Integrate Close.io with Retently NPS
Sync NPS scores with Close.io and trigger NPS surveys from Close.io with Retently NPS. With Retently NPS & Close.io Integration, you can: send an NPS survey or add contact in Retently when a new lead is added (with line items support) or creates a new email when an NPS score is received.
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About Close.io
Close.io is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.
Close.io to Retently NPS
New Lead
Send an NPS survey or add contact in Retently when a new lead is added (with line items support).New Opportunity
Send an NPS survey or add contact in Retently when a new opportunity is added.New SMS
Send an NPS survey or add contact in Retently when a new SMS is created.New Task
Send an NPS survey or add contact in Retently when a new task is created.New Opportunity Status Change
Send an NPS survey or add contact in Retently when a new Opportunity Status Change is created.New Email
Send an NPS survey or add contact in Retently when a new Email is created.New Note
Send an NPS survey or add contact in Retently when a new Note is created.New Contact
Send an NPS survey or add contact in Retently when a new contact is created.New Call
Send an NPS survey or add contact in Retently when a new Call is created.New Lead Status Change
Send an NPS survey or add contact in Retently when a new Lead Status Change is created.New Export
Send an NPS survey or add contact in Retently when a new Export is created.
Retently NPS to Close.io
New Email
Creates a new email when an NPS score is received.New Opportunity
Creates a new opportunity when an NPS score is received.Update Contact
Updates an existing Contact when an NPS score is received.New Lead
Creates a new lead (with line items support) when an NPS score is received.New Note
Creates a new note when an NPS score is received.New Contact
Creates a new Contact when an NPS score is received.New Task
Creates a new Task when an NPS score is received.Delete Logged Call
Delete logged call when an NPS score is received.Merge Two Leads
Merges one lead into another lead when an NPS score is received.Update Call
Updates an existing Call when an NPS score is received.New SMS
Creates a new SMS when an NPS score is received.Update Lead
Updates an existing Lead when an NPS score is received.Update Task
Updates an existing Task when an NPS score is received.Update Note
Updates an existing Note when an NPS score is received.Run Activity Report
Runs an activity report for your organization when an NPS score is received.New Call
Creates a new call when an NPS score is received.New Bulk Email
Creates a new bulk email when an NPS score is received.Update Opportunity
Updates an existing Opportunity when an NPS score is received.Similar integrations
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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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