Retently Integrations

  • Add customers from new Google Sheets rows to Retently and send them surveys

    Storing contact information in a spreadsheet? This integration will let you reach out for their opinion at scale. Once you turn it on, it will capture new rows you add on Google Sheets and create customers on Retently for each one, following up by sending them an email survey to get their feedback.

    Note: Your spreadsheet must have a column containing customer emails for this integration to work

    How this Google Sheets-Retently integration works

    1. A new spreadsheet row is added to a Google Sheets file
    2. Zapier creates a customer to Retently and sends an email survey

    Apps involved

    • Google Sheets
    • Retently
  • Add new Shopify customers to Retently and survey them

    A great time to survey your customers is right after they've made a purchase. This Zapier integration makes this a snap! Each new customer coming through your Shopify store will get added to Retently, where they will receive a survey to be filled out. Gather immediate feedback about the your store, purchased products, or other important data that you need to make your customer's experience great.

    How this Shopify-Retently integration works

    1. A new customer is added to Shopify
    2. Zapier adds the customer to Retently and sends a survey

    Apps involved

    • Shopify
    • Retently
  • Add new Workable candidates to Retently and send transactional email NPS surveys

    The experience of a new applicant can provide valuable insights. Set up this integration and every new candidate you add to Workable will also be added to Retently. They will then receive a survey automatically, letting you gather their opinion at just the right time.

    How this Workable-Retently integration works

    1. A new candidate is created within your Workable instance.
    2. Zapier automatically imports the new candidate to Retently, and sends them an email survey

    Apps involved

    • Workable
    • Retently
  • Add new HubSpot contacts to Retently

    Need to keep your lists updated on all your apps? This integration, once active, will automatically copy all new contacts from HubSpot to your Retently account. You can also attach custom tags to your imported contacts so it's easier to segment your audience later. Now you can add specific segments of contacts to NPS campaigns and start collecting customer feedback!

    How this HubSpot-Retently integration works

    1. A new contact is added to HubSpot
    2. Zapier creates the contact in Retently

    Apps involved

    • HubSpot
    • Retently
  • Add new HubSpot contacts from a list to Retently and send them surveys

    If you're looking for a way to get feedback at scale, try this workflow. Whenever a contact is added to a specified list in HubSpot, Zapier can automatically copy the contact to Retently. On top of that, this integration will also send them an email survey, so you can match the right questions with the right segments easily.

    *Note: This Zapier integration doesn't import old customer from a specified HubSpot list, only new contacts after you've set it up.

    How this HubSpot-Retently integration works

    1. A new contact is added to the specified HubSpot list
    2. Zapier creates the customer in Retently and sends a transactional email NPS survey

    Apps involved

    • HubSpot
    • Retently
  • Create HubSpot calendar tasks for new customer responses in Retently

    Speedy support makes for happy customers. After you turn on this integration, whenever a customer responds to your Retently survey, Zapier will automatically create a new calendar task in HubSpot for them. This way, your Customer Success team can follow-up to new responses and close the feedback loop as soon as possible.

    How this Retently-HubSpot integration works

    1. A new survey response is received in Retently
    2. Zapier creates a new calendar task in HubSpot

    Apps involved

    • Retently
    • HubSpot
  • Send Retently surveys to prospects after deals are updated in Pipedrive

    After your sales team closes a deal, getting customer feedback will help you focus on what went right and avoid what didn't. Set up this integration and we'll help by creating a customer in Retently and sending them a survey whenever you mark a deal as won on Pipedrive, making sure that contact has the chance to help you grow.

    Note: Be sure to change the trigger option so that only deals marked "Won" activate this Zap

    How this Pipedrive-Retently integration works

    1. An existing deal is updated in Pipedrive
    2. Zapier creates a contact on Retently and sends them an email survey

    Apps involved

    • Pipedrive
    • Retently
  • Update Mixpanel profiles with new Retently NPS survey responses

    Make sure your analytics always rely on the latest data by using automation to keep them fresh. After you turn on this integration, it will automatically catch the info from any new Retently survey response and create a Mixpanel profile for you or update one if it already exists so you always have the latest scores and feedback.

    *Note: This Zapier integration doesn't update profiles with already received survey responses, only new responses after you've set it up.

    How this Retently-Mixpanel integration works

    1. A new survey response is received in Retently
    2. Zapier automatically creates a new profile or update properties of an existing profile in Mixpanel

    Apps involved

    • Retently
    • Mixpanel
  • Add new Zendesk users to Retently

    The users you support are also great sources of feedback. Let this automation make sure your records are ready for you to reach out as needed. After you turn it on, Zapier will create a user in Retently whenever you add a user on Zendesk, so you can add users to NPS campaigns and send surveys whenever you need.

    How this Zendesk-Retently integration works

    1. A new user is created in Zendesk
    2. Zapier creates the user on Retently

    Apps involved

    • Zendesk
    • Retently
  • Send Retently email NPS surveys to customers after tickets are closed in Groove

    Measure your customers' satisfaction after interactions with your support team and you'll become more efficient. Turn on this integration, and when a ticket is marked as closed in Groove, Zapier will create the customer in Retently and will send an email NPS survey to gather feedback.

    How this Groove-Retently integration works

    1. A ticket is marked as closed in Groove
    2. Zapier creates the customer on Retently and sends an email survey

    Apps involved

    • Groove
    • Retently
  • Send Transactional NPS surveys to customers that paid for a new order in WooCommerce

    This Zap gives you the possibility to measure your customers' satisfaction after a purchase. Whenever a customer pays for a new order in WooCommerce, they will be added to your Retently account and a Transactional email NPS survey will be triggered.

    This Zap doesn't import customers that have already paid for orders in WooCommerce, only customers that pay for an order after you've set it up.

    How this WooCommerce - Retently integration works:

    1. A new order is paid in WooCommerce.
    2. Zapier creates the customer in Retently and sends an email survey.

    Apps involved

    • WooCommerce
    • Retently
  • Send a Transactional NPS survey to customers that paid for a new order in BigCommerce

    Measure your customers' satisfaction after placing and paying for an order in BigCommerce. Every time a customer pays for a new order, Zapier will create them in Retently. Once the customer was created, Retently will send them a Transactional email NPS survey.

    This Zapier integration doesn't import customers that have already paid for an order in BigCommerce, only customers that pay for an order after you have set it up.

    How this BigCommerce - Retently integration works

    1. A new order is paid in BigCommerce.
    2. Zapier creates the customer in Retently and email survey is triggered.

    Apps involved

    • BigCommerce
    • Retently
  • Create new Trello cards for new Retently customer responses

    Turn customer responses into tasks and work together with your team on closing the feedback loop. When a customer answers to an NPS survey, the response will be added to Trello as a new card.

    How this Retently - Trello integration works

    1. Triggers when a new survey response is received in Retently.
    2. Adds a new card on a specific board and list in Trello.

    Apps involved

    • Retently
    • Trello
  • Create new issues in JIRA for each customer response in Retently

    Keep your team updated with the latest customer feedback. Whenever a customer leaves a new response to your NPS survey, Zapier will create a new issue in JIRA.

    How this Retently - JIRA integration works

    1. Triggers when a new survey response is received in Retently.
    2. Create a new issue, select your own project and issue type in JIRA.

    Apps involved

    • Retently
    • JIRA
  • Analyze Retently feedback with MonkeyLearn and tag new responses

    Struggling to analyze all of your open-ended feedback on Retently? With this zap, you will be able to automatically process answers with MonkeyLearn. When a new response is received in Retently, MonkeyLearn will analyze the content and classify the answer according to aspect or sentiment. The results will be sent back to Retently to tag the customer response on the platform.

    How it works

    1. A new customer response is completed in Retently
    2. MonkeyLearn analyzes the response and gets the corresponding aspect or sentiment
    3. The customer response is tagged in Retently

    Apps involved

    • Retently
    • MonkeyLearn

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Retently Integration Details

Launched on Zapier December 22, 2016

Zapier combines Triggers (like "Customer Unsubscribed") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Retently Triggers, Searches, and Actions are supported by Zapier:

Create Customer

Creates a new customer.

Unsubscribe Customer

Unsubscribes a customer.

Create Customer and Send Survey

Creates a new customer (if one does not exist) and sends a survey to the customer immediately.

Tag a Survey Response

Adds a tag to a survey response.

Customer Unsubscribed

Triggers when a customer unsubscribes.

New Survey Response

Triggers when a new survey response is received.

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Retently NPS helps you efficiently measure customer satisfaction, collect valuable client feedback that you can act on.