IntegrationsquotientRetention.com
quotient + Retention.com

Connect quotient and Retention.com to Build Intelligent Automations

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quotient

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Retention.com

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Frequently Asked Questions

How do I start an integration between quotient and Retention.com?

To start, connect both your quotient and Retention.com accounts to viaSocket. Once connected, you can set up a workflow where an event in quotient triggers actions in Retention.com (or vice versa).

Can we customize how data from quotient is recorded in Retention.com?

Absolutely. You can customize how quotient data is recorded in Retention.com. This includes choosing which data fields go into which fields of Retention.com, setting up custom formats, and filtering out unwanted information.

How often does the data sync between quotient and Retention.com?

The data sync between quotient and Retention.com typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from quotient to Retention.com?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between quotient and Retention.com?

Yes, you can set conditional logic to control the flow of data between quotient and Retention.com. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

quotient

About quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

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Retention.com

About Retention.com

Retention is CRM designed specifically for small businesses. It is a tool to manage customer relationships, streamline operations, and drive business growth.

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