Integrate Freshsales Suite with Retently
Sync customer profiles and contact information between Freshsales and Retently, trigger NPS/CSAT surveys after significant customer interactions like lead conversion or communication milestones, and use survey feedback to enhance customer relationship strategies.
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About Freshsales Suite
Freshsales Suite is a cloud-based CRM platform that integrates phone and email capabilities, user behavior tracking, and lead scoring.
Freshsales Suite to Retently
Contacts Added to a List
Triggers when a contact is added to a list.New Account
Triggers when a new account is created.Contact Updated
Triggers when a contact is updated.New Deal
Triggers when a new deal is created.Deal Updated
Triggers when a deal is updated.Account Updated
Triggers when an account is updated.New Contact
Triggers when a new contact is created.Retently to Freshsales Suite
Create Meeting
Adds a meeting to the selected module.Create Task
Adds a task to the selected module.Create a Record on Custom Module
Creates a new record on a custom module.Create Custom Sales Activity
Creates a custom sales activity for a given deal.Create a Marketing Event
Creates a marketing event for Freshsales Suite accounts.Update Account
Updates an existing account.Update Deal
Updates an existing deal.Find Account
Finds an existing account.Find Contact by Unique Fields
Finds an existing contact.Search the matching Contacts
Finds an existing contact.Add File
Adds a file to selected module records.Add Note to Contact
Adds a note to a contact.Create Account
Creates a new account.Create Contact
Creates a new contact.Create Deal
Creates a new deal.Add Note
Creates a note in the selected module inside Freshsales Suite.Update Contact
Updates an existing contact.Find User
Searches for an existing user with the matching email ID.Find Deal
Searches an existing deal.Search the matching Account
Finds an existing account.
Greg Raileanu
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