Retently and Salesflare
How to connect Retently
- Via Zapier — 14 operations available. Set it up ↗
- Via Make — 9 modules available. Set it up ↗
What you can automate
- When new Survey Response in Retently, find or create contact in Salesflare.
- When company Score Updated in Retently, find or create account in Salesflare.
About Retently
Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys. Collect, analyze, and act on valuable customer feedback.
Retently operations on Zapier
Triggers (5)
Start a workflow when this happens
- Campaign Score Updated — Triggers when the survey campaign’s score (NPS, CSAT, CES) is updated.
- Company Score Updated — Triggers when a company’s score (NPS, CSAT, CES) is updated.
- Customer Unsubscribed — Triggers when a customer opts out of surveys.
- New Survey Response — Triggers when a new survey response is received.
- Overall Metric Score Updated — Triggers when the score is updated for a particular metric (NPS, CSAT, CES).
Actions (7)
Things Salesflare can make it do
- Apply Tag to Response — Adds a tag to a survey response.
- Apply Topic to Response — Adds a topic to a survey response.
- Create or Update Customer — Creates a new customer or updates an existing one.
- Find Customer — Find Customer
- Schedule a Web In-App Survey — Create a new contact or update an existing one, and schedule a web in-app survey.
Show 2 more actions
- Send an Email Survey — Create a new contact or update an existing one, and send and trigger an email survey.
- Unsubscribe Customer — Unsubscribes a customer.
Searches (2)
Look up existing records
- Find Company — Find a company by domain, name, or ID.
- Find Customer by Email — Find a customer in Retently by email address.
Retently operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Survey Responses — Watches for survey responses
Actions (7)
Things Salesflare can make it do
- Create Customers and Send Survey — Creates new customers or updates the existing ones and send a transactional survey.
- Create a Customer — Creates a customer.
- Delete a Customer — Deletes a customer.
- Make an API Call — Performs an arbitrary authorized API call.
- Tag a Survey Response — Adds a tag to a survey response.
Show 2 more actions
- Unsubscribe Customers — Unsubscribes customers.
- Update a Customer — Updates a customer.
Searches (1)
Look up existing records
- List Customers — Returns a list of customers with specified fields.
Similar apps
Typeform Helps you ask awesomely online.
Popular Zapier Make
Gravity Forms WordPress plugin to easily create powerful forms.
Popular Zapier Make
Unbounce Crazy simple to do landing pages.
Popular Zapier Make
Poptin Convert more visitors into customers.
Native Zapier Make
Facebook Lead Ads Generate leads from Facebook.
Zapier Make
Google Forms Collect data from the web.
Zapier Make
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free