OnePageCRM + Retently Integration

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

Make use of OnePageCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. 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 OnePageCRM & Retently using Integrately.

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Ready Workflows For OnePageCRM + Retently Integration

Just click on the workflow you want to automate

Create OnePageCRM contact for new Retently response

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

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Create OnePageCRM note for new Retently response

Retently + OnePageCRM Integration

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Create Your Own OnePageCRM & Retently Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is updated in OnePageCRM
Triggers the automation whenever a contact is updated
Deal is updated in OnePageCRM
Triggers the automation whenever a deal is updated
Contact is created in OnePageCRM
Triggers the automation whenever a new contact is added
Pending deal is created in OnePageCRM
Triggers the automation whenever a pending deal is created
Deal is won in OnePageCRM
Triggers the automation whenever a deal is won
Action is created in OnePageCRM
Triggers the automation whenever a new action is created
Survey response is created in Retently
Triggers the automation whenever a survey response is submitted
Customer is created in Retently
Triggers the automation whenever a new customer is created
Company is created in Retently
Triggers the automation whenever a new company is created
Overall metric score is updated in Retently
Triggers the automation whenever the overall metric score is updated

Create contact in OnePageCRM
Automatically adds a new contact to the database
Add note to a contact in OnePageCRM
Automatically adds a note to a contact
Create note attachment in OnePageCRM
Automatically creates a new note attachment
Search contact by name in OnePageCRM
Automatically find information about a contact using the name
Unsubscribe customer in Retently
Automatically removes customer from mailing list
Create or Update customer in Retently
Automatically creates or updates a customer record
Search customer by email in Retently
Automatically searches for a customer by their email address
Tag a survey response in Retently
Automatically tags a survey response
Search company in Retently
Automatically find information about a company
Create customer and Send survey in Retently
Automatically creates a new customer record and sends a survey to the customer

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Integrate OnePageCRM & 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!

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

OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.

See OnePageCRM 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