Integrate Teamgate with Referral Rock
Send information between Teamgate and Referral Rock automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamgate and Referral Rock using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead converted to person
Triggers when a lead is converted to person
Deal lost
Triggers when a deal is lost
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Lead unqualified
Triggers when a lead is unqualified
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal won
Triggers when a deal is won
Referral created
Triggers when a new referral is created
Reward created
Triggers when a new reward is created
Reward updated
Triggers when the details of an existing reward are updated
Member added
Triggers when a new member is signed up
Member updated
Triggers when the details of an existing member are updated
Email address added to unsubscribed list
Triggers when an email address is added to unsubscribed list for all email types
Referral status updated
Triggers when the status of an existing referral is updated
Program created
Triggers when a new program is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create deal
Creates a new deal
Create company
Creates a new company
Create lead
Creates a new lead
Fetch lead
Fetches a lead using ID or name
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Add member
Adds a new member to the selected referral program
Unsubscribe email address
Adds the specified email address to the unsubscription list
Add referral
Adds a new referral from a member
Fetch member
Fetches the details of an existing member
What is Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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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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