Integrate Clevertim CRM with Retently NPS
Sync NPS scores with Clevertim CRM and trigger NPS surveys from Clevertim CRM with Retently NPS. With Retently NPS & Clevertim CRM Integration, you can: send an NPS survey or add contact in Retently when a new case is created or create a new company when an NPS score is received.
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About Clevertim CRM
Clevertim is an easy to learn & use, web based CRM and contact manager for small businesses. Our primary strengths are: ease of use, speed, focus on productivity for small businesses
Clevertim CRM to Retently NPS
New Case
Send an NPS survey or add contact in Retently when a new case is created.New Task
Send an NPS survey or add contact in Retently when a new task is created.New Company
Send an NPS survey or add contact in Retently when a new company is created.New Contact
Send an NPS survey or add contact in Retently when a new contact (person) is created.New Opportunity
Send an NPS survey or add contact in Retently when a new opportunity is created.
Retently NPS to Clevertim CRM
New Company
Create a new company when an NPS score is received.New Contact
Create a new contact (person) when an NPS score is received.New Opportunity
Create a new opportunity when an NPS score is received.New Case
Create a new case when an NPS score is received.New Task
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Use API to create custom integrations
The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.
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Fetch your customers from Retently
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Get the NPS, CSAT, CES scores
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Receive the latest customer feedback
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Create and update customers in Retently
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Unsubscribe customers in Retently
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Send transactional surveys
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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
