Integrate Zavitac with Retently

Sync customer profiles between Zavitac and Retently to ensure up-to-date contact information and preferences. Use survey responses and score updates to inform customer engagement strategies and improve customer service interactions.

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About Zavitac

Zavitac is a CRM application that helps manage customer relationships and activities. It allows users to create, update, and search for activities, organizations, and deals.

Zavitac logoRetently

Zavitac to Retently

1

New Activity

Triggers when a new activity is created.
2

New Organization

Triggers when a new organization is created.
3

Updated Activity

Triggers when an activity is updated.
4

Updated Deal Status

Triggers when a deal status has been updated.
5

Updated Organization

Triggers when an organization has been updated.
6

New Deal

Triggers when a new deal is created.
7

New Person

Triggers when a new person/contact is created.
8

Updated Deal

Triggers when a deal is updated.
9

Updated Deal Stage

Triggers when a deal stage has been updated.
10

Updated Person

Triggers when a person/contact has been updated.
RetentlyZavitac logo

Retently to Zavitac

1

Create Activity

Creates a new activity.
2

Create Organization

Creates a new organization.
3

Create Product

Creates a product.
4

Update a Deal

Updates a deal with given inputs.
5

Update a Person

Updates a contact person with given inputs.
6

Search for Deals

Finds deals based on a filter.
7

Search for People

Finds people based on a filter.
8

Find or Create Deal

Finds or creates deals based on a filter.
9

Create Deal

Creates a new deal.
10

Create Person

Creates a new person (contact).
11

Update an Activity

Updates an activity with given inputs.
12

Update an Organization

Updates an organization with given inputs.
13

Search for Activities

Finds activities based on a filter.
14

Search for Organizations

Searches for an organization.
15

Search for Products

Finds products based on a filter.
16

Find or Create Organization

Searches for or creates an organization.

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