Convert form responses into CRM contacts
When a prospect submits a new form response in Retently, automatically create or update their contact profile in Vitally.
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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.
Vitally Explore Vitally →
TriggersFires when a new lead or contact is created in Vitally.
Fires when a deal moves to a new stage in Vitally.
Fires when a deal is marked won in Vitally.
Fires when a field on a contact changes in Vitally.
Creates or updates a contact in Vitally.
Creates a new deal in Vitally.
Moves a deal to a new stage in Vitally.
Logs a call, email, or note against a record in Vitally.
Retently Explore Retently →
TriggersFires when a form is submitted in Retently.
Fires when a respondent finishes a survey in Retently.
Fires when an existing response is edited in Retently.
Creates or updates a form or survey in Retently.
Looks up a specific form response in Retently.
Adds a respondent or contact to a form in Retently.
More Vitally + Retently workflows
Send customer feedback surveys on closed deals
When a deal is marked won in Vitally, automatically add the customer as a respondent in Retently to gather post-sale feedback.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in Retently, automatically log the activity under their profile in Vitally so reps see customer sentiment.
See details
See all Vitally + Retently integrations → · Browse the full workflow library →
Common questions
Can Knit build “Convert form responses into CRM contacts” between Vitally and Retently?
Yes — describe it in the box above and Knit's Integrations Agent researches Vitally 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 Vitally?
Yes, inbound responses from Retently can instantly generate new lead records or deals in Vitally without manual data entry.
Can I send survey invitations based on deal updates in Vitally?
Yes, when a deal is won or updated in Vitally, you can automatically add the contact as a respondent in Retently to collect feedback.