Integrate Nutshell with Retently

Send information between Nutshell and Retently automatically, without writing any code, using Zoho Flow.

Build your own integrations between Nutshell and Retently

Connect Nutshell and Retently with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

CRM

What is Retently?

Retently is an online survey tool that helps you measure customer satisfaction and loyalty through net promoter score surveys and feedback collection.

Reviews Survey

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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