Retently + Zengine Integration

Integrate Retently to Zengine in one click, or tell Integrately AI how you want each survey response handled. Capture customer feedback, create records, update scores, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
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2.
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine

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Ready Workflows Ready Workflows for Retently + Zengine Integration

Capture survey responses, create program records, update metric scores, track tasks, and sync customer feedback, all in just one click.

Most popular automationmost-popular-automations
Retently + Zengine Integration

Create Zengine record for new Retently response

When someone completes your Retently, a new record is automatically created in your Zengine. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new record, so you don't have to waste time manually entering data. Thus, having a Retently - Zengine integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Retently + Zengine flow

Sync survey feedback to CRMs, notify teams, update sheets, track tasks, and manage billing as responses arrive. Pick a combination and activate it in one click.

Retently
Zengine
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SalesforceSalesforce (5)
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SlackSlack (5)
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MailchimpMailchimp (5)
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StripeStripe (5)
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Google SheetsGoogle Sheets (5)
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AsanaAsana (5)
R
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Create a Salesforce contact when a survey response is created in Retently and create a record in Zengine.
New Retently survey responses immediately create Salesforce contacts and Zengine records, eliminating manual data entry between your survey and CRM platforms.
R
Z
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When a customer is created in Retently, update the Salesforce contact and create a record in Zengine.
Keep customer profiles aligned across Salesforce, Zengine, and Retently the moment a new customer profile is registered.
R
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When an overall metric score is updated in Retently, update the Salesforce account and modify the Zengine record.
Sync updated Retently metric scores to Salesforce accounts and Zengine records automatically.
R
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If a survey response score is positive, create a Salesforce lead and log a record in Zengine.
Route positive Retently survey feedback straight into Salesforce and Zengine for immediate sales outreach.
R
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Use Claude to summarise survey responses in Retently, update the Zengine record, and create a Salesforce task.
Extract key feedback themes using Claude, update Zengine records, and schedule Salesforce follow-up tasks automatically.

Supported triggers and actions for Retently and Zengine

Mix and match to build the exact automation you need

Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
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Zengine
Zengine Triggers & Actions
Instant
Record is created in Zengine
Triggers the automation when a new record is created
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Instant
Record is updated in Zengine
Triggers the automation when a record is modified
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Instant
Task is created in Zengine
Triggers the automation when a new task is created
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Instant
Event is created in Zengine
Triggers the automation when a new event is created
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Create record in Zengine
Creates a new record
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Delete record in Zengine
Deletes a record
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Update record in Zengine
Updates a record with new information
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Upload file to field in Zengine
Uploads a file to a designated field
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What can you automate with Retently + Zengine?

Streamline your survey feedback and record management with automated workflows designed for operational efficiency.

What you can automate?
Sync survey responses to operational records
Automatically create a Zengine record the moment a survey response is created in Retently. Eliminate manual data entry and keep your systems aligned.
📝
Capture every submitted survey field
Map available Retently survey answers into detailed Zengine record fields instead of just basic contact info. Your database becomes a richer source for review.
🔔
Alert your team instantly on key events
Send team notifications or task assignments the second a customer submits critical feedback. Keep your staff informed and ready to act.
🔀
Route records based on submitted score
Take different actions depending on whether a survey response score is positive or negative. Direct promoters to marketing and detractors to support.
🔄
Keep records updated as metrics shift
Automatically update existing Zengine records whenever an overall metric score or customer profile changes in Retently. Ensure your data stays current.
🔍
Search and update instead of duplicating
Search for existing customer records before creating new entries. Prevent duplicate profiles and maintain a clean database.
⚠️
Handle negative sentiment and low scores
Trigger urgent follow-up tasks and unsubscribe options when low scores or negative survey responses occur. Protect your client relationships.
🔗
Extend your workflow to team channels
Connect your core Retently and Zengine setup with Slack, Google Sheets, or other tools to broadcast updates and maintain external logs effortlessly.
And much more...

Who is Retently + Zengine integration for?

Operations teams, program managers, and customer success leaders use this integration to keep feedback data synchronized across platforms without manual data entry.

Customer success managers
Customer success managers
Program directors
Program directors
Grant managers
Grant managers
Support team leads
Support team leads
Operations coordinators
Operations coordinators
Data analysts
Data analysts
📈
Customer success managers
You're reviewing satisfaction surveys but your tracking sheets only update when someone manually exports responses, so the scores you're reporting against are always a few hours behind — this integration means every survey response lands in your operational database instantly and your metrics stay current.
Program directors
You need to act on participant feedback quickly, but critical survey details stay trapped in your survey tool until someone copies them over — automating both apps means new responses create program records immediately and your team can follow up without delay.
📊
Grant managers
You answer to funding partners who expect up-to-date program metrics, but manual reporting creates constant delays and data gaps — with this integration, every score update and record change syncs across systems automatically to keep your reports accurate.
📥
Support team leads
The volume of incoming survey feedback is too high for anyone to keep up by hand, leading to missed client inquiries and slow resolutions — connecting these apps means low scores automatically generate tasks and alerts so nothing slips through the cracks.
🔄
Operations coordinators
You own the next step in client onboarding and depend on someone upstream to hand over survey data before you can begin work — this integration means records and tasks generate the moment feedback arrives and your workflow starts without waiting.
📋
Data analysts
You need a reliable history of customer sentiment and keep finding gaps caused by missed manual exports and human error — automating both apps means every customer profile and survey response populates your records cleanly and consistently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Retently + Zengine

Build and manage your Retently + Zengine automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Retently + Zengine with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Retently to Zengine?
Frequently Asked Questions
You can connect Retently to Zengine instantly using 1-click ready workflows or ask Integrately AI to build custom automations. You can also connect other tools like Slack, Google Sheets, and Asana with over 42,000+ active users enjoying 24/5 live chat support.
Can I automatically create a Zengine record when a survey response is created in Retently?
Frequently Asked Questions
Can I connect Retently, Zengine, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Retently and Zengine?
Frequently Asked Questions
How does Retently handle survey responses in this integration?
Frequently Asked Questions
How does Zengine receive data from Retently?
Frequently Asked Questions
Do I need coding skills to automate Retently and Zengine?
Frequently Asked Questions
Is the Retently and Zengine integration free?
Frequently Asked Questions
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You Can Also Connect Retently or Zengine With 1500+ Other Apps

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