Integrate TeamGram with Retently
Integrate to trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or opportunity closure, sync customer profiles to ensure up-to-date contact information and preferences, and utilize feedback scores to enhance customer relationship strategies and improve service offerings.
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About TeamGram
TeamGram is a platform for managing customer relationships, offering features for handling companies, contacts, leads, and opportunities. It enables the creation and updating of related data.
TeamGram to Retently
Company Created
Triggers when a company is created.Contact Created
Triggers when a contact is created.Lead Created
Triggers when a lead is created.New Lead
Triggers when a new lead is created.Opportunity Won
Triggers when an opportunity is won.Company Updated
Triggers when a company is updated.Contact Updated
Triggers when a contact is updated.Lead Updated
Triggers when a lead is updated.Opportunity Closed
Triggers when an opportunity is closed.Quote Accepted
Triggers when a quote is accepted.Retently to TeamGram
Get Lead Sequences
Used for getting sequences for your leads.Add Note to Lead
Adds a note to a lead.Create Company
Creates a new company.Create Lead
Creates a new lead.Create Product
Creates a new product.Find Lead
Finds existing (non converted) leads.Find or Create Customer
Finds or creates a customer.Find or Create Product
Finds or creates a product.Get Regions
Used for getting regions.Create Custom Document
Creates a new document in a custom application.Create Contact
Creates a new contact.Create Order
Creates a new order.Find Customer
Finds an existing customer which can be a contact or a company.Find Product
Finds an existing product in your database.Find or Create Lead
Finds existing (non converted) leads.
Alex Bitca
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