Integrate Freshsales Classic with Retently

Sync customer profiles and contact information between Freshsales Classic and Retently, trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or deal closure, and use survey responses to enhance customer relationship strategies.

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About Freshsales Classic

Freshsales Classic is a cloud-based CRM that integrates phone and email, tracks user behavior, and provides lead scoring.

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Freshsales Classic to Retently

1

New Account

Triggers when a new account is created.
2

New Deal

Triggers when a new deal is created.
3

New Task

Triggers when a new task is created.
4

New Contact

Triggers when a new contact is created.
5

New Lead

Triggers when a new lead is created.
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Retently to Freshsales Classic

1

Add Note to Deal

Adds a note to a deal.
2

Add Note to Sales Account

Adds a note to a sales account.
3

Create Contact

Creates a new contact.
4

Create Lead

Creates a new lead.
5

Delete Contact

Deletes an existing contact.
6

Update Account

Updates an existing account.
7

Update Deal

Updates an existing deal.
8

Find Account

Finds an existing account by name.
9

Find Lead

Finds an existing lead by email.
10

Search the matching Leads

Finds existing leads by email.
11

Add Note to Contact

Adds a note to a contact.
12

Add Note to Lead

Adds a note to a lead.
13

Create Account

Creates a new account.
14

Create Deal

Creates a new deal.
15

Create or Update Contact

Updates the existing contact or creates a new contact if it doesn't exist.
16

Lead Convert

Converts a lead.
17

Update Contact

Updates an existing contact; if not found, creates a new one.
18

Update Lead

Updates an existing lead; if not found, creates a new one.
19

Find Contact

Finds an existing contact by email.
20

Search the matching Contacts

Search for matching contacts.

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