Integrate Referral Rock with Capsule CRM
Send information between Referral Rock and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Referral Rock and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Referral status updated
Triggers when the status of an existing referral is updated
Email address added to unsubscribed list
Triggers when an email address is added to unsubscribed list for all email types
Member updated
Triggers when the details of an existing member are updated
Member added
Triggers when a new member is signed up
Reward updated
Triggers when the details of an existing reward are updated
Reward created
Triggers when a new reward is created
Referral created
Triggers when a new referral is created
Program created
Triggers when a new program is created
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
All Actions - Actions are the automated tasks
Unsubscribe email address
Adds the specified email address to the unsubscription list
Add member
Adds a new member to the selected referral program
Add referral
Adds a new referral from a member
Fetch member
Fetches the details of an existing member
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
What is Referral Rock?
Referral Rock is an online referral marketing automation suite that helps businesses design marketing programs. It offers a great sharing experience for more word of mouth, and lets you launch on-brand programs faster with no developers required.
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What is Capsule CRM?
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