Integrate zebraCRM with Retently

Sync customer profiles between zebraCRM and Retently to ensure up-to-date contact information and preferences, trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or event participation, and use survey responses to enhance customer relationship strategies within zebraCRM.

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About zebraCRM

zebraCRM is a customer relationship management tool that tracks events, leads, and cards in the system. It allows users to create, find, and manage various related entities efficiently.

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zebraCRM to Retently

1

New Event

Triggers when a new event is created.
2

New Document

Triggers when a new document is created.
3

New Lead

Triggers when a new lead is created.
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Retently to zebraCRM

1

Create Event

Creates a new event in your system.
2

Find Card

Finds an existing lead in your system.
3

New Card

Creates a new card in your system.
4

Add Sub Card to Parent Card

Connects a new sub card to an existing parent card in your system.
5

Find or Create Card

Finds or creates a card in the system.

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