Integrate PEP Cloud with Retently
Trigger NPS/CSAT surveys after key project milestones or status updates, sync client profiles between PEP Cloud and Retently to ensure consistent customer data, and use feedback scores to enhance project management and client relationship strategies.
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About PEP Cloud
PEP Cloud is a project management tool that allows users to manage clients and track eBids, including creating, updating, and monitoring status changes of clients and eBids.
PEP Cloud to Retently
Client Created
Triggers when a new client is created.eBid Lost
Triggers when an eBid is lost.eBid Created
Triggers when an eBid is created.eBid Won
Triggers when an eBid is won.
Retently to PEP Cloud
Create or Update Client
Creates a new client or updates an existing client based on email and then based on first and last name.Related blog posts
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