Accelo + Retently

Process new Retently survey responses to create or update Accelo contacts

Effortlessly manage your contacts in Accelo by connecting it to your Retently survey responses. With this workflow, each time a new survey response is received in Retently, a contact will be created or updated in Accelo. This way, you can easily keep track of customer feedback and ensure your contact information is consistently up-to-date, streamlining your customer relations process.

Effortlessly manage your contacts in Accelo by connecting it to your Retently survey responses. With this workflow, each time a new survey response is received in Retently, a contact will be created or updated in Accelo. This way, you can easily keep track of customer feedback and ensure your contact information is consistently up-to-date, streamlining your customer relations process.

  1. When this happens...
    RetentlyRetently
    New Survey Response

    Triggers when a new survey response is received.

    TriggerPolling
  2. automatically do this!
    AcceloAccelo
    Create/Update Contact

    Creates a new contact or updates a contact if it already exists.

    ActionWrite
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Supported triggers and actions

    • CampaignRequired

    Trigger
    Polling
    Try It
    • MetricRequired

    Trigger
    Polling
    Try It
    • Response IDRequired

    • Response Tags

    Action
    Write
    • E-MailRequired

    Action
    Write
accelo logo
accelo logo

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

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  • Productivity

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retently logo
retently logo

About Retently

Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys. Collect, analyze, and act on valuable customer feedback.
Learn more

Related categories

  • Forms & Surveys

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