointment outcome is reported.New Lead Group Created
Triggers when a new lead group is created.New Voicemail
Triggers when a new voicemail is received.SMS Message Received
Triggers when a new SMS message is received.Missed Call
Triggers when a call is missed.New Appointment Scheduled
Triggers when a new appointment is scheduled.New Lead Uploaded
Triggers when a new lead is uploaded.New Sale
Triggers when a new sale is submitted.Retently to Sunivo
Create Lead
Creates a new lead.Find Appointment
Finds an appointment for the given email and phone. Both inputs are optional.Find Lead Group
Finds a lead group. This action will return all the lead groups whose name contains the given name.Find or Create Lead Group
Finds a lead group. This action will return all the lead groups whose name contains the given name.Send SMS
Sends an SMS message.Find Lead
Finds a lead using email. This action will return all leads whose email contains the given input.Find Utility Company
Finds utility companies.
Alex Bitca
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