Integrate FieldPulse with Retently
Trigger NPS/CSAT surveys after job completions or service requests, sync customer profiles and service history with Retently, and use feedback scores to improve service quality and customer retention strategies.
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About FieldPulse
FieldPulse is software for service businesses and contractors to manage operations efficiently in the office and on the go.
FieldPulse to Retently
New Customer
Triggers when a new customer is added.Last Updated Contact
Triggers when a contact is updated.Last Created Contact
Triggers when a new contact is added.
Retently to FieldPulse
Get Job Workflow Statuses
Get updated workflow status.Attach Job File
Attach a file to a job.Create Job
Creates a new job.Search Customer
Searches for customers.Search Jobs
Searches jobs in the system.Find or Create a Customer
Finds or creates a customer.Get Customer Pipeline Statuses
Get updated pipeline status.Attach Customer File
Attach a customer file.Create Customer
Creates a new customer.Create Lead
Creates a new lead.Search Job
Searches for one job in the system.Search Projects
Searches projects in the system.Related blog posts
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