Microsoft Excel + Referral Rock
Microsoft Excel + Referral Rock
Microsoft Excel + Referral Rock integrations
Add new Referral Rock members to a Microsoft Excel table as rows
Stay ahead and organized with this simple, time-saving workflow. Whenever you have a new member in Referral Rock, this automation will diligently note down their details in a Microsoft Excel table. Not only does this give you a centralized, convenient space to keep track of your new members but it also helps in managing your referral program more effectively, freeing up your time to focus on other high-priority tasks.
- When this happens...New MemberTriggers when a new member signs up.
- automatically do this!Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with Referral Rock and Microsoft Excel
Discover other triggers and actions you can use with Referral Rock and Microsoft Excel
- New Member
Triggers when a new member signs up.
Try ItTriggerInstant - New Reward
Triggers when a new reward is created.
Try ItTriggerInstant - Updated Referral
Triggers when a referral is updated.
Try ItTriggerInstant - First 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
ActionWrite
- New Referral
Triggers when a new referral is created.
Try ItTriggerInstant - Updated Member
Triggers when a member is updated.
Try ItTriggerInstant - ProgramRequired
- 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
ActionWrite- Amount
- Referral Query
- Program Query
- Name
- External Identifier
ActionWrite
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Referral Rock
Referral Rock helps businesses to design, track and manage referral programs.
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