Integrate webCRM with Retently

Sync customer profiles and contact information between webCRM and Retently, trigger NPS/CSAT surveys after significant sales interactions or deal closures, and use feedback scores to enhance sales strategies and customer relationship management.

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About webCRM

webCRM offers tools for sales teams to manage workflows and maintain oversight of activities, documents, and opportunities.

webCRM logoRetently

webCRM to Retently

1

Activity

Triggers when an activity is created or updated.
2

Document

Triggers when a document is created or updated.
3

Opportunity

Triggers when an opportunity is created or updated.
4

Person (B2C)

Triggers when a person is created or updated in B2C version.
5

Product

Triggers when a product is created or updated.
6

Delivery

Triggers when a delivery is created or updated.
7

Meeting

Triggers when a meeting is created, updated, or cancelled.
8

Organisation

Triggers when an organisation is created or updated.
9

Person

Triggers when a person is created or updated.
10

Support Case

Triggers when a support case is created or updated.
RetentlywebCRM logo

Retently to webCRM

1

Create Activity

Creates or updates an activity.
2

Create Document

Creates or updates a document.
3

Create Opportunity

Creates or updates an opportunity.
4

Create Person (B2C)

Creates or updates a person (B2C).
5

Create Product

Creates or updates a product.
6

Find Delivery

Finds a delivery.
7

Find Organisation

Finds an organisation.
8

Find Person

Finds a person.
9

Create Delivery

Creates or updates a delivery.
10

Create Meeting

Creates a meeting.
11

Create Organisation

Creates or updates an organisation.
12

Create Person

Creates or updates a person.
13

Create Support Case

Creates or updates a support case.
14

Find Document

Finds a document.
15

Find Person (B2C)

Finds a person (B2C).
16

Find User

Finds a user.

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