Integrate Upcall with Retently

Trigger NPS/CSAT surveys after call campaigns, sync updated contact information and call outcomes with Retently, and use survey responses to enhance customer communication strategies.

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About Upcall

Upcall is a communication platform that allows users to manage calls and contacts within a campaign. It enables users to track and update contact information, and monitor call-related activities.

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Upcall to Retently

1

New Calls

Triggers when a new call has been made.
2

New Results

Triggers when new answers are collected during a call, such as appointment date, survey questions, and lead details.
3

New Contacts Created

Triggers when a new contact is added to your Upcall campaign.
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Retently to Upcall

1

Update Contact

Updates an existing contact, allowing modifications to fields like name and email or status changes.
2

Find or Create Contact

Finds an existing contact or creates a new one if it does not exist.
3

Add Contact

Adds a contact to a campaign and initiates a call.
4

Find Contact

Finds a specific contact by name, email address, or phone number.

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