Integrate Virtuous CRM with Retently
Trigger NPS/CSAT surveys after significant customer interactions or donations, sync customer profiles and interaction history with Retently, and use survey responses to enhance customer engagement strategies.
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About Virtuous CRM
Virtuous CRM provides tools for managing customer relationships, tracking interactions, and automating tasks associated with fundraising efforts.
Virtuous CRM to Retently
New or Updated Contact
Triggers when a contact is created and/or updated.New Form Submission
Triggers on a new form submission.New or Updated Contact Note
Triggers when a contact note is created and/or updated.New or Updated Gift
Triggers when a gift is created and/or updated.
Retently to Virtuous CRM
Create Contact Note
Creates a contact note.Create Task
Creates a task.Create Gift
Creates a gift.Find a Contact
Finds a contact by email or reference source and identifier.Create Contact Tag
Creates a Tag for Contact.Create Contact
Creates a contact.Update Contact
Updates a contact.Find Contact
Find a contact by email or reference. Optionally, create one if none are found.Related blog posts
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