Pipefy + Retently Integration

Q: Can I automatically create a Pipefy card when a survey response is created in Retently?

Yes, you can automatically create a Pipefy card when a survey response is created in Retently using ready workflows on Integrately.

Q: Can I connect Pipefy, Retently, and Slack?

Yes, you can connect Pipefy, Retently, and Slack together in a multi-step workflow to send alerts when survey responses arrive, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Pipefy and Retently?

Most alternatives lack 24/5 live chat support and ready workflows, but Integrately offers robust 1-click automations for Pipefy and Retently with 42,000+ active users.

Q: How does Pipefy handle data updates in this integration?

You can update card fields in Pipefy automatically whenever survey responses or customer events occur in Retently using 1-click automations on Integrately.

Q: Can I tag survey responses in Retently based on Pipefy workflow updates?

Yes, you can tag a survey response in Retently automatically when a card is moved or completed in Pipefy.

Q: Is coding required to automate Pipefy and Retently?

No coding is required to connect Pipefy and Retently. You can use ready templates or build custom flows with Integrately AI.

Q: Is the Pipefy and Retently integration free?

You can start automating Pipefy and Retently with a free forever plan available on Integrately.

Integrate Pipefy to Retently in one click, or tell Integrately AI how you want each card handled. Collect survey responses, update customer profiles, alert your team, and track feedback automatically.

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Card is created in Pipefy Instant
Card is moved in Pipefy Instant
Card field is updated in Pipefy Instant
Card is completed in Pipefy Instant
Card gets late in Pipefy Instant
Card is expired in Pipefy Instant
Card becomes overdue in Pipefy Instant
Survey response is created in Retently
Customer is created in Retently
Company is created in Retently
Overall metric score is updated in Retently

Update card field in Pipefy
Create card in Pipefy
Search card in Pipefy
Unsubscribe customer in Retently
Create or Update Customer in Retently
Search customer by email in Retently
Tag a survey response in Retently
Search company in Retently
Create customer and Send survey in Retently

Trusted by experts at...

Ready Workflows for Pipefy + Retently Integration

Collect feedback, update customer profiles, trigger follow-up surveys, and track satisfaction scores, all in just one click.

Create Pipefy card for new Retently response

Any time a new Retently response is submitted, this Retently - Pipefyintegration will create a new card in Pipefy so that the relevant team can track progress. This will ensure that every response is followed up in a timely fashion.

In addition, the Pipefy card will provide a clear record of what has been done and what still needs to be done in order to address each response. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Retently response is dealt with effectively.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + Retently flow

Sync customer satisfaction data with your CRM, messaging tools, and spreadsheets to keep teams aligned. Pick a combination and activate it in one click.

Salesforce (8)

Hubspot (8)

Slack (8)

Gmail (8)

Airtable (8)

Google Sheets (8)

Create a Salesforce contact for every Retently customer created, and update the card in Pipefy

New Retently customers appear in your Salesforce account instantly and update your Pipefy card, ensuring your customer records stay synchronised.

Create a Salesforce task whenever a survey response is created in Retently, and update Pipefy

Survey feedback in Retently automatically generates a Salesforce task and updates your Pipefy operations.

When a Pipefy card is moved, update the Salesforce record and tag the Retently response

Card movements in Pipefy update your Salesforce account and tag the corresponding Retently survey response.

Create a Salesforce lead for every company created in Retently, and create a card in Pipefy

New company profiles in Retently automatically generate a Salesforce lead and a tracking card in Pipefy.

If a Retently overall metric score is updated, update the Salesforce account and Pipefy card

Metric score changes in Retently trigger updates across your Salesforce account and Pipefy operational cards.

When a Pipefy card is completed, update the Salesforce account and unsubscribe the Retently customer

Completed Pipefy cards update Salesforce accounts and unsubscribe customers in Retently when projects conclude.

Use Claude to summarise every Retently survey response, create a Salesforce note, and update Pipefy

AI summarises survey feedback, adding structured notes to Salesforce and updating your Pipefy operations card.

Turn every Retently survey response into a Salesforce case, create a Pipefy card, and notify Slack

Survey feedback generates a Salesforce case, opens a Pipefy card, and alerts your team on Slack.

Create a HubSpot contact for every Retently customer created, and update the Pipefy card

New Retently customers are added to HubSpot automatically while keeping your Pipefy workflows fully updated.

Create a HubSpot deal when a survey response is created in Retently, and update Pipefy

Survey responses in Retently trigger new deals in HubSpot and update your operational workflows in Pipefy.

When a Pipefy card is updated, update the HubSpot contact and tag the Retently response

Card updates in Pipefy refresh your HubSpot contact records and tag related Retently responses.

Create a HubSpot company for every company created in Retently, and create a Pipefy card

New company records in Retently automatically populate HubSpot and generate operational cards in Pipefy.

If an overall metric score is updated in Retently, update HubSpot and update Pipefy

Metric score shifts in Retently update HubSpot company data and refresh operational cards in Pipefy.

When a Pipefy card gets late, update the HubSpot deal and unsubscribe the Retently customer

Overdue Pipefy cards update HubSpot deals and process customer unsubscribes in Retently.

Use ChatGPT to analyse survey sentiment in Retently, update HubSpot, and update Pipefy

AI evaluates survey sentiment in Retently, updates HubSpot properties, and logs insights in Pipefy.

Turn every Retently survey response into a HubSpot ticket, create a Pipefy card, and notify Slack

Survey responses open HubSpot tickets, create Pipefy operational cards, and alert your support team on Slack.

Notify your team in Slack when a survey response is created in Retently, and update the Pipefy card

New survey responses in Retently post instant notifications to Slack and update your operational Pipefy cards.

Post a Slack alert when a customer is created in Retently, and create a card in Pipefy

New customer signups in Retently announce themselves in Slack while creating a tracking card in Pipefy.

When a Pipefy card is completed, notify your team in Slack and tag the Retently response

Completed Pipefy cards post success updates in Slack and tag the corresponding Retently response.

Send a Slack notification when a company is created in Retently, and create a Pipefy card

New company creations in Retently trigger Slack channel alerts and new tracking cards in Pipefy.

If a Retently survey response is negative, notify the support channel in Slack and update Pipefy

Negative survey responses in Retently instantly alert your Slack support channel and update Pipefy.

When a Pipefy card becomes overdue, alert your team in Slack and unsubscribe the Retently customer

Overdue Pipefy cards trigger warning alerts in Slack and process customer unsubscribes in Retently.

Use Gemini to summarise survey feedback in Retently, post the brief in Slack, and update Pipefy

AI summarises survey feedback in Retently, posts the brief to Slack, and updates your Pipefy card.

Turn every Retently survey response into a Slack alert, create a Pipefy card, and log it in Google Sheets

Survey responses notify Slack, create Pipefy operational cards, and log details in Google Sheets.

Send a Gmail confirmation email when a customer is created in Retently, and update the Pipefy card

New Retently customers receive a welcome email via Gmail while updating your operational Pipefy cards.

Send an email in Gmail when a survey response is created in Retently, and update the Pipefy card

Survey responses in Retently trigger notification emails in Gmail and update your Pipefy workflow.

When a Pipefy card is moved, send a status update email in Gmail and tag the Retently response

Card stage movements in Pipefy trigger Gmail status emails and tag related Retently survey responses.

Send a welcome email in Gmail when a company is created in Retently, and create a Pipefy card

New company profiles in Retently trigger Gmail welcome emails and create tracking cards in Pipefy.

If an overall metric score updates in Retently, email management in Gmail and update Pipefy

Metric score updates in Retently trigger summary emails in Gmail and refresh Pipefy operational cards.

When a Pipefy card gets late, email the manager in Gmail and unsubscribe the Retently customer

Delayed Pipefy cards trigger warning emails in Gmail and process customer unsubscribes in Retently.

Use Perplexity to research customer feedback in Retently, email the brief via Gmail, and update Pipefy

AI researches feedback context in Retently, emails a brief via Gmail, and updates your Pipefy card.

Turn every Retently survey response into a Gmail notification, create a Pipefy card, and log in Google Sheets

Survey responses send Gmail alerts, create Pipefy operational cards, and log rows in Google Sheets.

Add every new Retently customer to your Airtable base, and update the Pipefy card

New Retently customers populate your Airtable base instantly and update your Pipefy operational cards.

Log every survey response in Airtable when created in Retently, and update the Pipefy card

Survey responses in Retently create new rows in Airtable and update your Pipefy operations.

When a Pipefy card is moved, update the Airtable record and tag the Retently response

Card stage updates in Pipefy refresh Airtable records and tag the corresponding Retently response.

Create an Airtable record for every company created in Retently, and create a Pipefy card

New company profiles in Retently add records to Airtable and generate tracking cards in Pipefy.

If an overall metric score updates in Retently, update Airtable and update Pipefy

Metric score updates in Retently refresh Airtable records and update operational Pipefy cards.

When a Pipefy card is completed, update the Airtable record and unsubscribe the Retently customer

Completed Pipefy cards update Airtable records and unsubscribe customers in Retently.

Use ChatGPT to summarise survey feedback in Retently, save the summary in Airtable, and update Pipefy

AI summarises survey feedback in Retently, stores briefs in Airtable, and updates your Pipefy card.

Turn every Retently survey response into an Airtable record, create a Pipefy card, and notify Slack

Survey responses populate Airtable, create Pipefy operational cards, and post alerts to Slack.

Add every new Retently customer to a Google Sheets row, and update the Pipefy card

New Retently customers log new rows in Google Sheets and update your Pipefy operational cards.

Log every survey response in Google Sheets when created in Retently, and update the Pipefy card

Survey feedback in Retently logs new spreadsheet rows in Google Sheets and updates Pipefy.

When a Pipefy card is moved, update the Google Sheets row and tag the Retently response

Card stage movements in Pipefy update Google Sheets rows and tag related Retently survey responses.

Create a Google Sheets row for every company created in Retently, and create a Pipefy card

New company profiles in Retently add rows to Google Sheets and generate tracking cards in Pipefy.

If an overall metric score updates in Retently, update Google Sheets and update Pipefy

Metric score updates in Retently refresh Google Sheets rows and update operational Pipefy cards.

When a Pipefy card is completed, update the Google Sheets row and unsubscribe the Retently customer

Completed Pipefy cards update Google Sheets rows and process customer unsubscribes in Retently.

Use Claude to summarise survey feedback in Retently, log the summary in Google Sheets, and update Pipefy

AI summarises survey feedback in Retently, logs notes in Google Sheets, and updates your Pipefy card.

Turn every Retently survey response into a Google Sheets row, create a Pipefy card, and notify Slack

Survey responses populate Google Sheets, create Pipefy operational cards, and post alerts to Slack.

Supported triggers and actions for Pipefy and Retently

Mix and match to build the exact automation you need

Pipefy Triggers & Actions

Instant

Card is created in Pipefy

Triggers the automation when a card is archived

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Instant

Card is moved in Pipefy

Triggers the automation when a card is moved in the workflow

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Instant

Card field is updated in Pipefy

Triggers the automation when a card field is updated

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Instant

Card is completed in Pipefy

Triggers the automation when a card is marked as completed

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Instant

Card gets late in Pipefy

Triggers the automation when a card gets late

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Instant

Card is expired in Pipefy

Triggers the automation when a card expires

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Instant

Card becomes overdue in Pipefy

Triggers the automation when a card is past its due date

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Retently Triggers & Actions

Survey response is created in Retently

Triggers the automation when a survey response is submitted

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Customer is created in Retently

Triggers the automation when a new customer is created

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Company is created in Retently

Triggers the automation when a new company is created

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Overall metric score is updated in Retently

Triggers the automation when the overall metric score is updated

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What can you automate with Pipefy + Retently?

Streamline customer feedback and workflow execution by connecting customer surveys directly to your operational processes.

Get Started For Free

🔄

Trigger operational cards from survey responses

Automatically generate a new card in Pipefy the moment a survey response is created in Retently, ensuring feedback goes straight to your operations team.

📋

Capture every submitted feedback field

Map all survey answers and scores into your Pipefy card fields instead of just basic contact info, giving your team complete context for review.

🔔

Alert your team instantly on feedback

Notify stakeholders the second a customer submits a score or comment, allowing rapid response to critical satisfaction metrics.

🔀

Route workflows based on survey scores

Send negative feedback down an urgent remediation track while routing positive responses to account expansion workflows automatically.

🔄

Keep records updated as stages change

Synchronise status updates between your Pipefy cards and Retently customer profiles as operational work progresses from start to finish.

🔍

Prevent duplicates with smart matching

Search existing customer and company records before creating new entries, keeping your databases clean and organized.

⏱️

Handle later status changes and overdue tasks

Manage overdue operational cards by triggering automated status updates and customer unsubscribe actions when necessary.

🔌

Extend your workflow to Slack

Connect your core Pipefy and Retently automation to Slack to broadcast critical updates directly to your team channels.

And much more...

Who is Pipefy + Retently integration for?

Connecting Pipefy and Retently helps customer success and operations teams streamline feedback loops, resolve issues faster, and keep satisfaction tracking accurate.

Customer Success Directors

Operations Managers

Account Managers

Support Team Leads

Process Engineers

Quality Assurance Specialists

📈

Customer Success Directors

You review satisfaction metrics and NPS trends to guide strategy, but survey responses sit in silos until someone manually compiles reports, so your performance reviews are always based on outdated numbers — this integration means every survey response updates your operational dashboards instantly and your reporting data stays current.

⚡

Operations Managers

You need to act immediately when customer feedback indicates an operational bottleneck, but notifications arrive too late through manual checks, so issues escalate before your team can intervene — connecting these apps means every critical survey response triggers an immediate workflow card so you can resolve problems before churn occurs.

🤝

Account Managers

You answer to key clients who want proof that their feedback is actively improving service delivery, but tracking task progress separately from survey scores is tedious, so demonstrating accountability takes hours of manual coordination — automating both apps means client survey scores and operational task statuses sync seamlessly, giving stakeholders instant visibility into progress.

📊

Support Team Leads

The volume of customer survey responses and support tickets is too high for anyone to keep up by hand, leading to missed feedback and neglected follow-ups — with this integration, every survey response automatically generates structured operational tasks so high volumes never overwhelm your review process.

🔄

Process Engineers

You own the operational handoff and depend on customer success teams to manually forward survey feedback before you can begin remediation work, causing unnecessary delays — this integration means feedback data flows straight from surveys into your workflow engine the moment it is submitted.

🗂️

Quality Assurance Specialists

You need a reliable history of customer sentiment paired with operational milestones, but manual record-keeping leaves persistent gaps in your audit trail — automating both apps means every customer interaction and workflow update is logged without exception, keeping your history complete and accurate.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Pipefy + Retently

Build and manage your Pipefy + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Pipefy + Retently with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Pipefy to Retently?

You can connect Pipefy to Retently in one click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for you.

Can I automatically create a Pipefy card when a survey response is created in Retently?

Can I connect Pipefy, Retently, and Slack?

What is a good Zapier alternative for Pipefy and Retently?

How does Pipefy handle data updates in this integration?

Can I tag survey responses in Retently based on Pipefy workflow updates?

Is coding required to automate Pipefy and Retently?

Is the Pipefy and Retently integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Pipefy or Retently With 1500+ Other Apps

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Sync Retently with CRM, analytics, and marketing platforms to manage customer satisfaction and feedback.

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Pipefy + Retently Integration

Integrate Pipefy to Retently in one click, or tell Integrately AI how you want each card handled. Collect survey responses, update customer profiles, alert your team, and track feedback automatically.

Trusted by experts at...

Ready Workflows for Pipefy + Retently Integration

Collect feedback, update customer profiles, trigger follow-up surveys, and track satisfaction scores, all in just one click.

Create Pipefy card for new Retently response

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + Retently flow

Sync customer satisfaction data with your CRM, messaging tools, and spreadsheets to keep teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Pipefy and Retently

Mix and match to build the exact automation you need

What can you automate with Pipefy + Retently?

Streamline customer feedback and workflow execution by connecting customer surveys directly to your operational processes.

Who is Pipefy + Retently integration for?

Connecting Pipefy and Retently helps customer success and operations teams streamline feedback loops, resolve issues faster, and keep satisfaction tracking accurate.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Pipefy + Retently

Build and manage your Pipefy + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Pipefy or Retently With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Pipefy + Retently Integration

Integrate Pipefy to Retently in one click, or tell Integrately AI how you want each card handled. Collect survey responses, update customer profiles, alert your team, and track feedback automatically.

Trusted by experts at...

Ready Workflows for Pipefy + Retently Integration

Collect feedback, update customer profiles, trigger follow-up surveys, and track satisfaction scores, all in just one click.

Create Pipefy card for new Retently response

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + Retently flow

Sync customer satisfaction data with your CRM, messaging tools, and spreadsheets to keep teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Pipefy and Retently

Mix and match to build the exact automation you need

What can you automate with Pipefy + Retently?

Streamline customer feedback and workflow execution by connecting customer surveys directly to your operational processes.

Who is Pipefy + Retently integration for?

Connecting Pipefy and Retently helps customer success and operations teams streamline feedback loops, resolve issues faster, and keep satisfaction tracking accurate.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Pipefy + Retently

Build and manage your Pipefy + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Pipefy or Retently With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click