Integrate Magnetic with Retently
Trigger NPS/CSAT surveys after significant task completions or opportunity closures, sync customer contact details and feedback scores to enhance collaboration and customer relationship management, and use feedback to prioritize tasks and improve service delivery.
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About Magnetic
Magnetic allows users to create and manage opportunities, jobs, and tasks while tracking notifications and time spent on tasks. It provides functionalities for contact management and collaboration on opportunities.
Magnetic to Retently
New Notification
Triggers when you have a new notification in Magnetic.
Retently to Magnetic
Create Opportunity/Job
Creates a new opportunity or job.Create Contact
Searches for an existing contact and appends to it or creates a new contact and company.Log Time on Task
Logs time spent on an existing task.Create Contact Record
Creates a record for an existing contact.Create Opportunity/Job Comment
Adds a comment to an existing opportunity or job.Create Task
Creates a new task.Create Task Comment
Adds a comment to an existing task based on a search by code or description.Related blog posts
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