LeadSimple Retently

Log survey feedback directly to CRM activity logs

When a customer completes a survey in Retently, automatically log the activity under their profile in LeadSimple so reps see customer sentiment.

Try:

See all LeadSimple + Retently integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

LeadSimple Explore LeadSimple →

Triggers
New lead created

Fires when a new lead or contact is created in LeadSimple.

Deal stage changed

Fires when a deal moves to a new stage in LeadSimple.

Deal won

Fires when a deal is marked won in LeadSimple.

Contact updated

Fires when a field on a contact changes in LeadSimple.

Actions
Create or update contact

Creates or updates a contact in LeadSimple.

Create deal

Creates a new deal in LeadSimple.

Update deal stage

Moves a deal to a new stage in LeadSimple.

Log activity

Logs a call, email, or note against a record in LeadSimple.

Retently Explore Retently →

Triggers
New form response

Fires when a form is submitted in Retently.

Survey completed

Fires when a respondent finishes a survey in Retently.

Response updated

Fires when an existing response is edited in Retently.

Actions
Create or update form

Creates or updates a form or survey in Retently.

Retrieve a response

Looks up a specific form response in Retently.

Add a respondent

Adds a respondent or contact to a form in Retently.

Convert form responses into CRM contacts When a prospect submits a new form response in Retently, automatically create or update their contact profile in LeadSimple. See details
Send customer feedback surveys on closed deals When a deal is marked won in LeadSimple, automatically add the customer as a respondent in Retently to gather post-sale feedback. See details

See all LeadSimple + Retently integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log survey feedback directly to CRM activity logs” between LeadSimple and Retently?

Yes — describe it in the box above and Knit's Integrations Agent researches LeadSimple and Retently's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in LeadSimple?

Yes, inbound responses from Retently can instantly generate new lead records or deals in LeadSimple without manual data entry.

Can I send survey invitations based on deal updates in LeadSimple?

Yes, when a deal is won or updated in LeadSimple, you can automatically add the contact as a respondent in Retently to collect feedback.

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