Integrate Capsule CRM with Retently
Send information between Capsule CRM and Retently automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Retently using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Customer created
Triggers when a new customer is created
Feedback received
Triggers when new feedback is received
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified 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 Capsule CRM?
What is Retently?
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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