Agiled + Retently Integration

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Retently + Agiled Integration

Create Agiled contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Agiled. 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 - Agiled integration set up makes it easy to manage your customer relationships and grow your business.
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Retently + Agiled Integration

Create Agiled task for new Retently response

Automatically creating a Agiled task for every new Retently response not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no response will fall through the cracks and that your Agiled team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Agiled + Retently Integration
1.
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
2.
  • Agiled
    Create contact in Agiled
  • Agiled
    Update contact in Agiled
  • Agiled
    Delete contact in Agiled
  • Agiled
    Create task in Agiled
  • Agiled
    Delete task in Agiled
  • Agiled
    Update task in Agiled
  • Agiled
    Create employee in Agiled
  • Agiled
    Delete employee in Agiled
  • Agiled
    Update employee in Agiled
  • Agiled
    Create project in Agiled
  • Agiled
    Update project in Agiled
  • Agiled
    Delete project in Agiled
  • Agiled
    Create Invoice in Agiled
  • Agiled
    Update Invoice in Agiled
  • Agiled
    Delete invoice in Agiled
  • Agiled
    Create ticket in Agiled
  • Agiled
    Update ticket in Agiled
  • Agiled
    Delete ticket in Agiled
  • Agiled
    Create estimate in Agiled
  • Agiled
    Update estimate in Agiled
  • Agiled
    Delete estimate in Agiled
  • Agiled
    Create contract in Agiled
  • Agiled
    Update contract in Agiled
  • Agiled
    Delete contract in Agiled
  • Agiled
    Create expense in Agiled
  • Agiled
    Update expense in Agiled
  • Agiled
    Delete expense in Agiled
  • Agiled
    Create product in Agiled
  • Agiled
    Update product in Agiled
  • Agiled
    Delete product in Agiled
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently
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