Integrate Wingmate with Retently
Trigger NPS/CSAT surveys after new lead creation or updates, sync customer contact information between Wingmate and Retently, and use survey responses to enhance lead management strategies.
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About Wingmate
Wingmate is a platform for managing leads and contacts, allowing users to create, update, and delete actions, comments, reminders, contacts, and leads. It provides triggers for various lead and contact events such as creation and deletion.
Wingmate to Retently
Comment Deleted
Triggers when a comment is deletedLead Deleted
Triggers when a lead is deleted. A hidden lead can be restored later.Action Created
Triggers when a new action request is createdContact Created
Triggers when a new contact is createdLead Link Created
Triggers when two leads are linked together.Reminder Created
Triggers when a new reminder request is created.Lead Restored
Triggers when a lead is restored from the trash.Comment Updated
Triggers when a comment is updated.Lead Updated
Triggers when a lead is updated.Contact Deleted
Triggers when a contact is deletedReminder Deleted
Triggers when a reminder is deletedComment Created
Triggers when a new comment is createdLead Created
Triggers when a new lead is createdPurchase Created
Triggers when a new purchase is created.Status Update Created
Triggers when a new status update is created.Action Updated
Triggers when an action is updated.Contact Updated
Triggers when a contact is updated.Reminder Updated
Triggers when a reminder is updated.Retently to Wingmate
Create an Action
Creates a new action request on an existing leadCreate a Contact
Creates a new contactCreate a Purchase
Creates a new purchase on a leadCreate a Reward
Creates a new reward on an existing leadUpdate a Comment
Updates the text field on an existing commentUpdate a Lead
Updates an existing leadLookup a Lead by Custom Fields
Loads a lead object that matches the specified search criteria.Lookup a Lead by ID
Loads a lead for a given lead ID.Create a Comment
Creates a new comment on an existing leadCreate a Lead
Creates a new leadCreate a Reminder
Creates a new reminder on an existing leadUpdate an Action
Updates an existing action requestUpdate a Contact
Updates an existing contactUpdate a Reminder
Updates an existing reminderLookup a Contact
Search for a Wingmate contact.
Alex Bitca
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