Integrate Zendesk Sell with Retently

Trigger NPS/CSAT surveys after closing deals or significant sales interactions, sync customer contact information and sales history to enhance customer feedback analysis, and use survey responses to inform sales strategies and customer relationship management.

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RetentlyZendesk Sell logo

About Zendesk Sell

Zendesk Sell is a sales automation tool designed to increase productivity and enhance pipeline visibility for sales teams. It supports managing contacts, deals, and tasks within the sales process.

Zendesk Sell logoRetently

Zendesk Sell to Retently

1

New Contact

Triggers when a new contact is created.
2

New Deal

Triggers when a new deal is created.
3

Updated Deal

Triggers when an existing deal is updated.
4

Updated Lead

Triggers when an existing lead is updated.
5

New Product in Catalog

Triggers when a new product in catalog is created.
6

Updated Contact

Triggers when an existing contact is updated.
7

Deal Enters New Stage

Triggers when a deal enters a new stage.
8

New Lead

Triggers when a new lead is created.
9

New Note

Triggers when a new note is created.
10

New Task

Triggers when a new task is created.
RetentlyZendesk Sell logo

Retently to Zendesk Sell

1

Create Company

Creates a new company.
2

Create Person

Creates a new person.
3

Create Deal

Creates a new deal.
4

Stop Sequence Enrollments

Stops sequence enrollments for a given lead.
5

Create Lead

Creates a new lead.
6

Create Note

Creates a new note for an existing lead, contact, or deal.
7

Update Product in Catalog

Updates an existing product in catalog.
8

Find Company

Finds a company by Company ID, name, or email address.
9

Find Person

Finds a person by Person ID, name, or email address.
10

Find Deal Source

Finds a deal source by ID or name.
11

Find Lead Source

Finds a lead source by ID or name.
12

Find Sequence

Finds a sequence by Sequence ID or name.
13

Find User

Finds a user by ID, email, or name.
14

Find or Create Person

Finds a contact by Contact ID, name, or email address; optionally, create one if none are found.
15

Find or Create Lead

Finds a lead by ID, company name, name, or email address; optionally, create one if none are found.
16

Update Company

Updates an existing company.
17

Update Person

Updates an existing person.
18

Update Deal

Updates an existing deal.
19

Create Sequence Enrollment

Creates a sequence enrollment for a given lead.
20

Update Lead

Updates an existing lead.
21

Create Product in Catalog

Creates a new product in catalog.
22

Create Task

Creates a new task.
23

Find Contact

Finds a contact by Contact ID, name, or email address.
24

Find Deal

Finds a deal by Deal ID or name.
25

Find Lead

Finds a lead by ID, company name, name, or email address.
26

Find Product in Catalog

Finds a product by ID, name, or SKU.
27

Find Deal Stage

Finds a deal stage by ID or name.
28

Find or Create Company

Finds a company by Company ID, name, or email address; optionally, create one if none are found.
29

Find or Create Deal

Finds a deal by Deal ID or name; optionally, create one if none are found.
30

Find or Create Product in Catalog

Finds a product by ID, name, or SKU; optionally, create one if none are found.

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