Integrate Xamtac CRM with Retently

Sync customer profiles between Xamtac CRM and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys based on lead status changes or updates to gather timely feedback. Use survey responses to inform CRM strategies and improve customer engagement.

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About Xamtac CRM

Xamtac CRM allows users to manage leads and CRM entries. It provides functionalities to update existing leads, create new entries, and track lead status changes.

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Xamtac CRM to Retently

1

Lead Update

Triggers when a lead gets updated.
2

Status Update

Triggers when a status gets updated.
3

New Lead

Triggers when a new lead gets created.
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Retently to Xamtac CRM

1

Update CRM Entry

Updates a pre-existing lead.
2

Create CRM Entry

Sends your leads to the Xamtac CRM.

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