Create PerfexCRM customer for new Retently response
Retently + PerfexCRM Integration
PerfexCRM + Retently Integration
Connect PerfexCRM to Retently in 1 click
Free forever.Use premium features free for 14 days.1.
Survey response is created in Retently- Customer is created in Retently
- Company is created in Retently
- Overall metric score is updated in Retently
2.
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Ready Workflows for PerfexCRM + Retently Integration
Just click on the workflow you want to automate
Most popular automations
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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Top 10 Most Popular PerfexCRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
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Create PerfexCRM contact for new WHMCS contact
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Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
Create PerfexCRM contact for new WPForms form submission
Create PerfexCRM contact for new WHMCS contact
Create PerfexCRM contact for new Google Sheets row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Top 10 Most Popular Retently Automations from
Integrately Community
Most popular
01
Send ClickSend SMS message for new Retently response
02
Send Twilio sms for new Retently response
03
Send SendGrid email for new Retently response
04
Send ManyChat message for new Retently response
05
Send MessageBird message for new Retently response
Most popular
01
Send ClickSend SMS message for new Retently response
02
Send Twilio sms for new Retently response
03
Send SendGrid email for new Retently response
04
Send ManyChat message for new Retently response
05
Send MessageBird message for new Retently response
06
Send Telnyx message for new Retently response
07
Send SMS Idea message for new Retently response
08
Send sms77 message for new Retently response
09
Send Burst SMS message for new Retently response
10
Send Postmark message for new Retently response
How Integrately Works?
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2
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Connect PerfexCRM + Retently Now 
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You Can Also Connect PerfexCRM or Retently With 1400+ Other Apps
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
Retently
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.
