Integrate Touchlead with Retently

Trigger NPS/CSAT surveys when a lead is converted to a customer, sync lead information with Retently to maintain updated customer profiles, and use survey responses to refine lead management strategies.

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About Touchlead

Touchlead is a tool for managing leads and form submissions. It allows users to create, update, and search for leads based on various criteria.

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Touchlead to Retently

1

Form Submitted

Triggers when a new form is submitted.
2

Lead Updated

Triggers when a new lead is updated.
3

Lead Created

Triggers when a new lead is created.
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Retently to Touchlead

1

Create Lead

Creates a new lead.
2

Update Lead

Updates an existing lead.
3

Find Lead

Searches for a lead by various criteria.

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