Integrate Workbooks CRM with Retently

Trigger NPS/CSAT surveys after significant sales or support interactions, sync customer profiles and contact information between Workbooks CRM and Retently, and use survey feedback to enhance customer relationship strategies.

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About Workbooks CRM

Workbooks CRM provides tools for managing customer relationships, tracking sales and marketing activities, and organizing business processes.

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Workbooks CRM to Retently

1

New Case

Triggers when a new case is created.
2

New Person

Triggers when a new person is created.
3

Posted Credit Note

Triggers when a credit note is posted.
4

New Organisation

Triggers when a new organisation is created.
5

New Sales Lead

Triggers when a new sales lead is created.
6

Posted Invoice

Triggers when an invoice is complete and its status is posted.
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Retently to Workbooks CRM

1

Perform Dynamic Lookup

Looks up values using a Dynamic Lookup Item.
2

Create Marketing Campaign Member Status

Adds a new member status to a Marketing Campaign.
3

Create Marketing Campaign

Creates a new Marketing Campaign.
4

Create Customer Order and Line Items

Creates a new Customer Order and Line Items.
5

Create Person

Creates a new Person.
6

Create Task

Creates a new task.
7

Update Customer Order

Updates a customer order which has previously been found with a Find Customer Order step.
8

Update Person

Updates an existing Person.
9

Find a Marketing Campaign

Finds a marketing campaign.
10

Find a Marketing Campaign Member Status

Finds a marketing campaign member status.
11

Find an Organisation

Finds an organisation.
12

Find a Sales Lead

Finds a sales lead.
13

Find or Create a Marketing Campaign Member

Finds or creates a Marketing Campaign Member.
14

Find or Create an Order

Finds or creates an Order.
15

Find or Create a Person

Finds or creates a Person.
16

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.
17

Create Case

Creates a new case.
18

Create Customer Order

Creates a new Customer Order.
19

Create Organisation

Creates a new organisation.
20

Create Sales Lead

Creates a new sales lead.
21

Update Marketing Campaign Member

Updates an existing member of a Marketing Campaign.
22

Update Organisation

Updates an existing Organisation.
23

Update Sales Lead

Updates an existing Sales Lead.
24

Find a Marketing Campaign Member

Finds a marketing campaign member.
25

Find a Customer Order

Finds a customer order.
26

Find a Person

Finds a person.
27

Find or Create a Marketing Campaign

Finds or creates a Marketing Campaign.
28

Find or Create a Marketing Campaign Member Status

Finds or creates a Marketing Campaign Member Status.
29

Find or Create an Organisation

Finds or creates an Organisation.
30

Find or Create a Sales Lead

Finds or creates a Sales Lead.

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