Integrate Winoffice Prime with Retently

Trigger NPS/CSAT surveys after sales opportunities are closed or service orders are completed, sync customer profiles and contact information between Winoffice Prime and Retently, and use survey feedback to enhance customer relationship strategies.

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RetentlyWinoffice Prime logo

About Winoffice Prime

Winoffice Prime is a CRM solution that helps manage customer relationships and appointments. It provides features for handling sales opportunities, service orders, and campaign targets.

Winoffice Prime logoRetently

Winoffice Prime to Retently

1

Get Appointment

Triggers when a new appointment is created
2

Get Sales Offer

Triggers when a new sales offer is created
3

Get Updated Appointment

Triggers when appointment is updated
4

Get Opportunity

Triggers when a new sales opportunity is created
5

Get Service Order

Triggers when a new service order is created
6

Get Service Order With Changed Status

Triggers when a new service order status is changed
RetentlyWinoffice Prime logo

Retently to Winoffice Prime

1

Create Address

Creates new address
2

Create Campaign Target

Creates new campaign target.
3

Create Phone Call

Creates new phone call.
4

Update Campaign Target Status

Updates campaign target status.
5

Create Appointment

Creates new appointment
6

Create Opportunity

Creates new opportunity.
7

Create Task

Creates new task.

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