

Retently + Tars Integration
Integrate Retently to Tars in one click, or tell Integrately AI how you want each customer handled. Capture chat interactions, create customer records, search existing accounts, tag feedback, and sync your workflow automatically.
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Ready Workflows for Retently + Tars Integration
Capture chat interactions, create customer profiles, update records, tag responses, and sync data across platforms, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Retently + Tars flow
Sync your chat leads to CRMs, notify teams on messaging apps, and log feedback in spreadsheets for deeper analysis. Pick a combination and activate it in one click.


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Hubspot (3)
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Slack (3)
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Intercom (3)
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Google Sheets (3)
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Gmail (3)
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Notion (3)
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When a conversation starts in Tars, create or update the customer in Retently and create a contact in HubSpot.
New chat visitors from Tars appear in Retently as updated customer profiles and land in HubSpot as new contacts instantly.
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When a conversation starts in Tars, search for the customer by email in Retently and create a deal in HubSpot.
Lookup existing customer profiles in Retently from Tars chats and create qualified deals in HubSpot automatically.
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When a conversation starts in Tars, create customer and send survey in Retently, and update the contact in HubSpot.
Trigger satisfaction surveys in Retently from Tars chats and update your HubSpot contacts in one automated flow.
Supported triggers and actions for Retently and Tars
Mix and match to build the exact automation you need

Retently Triggers & Actions

Tars Triggers & Actions
Instant
Conversation is started with chatbot in Tars
Triggers the automation when a new conversation is initiated with a chatbot
Try it → What can you automate with Retently + Tars?
Streamline your customer feedback collection and lead generation by connecting chat interactions directly to your satisfaction surveys and customer records.
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Capture chat visitors as Retently customer records
Turn every incoming Tars conversation into a newly created or updated customer profile in Retently instantly. Eliminate manual data entry and ensure every visitor is tracked.
📋
Extract and save all submitted chat fields
Map every questionnaire answer and visitor detail collected during your Tars chatbot session directly into Retently data fields. Keep complete profiles without missing key inputs.
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Notify your team the moment a chat starts
Trigger instant team notifications whenever a new visitor initiates a conversation in Tars. Keep your support and sales staff alert to incoming inquiries without delay.
🔀
Route records based on submitted responses
Execute different follow-up actions in Retently depending on specific customer inputs and scores submitted during your chat sessions. Direct every lead down the right path.
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Keep customer profiles updated continuously
Ensure customer details, survey feedback, and metric scores stay synchronized between Tars interactions and Retently databases. Prevent outdated records from lingering.
🔍
Search existing customers before creating records
Look up customer records by email in Retently before processing new Tars chat sessions. Avoid duplicate entries and maintain clean database hygiene.
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Trigger surveys upon chat completion
Automatically send satisfaction surveys in Retently as soon as a visitor finishes interacting with your Tars chatbot. Collect feedback at the peak of engagement.
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Extend your workflow to team messaging apps
Connect your Tars and Retently automation flow to Slack to broadcast real-time updates and customer feedback directly where your team collaborates.
And much more...
Who is Retently + Tars integration for?
Customer success leaders, support managers, and sales teams who rely on chat feedback and satisfaction surveys can eliminate manual data entry and keep records instantly updated.
Customer success managers
Support team leads
Client account directors
Sales development reps
Operations coordinators
CRM administrators
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Customer success managers
You're tracking survey responses and overall metric scores in Retently, but your reporting dashboards only update when someone manually exports data, so the satisfaction metrics you review are always a few hours behind — with this integration, every chat interaction instantly updates your records and keeps your reports current.
⚡
Support team leads
You're collecting customer feedback through Retently surveys, but urgent issues get buried when agents miss incoming chat queries in Tars, so problems linger before anyone notices — automating both apps means every chat conversation is captured immediately and your team can resolve issues without delay.
🤝
Client account directors
You're updating client files when survey scores change in Retently, but manual logging delays client reviews and leaves stakeholders waiting for accurate satisfaction data — this integration means every interaction flows straight into your tracking systems so client reviews always reflect real-time metrics.
📈
Sales development reps
You're creating customer records for every chat lead from Tars, but high visitor volume overwhelms manual entry and leaves hot prospects sitting unattended — connecting these apps means every conversation automatically populates your customer database so no lead ever slips through the cracks.
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Operations coordinators
You're managing handoffs between chat lead capture and customer profile creation in Retently, but manual transfers cause bottlenecks and miscommunication between teams — automating both apps means every visitor interaction triggers instant record creation so your downstream teams can start work without waiting.
🗂️
CRM administrators
You're maintaining customer histories across Retently and your core databases, but manual data entry introduces errors and leaves frustrating gaps in your audit trails — with this integration, every survey response and chat session logs cleanly so your customer history remains complete and reliable.

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 Retently + Tars
Build and manage your Retently + Tars automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Retently + Tars 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.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Retently + Tars Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Retently to Tars?
You can connect Retently to Tars in 1 click using ready workflows on Integrately, or ask Integrately AI to build your custom automation. It links smoothly with Hubspot, Slack, Intercom, and 1,500+ other apps.
Can I automatically create customer records in Retently when a chat starts in Tars?
Can I connect Retently, Tars, and Slack?
What is a good Zapier alternative for Retently and Tars?
How does Retently handle survey responses and customer data?
How does Tars handle incoming chatbot conversations?
Can I automate Retently and Tars without writing any code?
Is the Retently and Tars integration free?
Didn't find the answer you were looking for?
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?
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