Integrate Yuccan with Retently
Trigger NPS/CSAT surveys after lead interactions or ambassador program activities, sync customer profiles between Yuccan and Retently, and use survey responses to improve lead management and ambassador strategies.
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About Yuccan
Yuccan is a platform that facilitates lead management and ambassador program management. It allows users to create, update, and archive leads, send satisfaction surveys, and manage ambassador memberships.
Yuccan to Retently
Invitation Answered
Triggers when an invitation has been answered by an Ambassador.Lead Updated
Triggers when a Lead is updated on Yuccan Lead.New Lead
Triggers when a new lead is created.Lead Affected
Lead has been affected to another Sales Rep.New Ambassador
Triggers when a new Ambassador joined your program.
Retently to Yuccan
Archive Lead
Archive a Lead and set a custom message, if needed.Create Company (Partnership Only)
Creates a Company (ONLY available if you manage a Partnership from Yuccan).New Satisfaction Survey
Sends a new Satisfaction Survey to a customer.Validate Lead
Updates a Lead to the next step.Find Invitation
Fetches all invitations sent in an Ambassador Program.Find Sales Rep
Finds a Sales Rep in your base.Affect Lead to Sales Rep
Affects an existing Lead to a Sales Rep in your team.Update Ambassador Membership
Updates whether to add or remove Ambassador's membership from a specific Ambassador List.Create Sales Rep
Creates a new Sales Rep in the platform.Preregister Ambassador
Preregisters an Ambassador in your program.Find Ambassador
Finds an Ambassador either with its email address or registered phone number.Find Lead
Finds a Lead matching your criteria.Similar Business Intelligence integrations
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