Act-On + Referral Rock
Update or create contacts in Act-On when new referrals occur in Referral Rock
Streamline your marketing operations by instantly updating your Act-On data with each new referral recorded in Referral Rock. This automation ensures every new referral in Referral Rock leads to the creation or update of a contact in Act-On. Enhance your marketing strategies with updated contact details, while reducing time-consuming manual tasks, making your operations more efficient and connected.
Streamline your marketing operations by instantly updating your Act-On data with each new referral recorded in Referral Rock. This automation ensures every new referral in Referral Rock leads to the creation or update of a contact in Act-On. Enhance your marketing strategies with updated contact details, while reducing time-consuming manual tasks, making your operations more efficient and connected.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Update or Create Contact in All Contacts by Email
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their email address. Go to Zapier’s help page to get more info.
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New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst NameRequired
Last Name
EmailRequired
Referral CodeRequired
Amount
Company Name
Phone Number
Note
Public Note
External Id
Preferred Form of Contact
Custom Option 1 Name
Custom Option 2 Name
Custom Text 1 Name
Custom Text 2 Name
Custom Text 3 Name
Custom Option 1 Value
Custom Option 2 Value
Custom Text 1 Value
Custom Text 2 Value
Custom Text 3 Value
Address Line 1
Address Line 2
City
Region
Postal Code
Country
Recruiter Assigned Id
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Referral Code
Phone Number
Date of Birth
Address Line
Address Line 2
City
Region
Country
Postal Code
External Id
Disabled Flag
Custom Override URL
Custom Option 1 Name
Custom Option 1 Value
Custom Text 1 Name
Custom Text 1 Value
Custom Text 2 Name
Custom Text 2 Value
Send Registration Email
Payout Type
Payout Use Default Values
Payout Email
Recruiter Source Id
Recruiter Assigned Id
Amount
Referral Query
Program Query
Name
External Identifier
