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Integrate Zoho CRM with Retently using Zapier

Automatically send NPS surveys to new leads and customers. Export NPS & CSAT scores and feedback and attach them to the contacts in Zoho CRM.

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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Zoho CRM to Retently NPS

1

New Module list

Send an NPS survey or add contact in Retently when a new module list is added.
2

New Contact

Send an NPS survey or add contact in Retently when you add a new Zoho contact.
3

New User

Send an NPS survey or add contact in Retently when you add a new user to your Zoho CRM account.
4

New Lead

Send an NPS survey or add contact in Retently when you add a new lead.
5

New Entry (instant)

Send an NPS survey or add contact in Retently when any new item is added to a specific module (instant).
6

New Entry

Send an NPS survey or add contact in Retently when any new item is added to a specific module.
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Retently NPS to Zoho CRM

1

Create Contact

Adds a new contact.
2

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.
3

Create Lead

Adds a new lead.
4

Create/Update Module Entry

Advanced feature: adds data to a specific module. Can be used to update an existing module entry too.
5

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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