PerfexCRM + Retently Integration

Connect PerfexCRM to Retently in 1 click

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Popular PerfexCRM + Retently Workflows

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Retently + PerfexCRM Integration

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.
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PerfexCRM + Retently Integration
1.
  • 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.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • 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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