Integrate Persio with Retently
Sync customer profiles between Persio and Retently to ensure accurate data for survey targeting, trigger surveys based on lead qualification events, and use survey feedback to improve lead scoring and customer interaction strategies.
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About Persio
Persio helps businesses unify customer data in a single platform and manage lead qualification through various user interactions.
Persio to Retently
Classifier
Triggers when a classifier sentiment status is any.User Created
Triggers when a user is created.User Specific Attribute Updated
Triggers when a specific attribute of a user is updated.User Attributes Updated
Triggers when any attributes of a user are updated.User Event Created
Triggers when a user event is created.
Retently to Persio
Lead Classification
Classifies leads as Positive, Negative, or Neutral based on communication received.Create User Event
Adds an event to the user identified by an email.Response Generation
Generates a response for your lead's reply.Create or Update a User
Updates user attributes or creates a new user if not already existing.Find a User
Searches for a user by email or external ID.Related blog posts
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