Integrate WORKetc CRM with Retently

Sync customer contact information and updates between WORKetc CRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or support ticket resolution, and utilize feedback scores to enhance customer relationship strategies.

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About WORKetc CRM

WORKetc CRM is a customer relationship management tool that helps businesses manage leads, contacts, and companies. It allows for the creation, updating, and searching of company and person contacts.

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WORKetc CRM to Retently

1

New Lead Created

Triggers when a lead is created.
2

New Person Created

Triggers when a new person contact is created.
3

Updated Person

Triggers when a person contact is updated.
4

New Company Created

Triggers when a new company contact is created.
5

Updated Company

Triggers when a company contact is updated.
6

Updated Lead

Triggers when the status or stage of a lead is updated.
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Retently to WORKetc CRM

1

Create Company

Creates a new company contact.
2

Create Person

Creates a new person contact.
3

Update Lead

Updates an existing sales lead.
4

Find Employee Contact

Searches for an employee contact.
5

Find Lead

Finds a specific sales lead based on the lead ID, owner, or client.
6

Create Lead

Creates a new sales lead.
7

Update Company

Updates an existing company contact.
8

Update Person

Updates an existing person contact.
9

Find Person or Company Contact

Searches for a person or company contact.

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