Integrate Nutshell with Retently
Send information between Nutshell and Retently automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Nutshell and Retently using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Lead won
Triggers when a new lead is won
Feedback received
Triggers when new feedback is received
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create lead
Creates a new lead
Create person
Creates a new person
Fetch person by email
Fetches the details of an existing person by email address
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
Create or update customer
Creates a new customer. Update the details if the email address already exists.
Create customer and send survey
Sends a survey to the specified customer if the email address already exists. Otherwise, creates a customer and then sends the survey.
Add tags to feedback
Adds tags to the specified feedback
Unsubscribe customer
Unsubscribes the specified customer
Fetch score
Fetches the details of the latest NPS score
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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What is Retently?
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