Integrate The Customer Factor with Retently
Trigger NPS/CSAT surveys after appointments or invoice completions, sync customer contact details and interaction history with Retently, and use feedback scores to improve customer service processes.
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About The Customer Factor
The Customer Factor is a software for managing contacts, appointments, and invoices, providing tools to streamline customer interactions and improve organizational efficiency.
The Customer Factor to Retently
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor.Job Completed
Triggers when a job is marked as completed in The Customer Factor.New Estimate
Triggered when a new estimate is scheduled in The Customer Factor.New Job
Triggered when a new job is scheduled in The Customer Factor.New Prospect
Triggers when a new prospect is added in The Customer Factor.Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor.Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor.New Customer
Triggers when a new customer is added to The Customer Factor.New Invoice
Triggers when a new invoice is created in The Customer Factor.New Payment
Triggers when an invoice is paid in The Customer Factor.New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor.
Retently to The Customer Factor
Create Estimate
Creates an estimate in The Customer Factor.Create Payment
Marks an invoice as paid in The Customer Factor.Create Customer
Creates a customer in The Customer Factor.Create Job or Invoice
Creates a job with or without an invoice in The Customer Factor.Create Prospect
Creates a prospect in The Customer Factor.Related blog posts
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