Integrate Yardbook with Retently

Trigger NPS/CSAT surveys after job completions or customer interactions, sync customer profiles to ensure up-to-date feedback data, and use survey responses to enhance customer service and business operations.

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About Yardbook

Yardbook is a platform designed for managing business activities, including tracking jobs, leads, and customer interactions. It allows users to monitor progress and communicate with clients effectively.

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Yardbook to Retently

1

Job Completed

Triggers when a job or activity is set to completed.
2

New Business Profile Message

Triggers when a new business profile message is received.
3

Lead Created

Triggers when a new lead is created.
4

New Prospect

Triggers when a new prospect customer is created.
5

Estimate Approved

Triggers when an estimate has been approved.
6

New Customer

Triggers when a new customer (not prospect) is created.
7

New Survey Received

Triggers when a new survey response is received.
8

New Todo Item

Triggers when a new todo item is created.
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Retently to Yardbook

1

Create Lead

Creates a new lead and a prospect in Yardbook.

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