Sync NPS scores with Freshsales and trigger NPS surveys from Freshsales with Retently NPS.
With Retently NPS & Freshsales Integration via Zapier, you can: send an NPS survey or add contact in Retently when a new lead is created or creates a new lead when an NPS score is received.
Retently helps you efficiently measure customer satisfaction, collect valuable client feedback that you can act on, prevent customer churn, and turn Detractors into Promoters.
Retently NPS will send your customers a single question satisfaction survey. They will give your business a score and provide additional feedback. Your Net Promoter Score will be calculated based on the survey responses.
Zapier lets you connect Retently to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Getting Started with Zapier
Sign up for a free Zapier account, from there you can jump right in.
How do I connect Retently to Zapier?
1. Log in to your Zapier account or create a new account.
2. Navigate to "Connected Accounts" from the top menu bar.
3. Now click on "Connect new account" and search for "Retently"
4. Use your credentials to connect your Retently account to Zapier.
5. Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.