Integrate Upsales with Retently

Trigger NPS/CSAT surveys after significant sales interactions or opportunity updates, sync customer profiles and sales data to enhance customer experience management, and utilize feedback scores to refine sales strategies and customer engagement.

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About Upsales

Upsales is a platform that helps businesses manage sales activities, track opportunities, and connect with customers through various integrations.

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Upsales to Retently

1

New Activity

Triggers when an activity is created.
2

New Company

Triggers when a company is created.
3

New Opportunity

Triggers when an opportunity is created.
4

New Segment

Triggers when a segment is created.
5

New Appointment

Triggers when an appointment is created.
6

New Contact

Triggers when a contact is added to a segment.
7

New Order

Triggers when an order is created.
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Retently to Upsales

1

Create Company

Creates a new company on Upsales.
2

New Form Submit

Submits data into a selected Upsales form.
3

Update Company

Updates a company on Upsales.
4

Find a Company

Search for a company on Upsales.
5

Find or Create a Company

Search for the company on Upsales; if not found, create it.
6

Create Appointment

Creates a new appointment on Upsales.
7

Create Contact

Creates a new contact on Upsales.
8

Update Appointment

Updates an appointment on Upsales.
9

Update Contact

Updates a contact on Upsales.
10

Find a Contact

Search for a contact on Upsales.

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