Create PerfexCRM customer for new Retently response
Retently + PerfexCRM Integration
Select 1 Click Automation
Create PerfexCRM contact for new Retently response
When someone completes your Retently, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
When Survey response is created in Retently > Check any condition > Add staff in PerfexCRM
Retently + PerfexCRM Integration
When Survey response is created in Retently > Check any condition > Create lead in PerfexCRM
Retently + PerfexCRM Integration
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