Integrate TradePortal with Retently

Sync customer profiles between TradePortal and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions like deal closures, and use survey feedback to enhance customer relationship strategies.

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About TradePortal

TradePortal facilitates the management of customers and deals, allowing for the creation and tracking of leads and recurring deals within a customer relationship management context.

TradePortal logoRetently

TradePortal to Retently

1

Customer Created

Triggers when a new customer is created.
2

Recurring Deal Created

Triggers when a new Recurring Deal is created.
3

Deal Stage Changed

Triggers when a Deal Stage is changed.
4

Recurring Deal Triggered

Triggers when a recurring deal is triggered.
RetentlyTradePortal logo

Retently to TradePortal

1

Add New Lead

Creates a new lead, resulting in a new customer and deal.
2

Create Customer

Creates a new customer.

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