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SalesforceCRM (Customer Relationship Management)
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- New Survey ResponseTriggers when a new survey response is received.Trigger
- Campaign Score UpdatedTriggers when the survey campaign’s score (NPS, CSAT, CES) is updated.Trigger
- Company Score UpdatedTriggers when a company’s score (NPS, CSAT, CES) is updated.Trigger
- Overall Metric Score UpdatedTriggers when the score is updated for a particular metric (NPS, CSAT, CES).Trigger
- Customer UnsubscribedTriggers when a customer opts out of surveys.Trigger
- Create or Update CustomerCreates a new customer or updates an existing one.Action
- Create Customer and Send SurveyCreates a new customer or updates and existing one and sends a transactional survey.Action
- Tag a Survey ResponseAdds a tag to a survey response.Action
Unsubscribes a customer.
Find a customer in Retently by email address.
Find a company by domain, name, or ID.