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
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Person created
Triggers when a new person is created
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
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
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create company
Creates a new company
Create deal
Creates a new deal
Create lead
Creates a new lead
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch lead
Fetches a lead using ID or name
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Add member
Adds a new member to the selected referral program
Add referral
Adds a new referral from a member
Unsubscribe email address
Adds the specified email address to the unsubscription list
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.
Similar apps
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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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
