Klipfolio + Retently Integration

Connect Klipfolio to Retently - Automate your workflows in 1-click

Klipfolio automations help you automatically pull data from various sources and create data visualizations for performance tracking. With Retently automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Skip the manual back and forth! Easily automate the flow of data between Klipfolio & Retently using Integrately.

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Ready Workflows For Klipfolio + Retently Integration

Just click on the workflow you want to automate

Create Klipfolio data source from new Retently response

Retently + Klipfolio Integration

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Create Your Own Klipfolio & Retently Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Survey response is created in Retently
Triggers the automation when a survey response is submitted
Customer is created in Retently
Triggers the automation when a new customer is created
Company is created in Retently
Triggers the automation when a new company is created
Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated

Add to data source in Klipfolio
Adds new data to a data source
Update data source in Klipfolio
Updates the selected data source
Refresh data source in Klipfolio
Refreshes a data source
Unsubscribe customer in Retently
Removes customer from mailing list
Create or Update customer in Retently
Creates or updates a customer record
Search customer by email in Retently
Searches for a customer by their email address
Tag a survey response in Retently
Tags a survey response
Search company in Retently
Finds information about a company
Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Klipfolio & Retently In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Klipfolio or Retently With 1200+ Other Apps

Klipfolio's all-in-one dashboard software connects to any data source and automatically creates visualizations that make it easy to spot trends, test ideas and share insights.

See Klipfolio Integrations

Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations