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.

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Virtuous CRM to Retently

1

New or Updated Contact

Triggers when a contact is created and/or updated.
2

New Form Submission

Triggers on a new form submission.
3

New or Updated Contact Note

Triggers when a contact note is created and/or updated.
4

New or Updated Gift

Triggers when a gift is created and/or updated.
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Retently to Virtuous CRM

1

Create Contact Note

Creates a contact note.
2

Create Task

Creates a task.
3

Create Gift

Creates a gift.
4

Find a Contact

Finds a contact by email or reference source and identifier.
5

Create Contact Tag

Creates a Tag for Contact.
6

Create Contact

Creates a contact.
7

Update Contact

Updates a contact.
8

Find Contact

Find a contact by email or reference. Optionally, create one if none are found.

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