Integrate Teamgate with Referral Rock

Send information between Teamgate and Referral Rock automatically, without writing any code, using Zoho Flow.

Build your own integrations between Teamgate and Referral Rock

Connect Teamgate and Referral Rock 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 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.

CRM

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.

CRM Marketing Automation

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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Sales Director, Artico

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CEO, iDAYit

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Harnoor Abroll

Technical and Operations Head, TruAct

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