Integrate The Customer Factor with Retently

Trigger NPS/CSAT surveys after appointments or invoice completions, sync customer contact details and interaction history with Retently, and use feedback scores to improve customer service processes.

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RetentlyThe Customer Factor logo

About The Customer Factor

The Customer Factor is a software for managing contacts, appointments, and invoices, providing tools to streamline customer interactions and improve organizational efficiency.

The Customer Factor logoRetently

The Customer Factor to Retently

1

Estimate Accepted

Triggered when an estimate is accepted in The Customer Factor.
2

Job Completed

Triggers when a job is marked as completed in The Customer Factor.
3

New Estimate

Triggered when a new estimate is scheduled in The Customer Factor.
4

New Job

Triggered when a new job is scheduled in The Customer Factor.
5

New Prospect

Triggers when a new prospect is added in The Customer Factor.
6

Recurring Job Canceled

Triggered when a recurring job is canceled in The Customer Factor.
7

Estimate Emailed

Triggered when an estimate is emailed in The Customer Factor.
8

New Customer

Triggers when a new customer is added to The Customer Factor.
9

New Invoice

Triggers when a new invoice is created in The Customer Factor.
10

New Payment

Triggers when an invoice is paid in The Customer Factor.
11

New Recurring Job

Triggered when a new recurring job is scheduled in The Customer Factor.
RetentlyThe Customer Factor logo

Retently to The Customer Factor

1

Create Estimate

Creates an estimate in The Customer Factor.
2

Create Payment

Marks an invoice as paid in The Customer Factor.
3

Create Customer

Creates a customer in The Customer Factor.
4

Create Job or Invoice

Creates a job with or without an invoice in The Customer Factor.
5

Create Prospect

Creates a prospect in The Customer Factor.

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