Integrate Surefire with Retently

Trigger NPS/CSAT surveys after customer appointments or sales interactions, sync customer profiles between Surefire and Retently to ensure up-to-date information, and utilize survey feedback to enhance customer interaction strategies.

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About Surefire

Surefire is an application that allows users to create and manage customers, posts, appointments, and sales leads. It facilitates efficient handling of customer entries and interactions.

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Surefire to Retently

1

New Customer

Triggers when a new customer is created.
2

New Post

Triggers when a new post is created.
3

New Appointment

Triggers when a new appointment is created.
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Retently to Surefire

1

Create Minimal Customer

Creates a normal customer entry, but requires less validated fields.
2

Create Appointment

Creates an appointment.
3

Create Sales Lead

Creates a new sales lead.

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