Integrate Zoho CRM with Retently

Integrate to trigger NPS/CSAT surveys after key customer interactions such as sales closures or support ticket resolutions, sync customer contact information and preferences, and utilize survey feedback to enhance customer relationship strategies.

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About Zoho CRM

Zoho CRM is a web-based customer relationship management tool that helps businesses manage customer data, track sales, and automate workflows. It provides functionalities to create and update entries in various modules, including leads and contacts.

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Zoho CRM to Retently

1

New Contact

Triggers when a new contact is created.
2

New Module Entry

Triggers instantaneously when any entry is created in the specified module.
3

New or Updated Lead

Triggers when a new lead is added or modified in Zoho.
4

New User

Triggers when a new active user is added to your Zoho CRM account.
5

New Lead

Triggers when a new lead is created.
6

New or Updated Contact

Triggers when a new contact is added or modified in Zoho.
7

New/Updated Module Entry

Triggers instantaneously when any entry is created or updated in the specified module.
8

Updated Module Entry

Triggers instantaneously when a module entry is updated.
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Retently to Zoho CRM

1

Add Attachment

Adds an attachment to the selected module entry.
2

Convert Lead

Converts an existing lead to contact and account.
3

Update Module Entry

Updates an existing entry in the selected module.
4

Create/Update Module Entry

Creates or updates module entries.
5

Find Module Entry

Finds an entry in a module.
6

Create Module Entry

Creates a module entry if it does not exist.
7

Add Tag

Adds a new tag to existing module entries.
8

Create Module Entry

Creates a new entry in a module.
9

Update Related Module Entry

Relates an entry in this module with an entry in another module.
10

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
11

Find Module Entries

Finds multiple entries in a module (with line item support).

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