Integrate Tracker with Retently
Trigger NPS/CSAT surveys after significant customer interactions like ticket resolution or lead conversion, sync customer profiles and contact information, and utilize feedback scores to enhance customer management strategies.
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About Tracker
Tracks activities, contacts, leads, clients, invoices, opportunities, resources, and tickets for management purposes. Allows users to create and update these entities.
Tracker to Retently
New Activity
Triggers when a new activity is added to Tracker.New Contact
Triggers when a new contact is added to Tracker.New Lead
Triggers when a new lead is added to Tracker.New Resource
Triggers when a new resource is added to Tracker.Updated Activity
Triggers when an existing activity is updated to Tracker.Updated Contact
Triggers when an existing contact is updated to Tracker.Updated Lead
Triggers when an existing lead is updated to Tracker.Updated Resource
Triggers when an existing resource is updated to Tracker.New Client
Triggers when a new client is added to Tracker.New Invoice
Triggers when a new invoice is added to Tracker.New Opportunity
Triggers when a new opportunity is added to Tracker.New Ticket
Triggers when a new ticket is added to Tracker.Updated Client
Triggers when an existing client is updated on Tracker.Updated Invoice
Triggers when an existing invoice is updated to Tracker.Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.Updated Ticket
Triggers when an existing ticket is updated to Tracker.Retently to Tracker
Create Activity
Creates a new task/activity.Create Contact
Creates a new contact.Create Lead
Creates a new lead.Create Opportunity
Creates a new opportunity.Create Ticket
Creates a new ticket.Find Contacts
Finds an existing contact.Create Client
Creates a new client.Create Invoice
Creates a new invoice.Create Note
Creates a new note.Create Resource
Creates a new resource.Find Clients
Finds an existing client.Find Resources
Finds an existing resource.
Alex Bitca
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