Integrate TeamWave with Retently

Trigger NPS/CSAT surveys after project completion or deal closure to gather customer feedback, sync customer profiles and project data for better customer insights, and use feedback scores to improve project management and client communication strategies.

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About TeamWave

TeamWave is a collaborative platform that allows users to manage projects, deals, and tasks, facilitating better team coordination and communication.

TeamWave logoRetently

TeamWave to Retently

1

New Person

Triggers when a new person is created.
2

New Deal

Triggers when a new deal is created.
3

New Event

Triggers when a new event is created.
4

New Project

Triggers when a new project is created.
5

New Task List

Triggers when a new task list is added.
6

Deal Matching Filter

Triggers when a deal is moved to the selected stage.
7

Updated Deal

Triggers when a deal is updated.
8

New Organization

Triggers when a new organization is created.
9

New Activity

Triggers when a new activity is created.
10

New Milestone

Triggers when a milestone is added.
11

New Task

Triggers when a new task is added.
12

New Timelog

Triggers when a new timelog is made.
13

Updated Person

Triggers when an existing person is updated.
14

Updated Organization

Triggers when an existing organization is updated.
RetentlyTeamWave logo

Retently to TeamWave

1

Add Follower

Adds a follower to a deal.
2

Create Activity

Creates a new activity.
3

Create Event

Creates a new event.
4

Create Project

Creates a new project.
5

Create Task List

Creates a new task list.
6

Create Project From Template

Creates a project from available templates.
7

Update Deal

Updates an existing deal.
8

Find Person

Finds an existing person.
9

Find Organization

Finds an organization.
10

Find or Create Person

Finds or creates a person.
11

Find or Create Organization

Finds or creates an organization.
12

Create Person

Creates a new person.
13

Create Deal

Creates a new deal.
14

Create Milestone

Creates a new milestone.
15

Create Task

Creates a new task.
16

Create Organization

Creates a new organization.
17

Update Person

Updates an existing person.
18

Update Organization

Updates an existing organization.
19

Find Deal

Finds an existing deal, optionally creates one if none are found.
20

Find User

Finds a user by email.
21

Find or Create Deal

Finds or creates a deal.

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