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.

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Yuccan to Retently

1

Invitation Answered

Triggers when an invitation has been answered by an Ambassador.
2

Lead Updated

Triggers when a Lead is updated on Yuccan Lead.
3

New Lead

Triggers when a new lead is created.
4

Lead Affected

Lead has been affected to another Sales Rep.
5

New Ambassador

Triggers when a new Ambassador joined your program.
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Retently to Yuccan

1

Archive Lead

Archive a Lead and set a custom message, if needed.
2

Create Company (Partnership Only)

Creates a Company (ONLY available if you manage a Partnership from Yuccan).
3

New Satisfaction Survey

Sends a new Satisfaction Survey to a customer.
4

Validate Lead

Updates a Lead to the next step.
5

Find Invitation

Fetches all invitations sent in an Ambassador Program.
6

Find Sales Rep

Finds a Sales Rep in your base.
7

Affect Lead to Sales Rep

Affects an existing Lead to a Sales Rep in your team.
8

Update Ambassador Membership

Updates whether to add or remove Ambassador's membership from a specific Ambassador List.
9

Create Sales Rep

Creates a new Sales Rep in the platform.
10

Preregister Ambassador

Preregisters an Ambassador in your program.
11

Find Ambassador

Finds an Ambassador either with its email address or registered phone number.
12

Find Lead

Finds a Lead matching your criteria.

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