Integrate Insightly with Retently
Sync customer profiles between Insightly and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys after significant sales pipeline events or project completions. Use survey responses to enhance customer relationship strategies and improve project management outcomes.
Start Free TrialAbout Insightly
Insightly is a CRM and project management app that helps businesses manage contacts, track relationships, and organize projects. It allows users to monitor sales pipelines across all devices.
Insightly to Retently
Deleted Record
Triggers when a record is deleted.Updated Field on Record
Triggers when a specified field is updated on any record of a specified Insightly object.New Record
Triggers when a new record is created.Updated Record
Triggers when a record is updated.Retently to Insightly
Create Record
Creates a record in Insightly.Find Record
Finds an existing record in Insightly.Update Record
Updates a record in Insightly.Similar Sales & CRM integrations
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Trigger automated NPS/CSAT surveys after booking confirmations or service completions, sync customer booking history...
Trigger NPS/CSAT surveys after case completions or client consultations, sync client contact details and...
Trigger NPS/CSAT surveys after case resolutions or document completions, sync customer profiles and case...
Trigger NPS/CSAT surveys when a new lead is captured or when significant user behavior...
Sync customer profiles between Leadcontact.pro and Retently to ensure accurate contact information, trigger NPS/CSAT...
Sync customer contact information and interaction history with Retently, trigger NPS/CSAT surveys after significant...
Sync customer contact information between Leadfox and Retently to automate the sending of NPS/CSAT...
Sync customer contact details and lead status updates with Retently, trigger NPS/CSAT surveys after...
Sync customer profiles between LeadSimple and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync lead information with Retently to keep customer profiles updated, trigger NPS/CSAT surveys after...
Trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or sales activities,...
Sync customer profiles between LeadStation and Retently to ensure up-to-date contact information and preferences....
Sync customer profiles between LeadWeb and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after event registrations or communications to gather feedback on user satisfaction,...
Sync customer profiles between Leapify and Retently to ensure up-to-date contact information and preferences,...
Sync customer contact information and interaction history with Retently, trigger NPS/CSAT surveys after significant...
Trigger NPS/CSAT surveys after significant customer interactions such as invoice payments or account updates,...
Trigger NPS/CSAT surveys after lead interactions or appointment completions, sync customer profiles and contact...
Trigger NPS/CSAT surveys after reservations or payments, sync customer profiles to keep feedback data...
Sync customer profiles between Linka and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after significant client interactions or campaign completions, sync customer contact details...
Trigger NPS/CSAT surveys after sales or support interactions, sync customer profiles and interaction history...
Sync subscriber data to keep customer profiles current in Retently, trigger NPS/CSAT surveys when...
Trigger NPS/CSAT surveys after events or campaign interactions, sync constituent records with Retently to...
Sync customer profiles between Livespace and Retently to ensure up-to-date contact information and preferences....
Trigger NPS/CSAT surveys after key client interactions like mortgage approval or updates, sync customer...
Trigger NPS/CSAT surveys after significant customer interactions tracked by LocaliQ, such as sales or...
Trigger NPS/CSAT surveys after property inspections or client updates to gather feedback on service...
Trigger automated NPS/CSAT surveys after booking confirmations or cancellations, sync customer contact details and...
Trigger NPS/CSAT surveys after a real estate transaction is completed or a lead is...
Sync customer profiles and contact information between Logisav and Retently to ensure up-to-date data...
Integrate LoopSpark to trigger NPS/CSAT surveys after specific communication events or lead interactions, sync...
Trigger NPS/CSAT surveys after significant customer interactions such as property viewings or transactions, sync...
Sync customer profiles between Macanta and Retently to ensure up-to-date contact information and preferences....
Trigger NPS/CSAT surveys after cleaning jobs are completed, sync customer profiles and service history...
Use Retently survey responses to trigger specific email campaigns or automations in Mailfold, sync...
Trigger NPS/CSAT surveys after appointments, sync customer appointment history and contact details, use feedback...
Trigger NPS/CSAT surveys after significant WhatsApp interactions, sync customer contact details and communication history,...
Trigger NPS/CSAT surveys after significant customer interactions or updates in Map My Customers, sync...
Automatically send NPS/CSAT surveys after a new account is created or an order is...
Sync customer profiles between Marketing 360 and Retently to ensure up-to-date contact information and...
Sync customer profiles between MarketSharp and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after key customer interactions such as sales or support ticket resolutions,...
Sync customer profiles between MeasureSquare CRM and Retently to maintain updated contact information and...
Integrate to trigger NPS/CSAT surveys after significant LinkedIn interactions or email campaigns, sync customer...
Trigger NPS/CSAT surveys after significant sales interactions or workflow completions, sync customer profiles and...
Sync customer profiles between MemberSuite and Retently to ensure up-to-date contact information and preferences....
Trigger NPS/CSAT surveys after key sales milestones or customer interactions, sync customer profiles and...
Trigger NPS/CSAT surveys after support ticket resolutions or significant account changes, sync customer profiles...
Trigger NPS/CSAT surveys after significant sales milestones or updates in customer records, sync customer...
Sync customer profiles between Method CRM and Retently to ensure up-to-date contact information, trigger...
Trigger NPS/CSAT surveys after job completions or customer appointments, sync customer profiles and job...
Sync customer profiles between Mino CRM and Retently to ensure up-to-date contact information, trigger...
Sync new or updated contact information from Mirabel's Marketing Manager to Retently to ensure...
Sync customer profiles and lead information between Mloflo and Retently, trigger NPS/CSAT surveys after...
Sync customer profiles and contact information between MobiCRM and Retently, trigger NPS/CSAT surveys after...
Trigger NPS/CSAT surveys when new contacts are added via Mobilo Card, sync contact details...
Trigger NPS/CSAT surveys after project completion or billing events, sync customer contact details and...
Sync customer profiles between Mojo and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer contact information between Momentifi and Retently to ensure accurate survey delivery and...
Sync customer profiles between Monty and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after significant client interactions or compliance updates, sync client profiles and...
Trigger automated NPS/CSAT surveys after a new lead or loan is added, sync customer...
Sync customer profiles between Moskit and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after customer interactions like case resolution or lead conversion, sync customer...
Trigger NPS/CSAT surveys after job completions or significant client interactions, sync customer profiles and...
Integrate Moxie to trigger NPS/CSAT surveys after project completion or client meetings, sync client...
Trigger NPS/CSAT surveys after music lessons or events to gather feedback on teaching quality,...
Automatically send NPS/CSAT surveys when new customer records are created in MyASP, sync customer...
Sync lead information from MyCRM Leads to Retently to automatically send NPS/CSAT surveys after...
Sync customer contact information and deal statuses with Retently to trigger NPS/CSAT surveys after...
Trigger NPS/CSAT surveys after significant customer interactions such as appointment completions or task updates,...
Trigger automated NPS/CSAT surveys after repair completions or sales transactions, sync customer contact details...
Trigger NPS/CSAT surveys after significant project milestones or asset updates, sync customer profiles to...
Trigger NPS/CSAT surveys after a lead submission to assess the quality of the initial...
Trigger NPS/CSAT surveys after lead inquiries or market insights interactions, sync customer profiles to...
Trigger NPS/CSAT surveys after a booking is confirmed, updated, or canceled to gather immediate...
Trigger NPS/CSAT surveys after product registration or trial initiation to gather immediate customer feedback,...
Trigger NPS/CSAT surveys after significant interactions such as donations or event RSVPs, sync member...
Trigger NPS/CSAT surveys after significant donor interactions or events, sync donor profiles and contact...
Trigger automated NPS/CSAT surveys after booking confirmations or cancellations, sync guest contact details and...
Sync customer profiles between NetHunt CRM and Retently to ensure up-to-date contact information and...
Trigger NPS/CSAT surveys after a moving service is completed, sync customer profiles and interaction...
Trigger NPS/CSAT surveys after case resolutions or ticket closures, sync customer profiles and interaction...
Trigger NPS/CSAT surveys after campaign events or donations, sync supporter profiles to keep contact...
Sync customer profiles between Nimble and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after key sales milestones or lead status changes, sync customer profiles...
Trigger NPS/CSAT surveys after significant customer interactions like order completions or agreement signings, sync...
Trigger NPS/CSAT surveys after property viewings or deal closures, sync customer contact details and...
Sync customer profiles between Nove and Retently to ensure up-to-date information, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after event registrations or membership renewals, sync member profiles and activity...
Sync customer profiles between Nutshell and Retently to ensure up-to-date contact information and preferences,...
Trigger NPS/CSAT surveys after client check-ins or bookings, sync customer profiles and interaction history...
Trigger NPS/CSAT surveys after reservation modifications or communications, sync customer reservation details and communication...
Sync customer profiles between Odoo CRM and Retently to ensure up-to-date contact information, trigger...
Trigger NPS/CSAT surveys after significant customer interactions such as purchases or support ticket resolutions,...
Trigger NPS/CSAT surveys after membership changes or event participation, sync member profiles and preferences...
Trigger NPS/CSAT surveys after new bookings or client interactions, sync customer profiles and booking...
Trigger NPS/CSAT surveys after a lead is captured or qualified through OnceHub, sync customer...
Trigger NPS/CSAT surveys after key workflow completions or service updates, sync customer profiles and...
Trigger NPS/CSAT surveys after customer support interactions or project completions, sync customer profiles and...
Sync customer contact details between OneLocal LocalContacts and Retently to automate the sending of...
Trigger NPS/CSAT surveys after a referral is made or completed to gather feedback on...
Sync customer profiles between OnePageCRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles between Onpipeline and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer contact details and interaction history between OpenCRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after booking confirmations or user interactions, sync customer profiles to keep...
Trigger NPS/CSAT surveys after service appointments or invoice completions, sync customer contact details and...
Trigger NPS/CSAT surveys after significant member activities or interactions, sync member profiles and activity...
Trigger NPS/CSAT surveys after order completions or updates, sync customer profiles between Orderry and...
Sync lead information with Retently to ensure customer profiles are up-to-date, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after significant sales activities or account updates, sync customer profiles and...
Use Retently's survey responses to tailor sales communication strategies in Outplay, trigger surveys after...
Sync customer profiles between Outseta and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer profiles and...
Trigger NPS/CSAT surveys after booking confirmations or cancellations, sync customer profiles and booking history...
Sync customer profiles between Ownly and Retently to ensure up-to-date contact information and preferences,...
Sync customer profiles between PADMA and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer lead data from Page X CRM to Retently to trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys when a new deal is created to gather feedback on the...
Sync real estate contact information with Retently to automate sending NPS/CSAT surveys after property...
Sync customer profiles between Parma and Retently to ensure up-to-date contact information and preferences,...
Sync customer profiles between Peasy Sales and Retently to ensure up-to-date contact information, trigger...
Sync enriched customer data from People Data Labs to Retently to create detailed customer...
Trigger NPS/CSAT surveys after significant customer interactions such as contract completions or project milestones,...
Automatically trigger NPS/CSAT surveys when new leads are added to the CRM, sync lead...
Automatically trigger NPS/CSAT surveys after customer service calls, sync call summaries and customer feedback...
Sync customer profiles between PicallEx and Retently to ensure up-to-date contact information and preferences....
Trigger NPS/CSAT surveys after class bookings or billing events, sync customer profiles to ensure...
Sync customer profiles and contact information between Pipeline CRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after significant sales interactions or updates in customer profiles, sync customer...
Trigger NPS/CSAT surveys after completing accounting services or projects, sync client contact details and...
Trigger NPS/CSAT surveys after significant employee interactions or revenue events, sync employee data to...
Integrate Retently to send NPS/CSAT surveys after task completion or project milestones, sync customer...
Trigger NPS/CSAT surveys after significant business activities like new payments or reservations, sync customer...
Sync customer profiles between Planports and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger automated NPS/CSAT surveys after a booking is made or canceled, sync customer booking...
Sync customer contact details between Pobuca Connect and Retently to ensure up-to-date information for...
Automatically send NPS/CSAT surveys to new leads captured through Popl to assess initial impressions...
Trigger automated NPS/CSAT surveys after client appointments or service bookings, sync client contact details...
Trigger NPS/CSAT surveys after client appointments or program enrollments, sync client contact details and...
Trigger NPS/CSAT surveys after case completions or billing events, sync client contact details and...
Sync customer profiles between Practifi and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles between ProAgentSolutions and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Automatically sync new contacts from ProAgentWebsites.com to Retently, enabling immediate survey distribution to new...
Sync customer profiles between Propertybase and Retently to ensure up-to-date contact information and preferences....
Sync customer profiles between PropHero CRM and Retently to ensure up-to-date contact information, trigger...
Trigger NPS/CSAT surveys after job case completions or significant customer interactions, sync customer contact...
Trigger NPS/CSAT surveys after personal training sessions or membership renewals, sync client profiles to...
Sync customer contact details and preferences between Pulse CRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after significant customer interactions such as new product announcements or service...
Trigger NPS/CSAT surveys after membership sign-ups or class check-ins, sync customer profile data to...
Trigger NPS/CSAT surveys when a lead is converted to a customer, sync customer profiles...
Sync customer profiles between QlickCRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles and lead information between Qobrix and Retently to ensure up-to-date data...
Sync customer profiles between Qomon and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles between QuickDesk and Retently to ensure up-to-date information for survey targeting....
Use Quickpage's interaction data, such as media downloads and page views, to trigger NPS/CSAT...
Trigger NPS/CSAT surveys after significant client interactions or lead qualification events, sync customer profiles...
Sync customer profiles between Radius CRM and Retently to ensure up-to-date contact information, trigger...
Trigger NPS/CSAT surveys after significant member interactions or events, sync member contact details and...
Use RAYNET CRM to trigger NPS/CSAT surveys after significant sales interactions or account updates,...
Trigger NPS/CSAT surveys after significant lead events or interactions, sync customer profile updates between...
Trigger NPS/CSAT surveys after significant customer interactions like property viewings or sales, sync customer...
Sync customer contact information between Realvolve and Retently to ensure accurate data for sending...
Trigger NPS/CSAT surveys after booking confirmations or customer interactions, sync customer profiles between Recras...
Trigger NPS/CSAT surveys after key recruitment milestones such as interview completion or job offer...
Sync customer profiles between Rednote and Retently to ensure up-to-date contact information and preferences....
Sync customer profiles and contact information between Redtail CRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after a referral is made or a reward is issued, sync...
Trigger automated NPS/CSAT surveys after event bookings or ticket purchases, sync customer booking history...
Automatically sync contact updates from Relatable to Retently to ensure surveys are sent to...
Sync customer profiles between Relate and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Integrate to trigger NPS/CSAT surveys after significant client interactions or deal updates, sync customer...
Trigger NPS/CSAT surveys after contract signing or lead creation, sync customer profiles and sales...
Trigger NPS/CSAT surveys after order status changes or lead conversions, sync customer profiles between...
Use Rep.co to trigger NPS/CSAT surveys after specific campaign interactions, sync contact information to...
Trigger automated NPS/CSAT surveys after repair jobs are completed, sync customer contact details and...
Trigger NPS/CSAT surveys after ticket resolution or invoice generation, sync customer profiles between RepairShopr...
Trigger NPS/CSAT surveys after task completions or order deliveries, sync customer profiles and interaction...
Trigger NPS/CSAT surveys after client meetings or sales order completions, sync customer profiles and...
Sync customer profiles and lead information with Retently to ensure up-to-date contact details, trigger...
Trigger NPS/CSAT surveys after customer interactions on messaging platforms, sync customer communication history and...
Sync customer profiles and interaction data from Retention to Retently to ensure up-to-date information...
Integrate Revaluate to trigger NPS/CSAT surveys when significant changes in contact scores are detected,...
Sync customer profiles between Revamp CRM and Retently to ensure up-to-date contact information and...
Sync customer contact information between RevBoss and Retently to ensure up-to-date profiles, and trigger...
Sync customer profiles and contact information between Rex and Retently, trigger NPS/CSAT surveys after...
Trigger NPS/CSAT surveys after a customer completes a tour or activity booking, sync customer...
Trigger NPS/CSAT surveys after support ticket resolution or invoice generation, sync customer profiles between...
Trigger NPS/CSAT surveys after lead creation or significant customer interactions, sync customer profiles and...
Trigger NPS/CSAT surveys after case completions or invoice payments, sync client contact and case...
Trigger NPS/CSAT surveys after service ticket resolutions or significant account updates, sync customer profiles...
Trigger automated NPS/CSAT surveys after booking confirmations or cancellations, sync customer booking history and...
Sync customer profiles between Runsensible and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles between Saalz and Retently to ensure up-to-date contact information and preferences,...
Sync customer profiles between SalesEngine.SE and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles between Sales Magic and Retently to ensure up-to-date contact information, trigger...
Sync customer profiles between Salescamp and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles and contact information between Salesdash CRM and Retently to ensure up-to-date...
Trigger NPS/CSAT surveys after significant sales interactions or account updates, sync customer contact details...
Trigger NPS/CSAT surveys after significant customer interactions such as deal closures or support resolutions,...
Trigger NPS/CSAT surveys after closing deals or reaching key sales stages, sync customer profiles...
Trigger NPS/CSAT surveys after key sales interactions or deal closures, sync customer contact details...
Integrate to trigger NPS/CSAT surveys after significant sales interactions or opportunity closures, sync customer...
Trigger NPS/CSAT surveys after significant customer interactions tracked by Salespanel, such as lead conversion...
Sync customer contact information between Salespype and Retently to ensure accurate survey targeting. Trigger...
Automatically create or update customer profiles in Retently when a new contact is added...
Trigger NPS/CSAT surveys after significant lead interactions or form submissions, sync lead information with...
Sync customer profiles between Salestrekker and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles between SalesWizard CRM and Retently to ensure up-to-date contact information, trigger...
Trigger NPS/CSAT surveys after appointments or service payments, sync customer profiles and appointment history...
Integrate SAM.ai to trigger NPS/CSAT surveys after significant customer interactions such as closing a...
Sync customer profiles between Samdock and Retently to ensure up-to-date contact information and preferences....
Trigger NPS/CSAT surveys after significant sales activities or customer interactions, sync customer profiles and...
Trigger automated NPS/CSAT surveys after activity bookings, sync customer profiles and booking history with...
Automate sending NPS/CSAT surveys when a deal is closed or a lead is converted,...
Trigger NPS/CSAT surveys after significant client interactions such as document requests or updates, sync...
Automatically send NPS/CSAT surveys to new leads after initial contact, sync lead information with...
Trigger NPS/CSAT surveys after significant sales interactions or opportunity closures, sync customer contact information...
Sync customer profiles between SeoToaster and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after job completions or customer interactions, sync customer profiles and job...
Trigger NPS/CSAT surveys after lead creation or event completion, sync customer profiles and lead...
Trigger NPS/CSAT surveys after job completion or invoicing, sync customer contact details and job...
Trigger NPS/CSAT surveys after service appointments or project completions, sync customer profiles and service...
Trigger NPS/CSAT surveys after service completion or customer support interactions, sync customer service history...
Trigger NPS/CSAT surveys after appointments to gather feedback on service quality, sync customer contact...
Trigger NPS/CSAT surveys after a deal is closed or a new contact is added,...
Sync customer profiles between Shape and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Sync customer profiles and contact information between ShareBuilders and Retently, trigger NPS/CSAT surveys after...
Sync customer contact information and deal statuses with Retently to ensure up-to-date customer profiles,...
Trigger NPS/CSAT surveys after booking confirmations or cancellations to gather feedback on the booking...
Automate the sending of NPS/CSAT surveys following lead capture events, sync contact information to...
Trigger NPS/CSAT surveys after property inquiries or task completions, sync customer profiles to keep...
Trigger NPS/CSAT surveys after appointments to gather feedback on customer service, sync customer contact...
Automatically update customer profiles in Retently with the latest contact information parsed by SigParser,...
Trigger NPS/CSAT surveys when a new task or lead is created or updated, sync...
Trigger NPS/CSAT surveys after order updates or customer interactions, sync customer profiles to ensure...
Trigger NPS/CSAT surveys after support ticket resolutions or business opportunity updates, sync customer profiles...
Trigger NPS/CSAT surveys after significant sales interactions or updates in customer profiles, sync customer...
Sync stakeholder contact information with Retently to ensure accurate customer profiles, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after membership sign-ups or class bookings, sync customer profiles to keep...
Sync customer profiles between Simply.Coach and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger automated NPS/CSAT surveys after appointments, sync customer contact details and appointment history, use...
Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles between Skhokho...
Trigger NPS/CSAT surveys based on customer interactions across messaging channels, sync customer contact details...
Sync customer contact information and preferences between Smart Alto and Retently, trigger surveys based...
Trigger NPS/CSAT surveys after successful matches or client interactions, sync customer profiles to keep...
Sync customer contact information and activity data with Retently to ensure up-to-date profiles, trigger...
Sync customer profiles between SmartTouch NexGen CRM and Retently to ensure up-to-date contact information...
Trigger NPS/CSAT surveys after a booking is confirmed or a client interaction is logged,...
Sync customer profiles between Snov.io and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after users access WiFi services, sync user data and visit frequency...
Automatically create or update customer profiles in Retently when new leads are added in...
Sync customer contact details from SolidNexus to Retently to automate the sending of NPS/CSAT...
Sync customer profiles between Solo and Retently to ensure up-to-date information, trigger NPS/CSAT surveys...
Sync customer contact information and updates between Solve CRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after project completions or invoice payments, sync customer contact details and...
Trigger NPS/CSAT surveys after booking confirmations or event participation, sync customer membership details and...
Trigger NPS/CSAT surveys after membership sign-ups or class attendance, sync customer profiles and preferences,...
Sync customer profiles between Sperant and Retently to ensure accurate data for survey distribution,...
Sync customer profiles between Sperse and Retently to ensure up-to-date contact information and preferences....
Sync customer contact information and profiles from Sphere to Retently to ensure accurate survey...
Automatically create or update customer profiles in Retently when new customer records are created...
Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...
Trigger NPS/CSAT surveys when a new lead is captured or when a contact watches...
Trigger NPS/CSAT surveys after booking confirmations or cancellations, sync customer booking data to update...
Trigger NPS/CSAT surveys after appointments to gather feedback on customer service, sync customer contact...
Automatically send NPS/CSAT surveys after a new booking is made to assess customer satisfaction...
Integrate Streak to trigger NPS/CSAT surveys after significant customer interactions managed through Gmail, such...
Integrate Successeve to trigger NPS/CSAT surveys after significant events or updates in the CRM,...
Sync customer profiles and contact details between SugarCRM and Retently, trigger NPS/CSAT surveys after...
Trigger NPS/CSAT surveys after appointment outcomes or lead status changes, sync lead and appointment...
Trigger NPS/CSAT surveys after customer support interactions or marketing engagements, sync customer communication history...
Trigger NPS/CSAT surveys after significant customer interactions such as sales or support updates, sync...
Trigger NPS/CSAT surveys after appointments to gather feedback on service quality, sync customer profiles...
Trigger NPS/CSAT surveys after customer appointments or sales interactions, sync customer profiles between Surefire...
Automatically update customer profiles in Retently when new contacts are created or existing ones...
Trigger NPS/CSAT surveys after significant interactions like offer submissions or property updates, sync customer...
Sync customer contact details from SwiftFox to Retently to automate sending NPS/CSAT surveys, update...
Trigger NPS/CSAT surveys after job completion to gather feedback on service quality, sync customer...
Trigger NPS/CSAT surveys after support ticket resolutions or financial transactions, sync customer profiles and...
Automatically trigger NPS/CSAT surveys when a new contact is created or updated in SyndicationPro,...
Use Synergy to trigger NPS/CSAT surveys after significant customer data changes or interactions, and...
Trigger automated NPS/CSAT surveys after order completions or payment processing, sync customer contact details...
Sync customer profiles and sales interactions from Teamgate to Retently to ensure up-to-date customer...
Integrate to trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or...
Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer contact details and...
Trigger NPS/CSAT surveys after project completion or deal closure to gather customer feedback, sync...
Sync customer profiles and contact information between Teamwork CRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after new lead inquiries or property viewings, sync customer profiles to...
Trigger automated NPS/CSAT surveys after booking confirmations or client interactions, sync customer profiles and...
Sync customer profiles between ThreadKore and Retently to ensure up-to-date information, trigger NPS/CSAT surveys...
Automatically send NPS/CSAT surveys to new leads or contacts generated in Thriwin to gather...
Integrate to trigger NPS/CSAT surveys after customer interactions like payments or marketing campaigns, sync...
Trigger NPS/CSAT surveys after membership renewals or event participation, sync member profiles and contact...
Trigger NPS/CSAT surveys after pet sitting or dog walking services, sync customer contact details...
Trigger NPS/CSAT surveys after booking confirmations or cancellations to gather feedback on the scheduling...
Trigger NPS/CSAT surveys after invoice completion or payment, sync customer contact details and interaction...
Trigger NPS/CSAT surveys after guest check-ins or check-outs, sync guest profiles and reservation details...
Trigger NPS/CSAT surveys after significant lead interactions or property viewings, sync customer profiles and...
Trigger NPS/CSAT surveys when a lead is converted to a customer, sync lead information...
Automatically trigger NPS/CSAT surveys when a new contact is created in Top Producer, sync...
Trigger NPS/CSAT surveys after closing a real estate transaction or significant account updates, sync...
Integrate Totango to trigger NPS/CSAT surveys based on customer engagement metrics, sync customer profiles...
Trigger NPS/CSAT surveys after significant customer interactions like ticket resolution or lead conversion, sync...
Trigger NPS/CSAT surveys after ticket purchases or fan engagement activities, sync fan records and...
Sync customer profiles between TradePortal and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after appointments to gather feedback on customer experience, sync customer profiles...
Trigger NPS/CSAT surveys after order completion or updates, sync customer profiles and order history...
Trigger NPS/CSAT surveys after trip bookings or payment processing, sync customer profiles and trip...
Trigger NPS/CSAT surveys after transaction updates to gather customer feedback on their purchase experience,...
Trigger NPS/CSAT surveys after significant deal milestones or lead conversions, sync customer contact and...
Trigger NPS/CSAT surveys after scheduling sessions or updating student statuses, sync student and family...
Sync customer profiles between Two Ladders and Retently to ensure up-to-date contact information, trigger...
Trigger automated NPS/CSAT surveys after booking confirmations or invoice completions, sync customer profiles between...
Sync customer contact details from Umbrella to Retently to ensure surveys are sent to...
Sync customer profiles between Unifyy CRM and Retently to ensure up-to-date contact information and...
Integrate to trigger NPS/CSAT surveys after significant lead interactions or sales conversions, sync customer...
Trigger NPS/CSAT surveys after program milestones or task completions, sync client profiles and engagement...
Trigger NPS/CSAT surveys after subscription purchases or renewals, sync customer contact and subscription data...
Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer profiles and...
Trigger NPS/CSAT surveys after booking confirmations or customer service interactions, sync customer profiles to...
Integrate Upnify to trigger NPS/CSAT surveys after significant sales interactions or client updates, sync...
Trigger NPS/CSAT surveys after significant sales interactions or opportunity updates, sync customer profiles and...
Sync customer profiles between Uptics and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after a detailing service is completed, sync customer profiles and service...
Integrate Userbot to automatically send NPS/CSAT surveys after a form submission or chat interaction,...
Automatically send NPS/CSAT surveys after user events are created or updated in UserSketch, and...
Sync customer contact details and loan status updates with Retently to trigger NPS/CSAT surveys...
Sync company data from Vainu to Retently to create or update customer profiles, enabling...
Use survey responses from Retently to segment customers in Vanilla for targeted messaging campaigns,...
Sync customer profiles between VanillaSoft and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Integrate Vaunt to automatically send NPS/CSAT surveys after client communications, sync client contact details...
Trigger NPS/CSAT surveys after client appointments or payment transactions, sync customer contact details and...
Sync customer profiles between Venmate and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys when a new opportunity is created or updated, sync customer contact...
Trigger NPS/CSAT surveys after candidate interactions or placements to gather feedback on the recruitment...
Trigger NPS/CSAT surveys when a new lead is identified or when a visitor shows...
Trigger NPS/CSAT surveys based on customer success milestones or support interactions, sync customer profiles...
Automatically create or update customer profiles in Retently when new leads are captured in...
Automatically create leads in VOIZ CRM when a new customer is created in Retently,...
Trigger NPS/CSAT surveys after significant customer interactions such as deal closures or support activities,...
Trigger NPS/CSAT surveys after support ticket resolutions or significant account updates, sync customer profiles...
Trigger NPS/CSAT surveys after customer check-ins or service completions, sync customer profiles to keep...
Sync customer profiles between Walcu CRM and Retently to ensure up-to-date contact information, trigger...
Trigger NPS/CSAT surveys when customers opt in or out of email marketing, sync customer...
Automatically sync new and updated contact information from Warm Welcome to Retently, ensuring that...
Sync customer contact information between WarmProspect and Retently to ensure accurate data for survey...
Sync customer contact information between Wasi and Retently to ensure up-to-date profiles, trigger NPS/CSAT...
Sync customer profiles between Wealthbox CRM and Retently to ensure up-to-date contact information and...
Sync customer profiles and contact information between webCRM and Retently, trigger NPS/CSAT surveys after...
Sync member profiles with Retently to keep customer data up-to-date, trigger NPS/CSAT surveys when...
Trigger NPS/CSAT surveys after booking appointments or completing transactions, sync customer profiles and booking...
Automatically trigger NPS/CSAT surveys when new customers are created in Wemero, sync customer profiles...
Trigger NPS/CSAT surveys after a lead conversion event, sync lead source data with customer...
Trigger NPS/CSAT surveys after client appointments or interactions, sync customer contact details between Whautomate...
Trigger NPS/CSAT surveys after reservation completions or customer interactions, sync customer profiles and reservation...
Trigger NPS/CSAT surveys after support ticket resolutions or billing events, sync customer profiles to...
Trigger NPS/CSAT surveys after client appointments or form submissions, sync client profiles to keep...
Trigger NPS/CSAT surveys after event registrations or membership renewals, sync member contact details and...
Trigger NPS/CSAT surveys after new lead creation or updates, sync customer contact information between...
Sync customer profiles between WinMan V8 and Retently to ensure up-to-date information for survey...
Trigger NPS/CSAT surveys after sales opportunities are closed or service orders are completed, sync...
Sync customer profiles between Wintouch and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after a lead is converted or a transaction is completed, sync...
Trigger NPS/CSAT surveys after membership sign-ups or ticket purchases, sync customer engagement data with...
Trigger NPS/CSAT surveys after membership sign-ups or gear purchases, sync athlete profiles and performance...
Trigger NPS/CSAT surveys after specific communication events, such as email or SMS campaigns, and...
Trigger NPS/CSAT surveys after significant sales or support interactions, sync customer profiles and contact...
Sync customer contact information and updates between WORKetc CRM and Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after job completions or invoice payments, sync customer contact details and...
Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles and job...
Sync customer profiles between Xamtac CRM and Retently to ensure up-to-date contact information and...
Trigger NPS/CSAT surveys after significant customer interactions such as membership sign-ups or status changes,...
Trigger automated NPS/CSAT surveys after class registrations or membership updates, sync customer profiles and...
Trigger NPS/CSAT surveys after event participation or membership renewal, sync customer profiles and subscription...
Trigger NPS/CSAT surveys after job completions or customer interactions, sync customer profiles to ensure...
Trigger NPS/CSAT surveys after booking confirmations or event participation, sync customer profiles and interaction...
Trigger NPS/CSAT surveys after new client onboarding or order completion, sync client profiles and...
Trigger automated NPS/CSAT surveys after a customer books an appointment, sync customer booking history...
Trigger NPS/CSAT surveys after trip registrations or payments, sync traveler profiles and registration status...
Trigger NPS/CSAT surveys after field service visits to gather customer feedback on service quality,...
Sync customer profiles between Zabun and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Trigger NPS/CSAT surveys after significant customer interactions like deal closures or incident resolutions, sync...
Sync customer profiles between Zavitac and Retently to ensure up-to-date contact information and preferences....
Sync customer profiles between zebraCRM and Retently to ensure up-to-date contact information and preferences,...
Sync customer contact information and lead status changes with Retently to ensure up-to-date customer...
Trigger NPS/CSAT surveys after guest check-ins or check-outs, sync guest profiles and booking details...
Trigger NPS/CSAT surveys after closing deals or significant sales interactions, sync customer contact information...
Trigger NPS/CSAT surveys after service appointments, sync customer contact details and service history, and...
Trigger NPS/CSAT surveys after customer interactions via WhatsApp, sync customer communication history and profiles...
Sync customer contact details and interaction history from ZipperAgent to Retently, trigger NPS/CSAT surveys...
Trigger NPS/CSAT surveys after new prospects are assigned to advisors to assess the initial...
Trigger NPS/CSAT surveys after significant client interactions or opportunity updates, sync customer profiles and...