Integrate Retently with Jetpack CRM
Send information between Retently and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Retently and Jetpack CRM
Connect Retently and Jetpack CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Retently and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Feedback received
Triggers when new feedback is received
Customer created
Triggers when a new customer is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
All Actions - Actions are the automated tasks
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
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
What is Retently?
Similar apps
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
SIGN UP TODAYChoose the app
×No App Found
