Integrate Agendor with Retently

Trigger NPS/CSAT surveys after significant sales milestones or deal closures, sync customer profiles to ensure up-to-date feedback data, and use survey responses to refine sales strategies and improve customer engagement.

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About Agendor

Agendor is a sales improvement platform designed for companies with long sales cycles, providing tools for managing tasks, deals, organizations, and people.

Agendor logoRetently

Agendor to Retently

1

New Task

Triggers when a new Task (Tarefa/Comentário) is created.
2

Deal Lost

Triggers when a Deal (Negócio) is set as lost.
3

Updated Deal

Triggers when a Deal (Negócio) is edited.
4

New Organization

Triggers when a new Organization (Empresa) is created.
5

New Person

Triggers when a new Person (Pessoa) is created.
6

New Deal

Triggers when a new Deal (Negócio) is created.
7

Deal Stage Changed

Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
8

Deal Won

Triggers when a Deal (Negócio) is set as won.
9

Updated Organization

Triggers when an Organization (Empresa) is edited.
10

Updated Person

Triggers when a Person (Pessoa) is edited.
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Retently to Agendor

1

Create Task

Creates a Task (Tarefa/Comentário).
2

Update Deal Status

Updates a Deal Status (Atualizar Status de um Negócio).
3

Update Organization

Updates an Organization (Empresa).
4

Update Person

Updates a Person (Pessoa).
5

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
6

Find Organization

Finds an organization.
7

Find or Create Deal

Finds or Creates a deal.
8

Find or Create Person

Finds or Creates a person.
9

Update Deal Stage

Updates a Deal Stage (Mover Negócio de Etapa).
10

Update Deal Basic Data

Updates a Deal (Negócio).
11

Create or Update Organization

Creates or updates an Organization (Empresa).
12

Create or Update Person

Creates or updates a Person (Pessoa).
13

Find Deal

Finds a deal.
14

Find Person

Finds a person.
15

Find or Create Organization

Finds or Creates an organization.

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