Integrate PipelineDeals with Retently
Send information between PipelineDeals and Retently automatically, without writing any code, using Zoho Flow.
Build your own integrations between PipelineDeals and Retently
Connect PipelineDeals and Retently with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and Retently using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
Customer created
Triggers when a new customer is created
Feedback received
Triggers when new feedback is received
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
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.
Create or update customer
Creates a new customer. Update the details if the email address already exists.
Unsubscribe customer
Unsubscribes the specified customer
Add tags to feedback
Adds tags to the specified feedback
Fetch score
Fetches the details of the latest NPS score
What is Retently?
Similar apps
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
