PipelineDeals + Retently Integration

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

Make use of PipelineDeals 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. Combine the benefits of both with Integrately’s PipelineDeals + Retently integration.
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Ready Workflows For PipelineDeals + Retently Integration

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Retently + PipelineDeals Integration

Create PipelineDeals person for new Retently response

When someone completes your Retently, a new person is automatically created in your PipelineDeals. 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 person, so you don't have to waste time manually entering data. Thus, having a Retently - PipelineDeals integration set up makes it easy to manage your customer relationships and grow your business.
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Retently + PipelineDeals Integration

Create PipelineDeals deal for new Retently response

Integrating your PipelineDeals with your Retently, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Retently - PipelineDeals integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Retently + PipelineDeals Integration

Create PipelineDeals task for new Retently response

It's important to stay on top of your customer relationships, and one way to do that is to create PipelineDeals tasks for new Retently responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that PipelineDeals task for new Retently response received today - your customers will thank you for it!
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Create Your Own PipelineDeals & Retently Integration Without Any Code

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PipelineDeals + Retently Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
  • Retently
    Survey response is created in Retently

    Triggers the automation whenever a survey response is submitted

  • Retently
    Customer is created in Retently

    Triggers the automation whenever a new customer is created

  • Retently
    Company is created in Retently

    Triggers the automation whenever a new company is created

  • Retently
    Overall metric score is updated in Retently

    Triggers the automation whenever the overall metric score is updated

2.
  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

  • Retently
    Unsubscribe customer in Retently

    Automatically removes customer from mailing list

  • Retently
    Create or Update customer in Retently

    Automatically creates or updates a customer record

  • Retently
    Search customer by email in Retently

    Automatically searches for a customer by their email address

  • Retently
    Tag a survey response in Retently

    Automatically tags a survey response

  • Retently
    Search company in Retently

    Automatically find information about a company

  • Retently
    Create customer and Send survey in Retently

    Automatically creates a new customer record and sends a survey to the customer

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Integrate PipelineDeals & Retently In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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

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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

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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

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