Salesforce integration with Retently
With the Salesforce integration with Retently, you can sync contacts from Salesforce with Retently to receive Retently survey results directly in Salesforce and easily filter survey results by customer segment, region, product, or any contact field available in Salesforce.
Add a Retently webhook link to your Salesforce workflow rule and send polls via transactional email when contacts or accounts trigger specific events, such as when a case is marked closed or when their properties are updated.