Integrate Yobi with Retently

Trigger NPS/CSAT surveys after customer calls or social media interactions, sync customer communication history with Retently to enrich customer profiles, and use feedback scores to improve communication strategies.

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About Yobi

Yobi allows users to make calls, send SMS messages, and respond to social media messages within a single application.

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Yobi to Retently

1

Missed Calls

Triggers when there is a missed call on your Yobi account.
2

Yobi New Contact Created

Triggers when a new contact is created on Yobi.
3

Incoming Message Received

Triggers when an incoming message is received.
4

Yobi New Task Created

Triggers when a new task is created in Yobi.
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Retently to Yobi

1

Incoming Calls

Gets the next incoming calls from Yobi.
2

Retrieve Created Pipeline

Retrieves all the created pipelines on Yobi.
3

Retrieve Updated Pipeline

Retrieves all the updated pipelines on Yobi.
4

Associate Contact

Associates a Yobi contact with a company.
5

Create Company

Creates a company on your Yobi account.
6

Create Deal

Creates a deal on your Yobi account.
7

Inline Note

Creates an inline note on Yobi.
8

Retrieve Stages

Retrieves all the CRM stages created.
9

Send SMS

Sends an SMS from Yobi.
10

Update Pipeline

Updates the pipeline on your Yobi account.
11

Retrieve Created Deal

Retrieves all the created deals on Yobi.
12

Retrieve Updated Deal

Retrieves all the updated deals on Yobi.
13

Retrieve Updated Task

Retrieves all the updated tasks on Yobi.
14

Check Outbound Calls

Checks if the channel has at least one outbound interaction.
15

Create Contact

Creates a contact on your Yobi account.
16

Create Yobi Task

Creates a task in your Yobi account.
17

Retrieve Pipelines

Retrieves all the CRM pipelines created.
18

Search Contact

Searches for a contact using a phone number or name.
19

Update Deal

Updates the deal on your Yobi account.

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