Kiflo PRM + Marketo
Kiflo PRM + Marketo
Kiflo PRM + Marketo integrations
Create deals in Kiflo PRM when new leads appear in Marketo
Efficiently manage your leads and strengthen your sales funnel with this seamless workflow between Marketo and Kiflo PRM. When a new lead is captured in Marketo, this automation will promptly convert it into a deal in Kiflo PRM, ensuring a smooth transition and timely follow-up. Boost your sales process and stay ahead of your competitors by integrating your Marketo and Kiflo PRM apps today.
- When this happens...
New LeadTriggers when a new lead is created.TriggerPolling - automatically do this!
Convert Lead to DealConverts a lead to a deal.ActionWrite
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More things you can do with Marketo and Kiflo PRM
Discover other triggers and actions you can use with Marketo and Kiflo PRM
New ProgramTriggers when a new program is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- External Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- NameRequired
- Program Description
- Program typeRequired
- ChannelRequired
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- E-Mail AddressRequired
- Additional fields to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- External Company IDRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Business Plan Objective UpdatedTriggers when a business plan objective's current value is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Updated
Triggers when a property on an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a new customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Stage Changed
Triggers when a deal moves to a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Updated
Triggers when a property on an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Added
Triggers when a new lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Refused
Triggers when a new lead is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Accepted
Triggers when a partner application is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Rejected
Triggers when a partner application is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Note Added
Triggers when a new note is added on a partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payout Created
Triggers when a new payout is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Added to Program Level
Triggers when a partner as added to a new program level.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Team Member Added
Triggers when a new team member is added to an existing partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Updated
Triggers when a new transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner
- Status
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Stage
- Close Date
- Currency
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner ApplicationRequired
- Has access to Kiflo?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner name
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Zap_id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ListRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProgramRequired
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Added
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Accepted
Triggers when a new deal is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Note Added
Triggers when a new note is added on a deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Refused
Triggers when a new deal is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Accepted
Triggers when a new lead is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Note Added
Triggers when a new note is added on a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Added
Triggers when a new partner application is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Added
Triggers when a new partner is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Updated
Triggers when a new partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payout Status Changed
Triggers when a payout status has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reward Created
Triggers when a new reward is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Added
Triggers when a new transaction is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Source TypeRequired
- Attach toRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Source partner
- Status
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- NoteRequired
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- NoteRequired
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create note onRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner ApplicationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner Team MemberRequired
- Email TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CurrencyRequired
- Partner
- Customer
- Deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Source partner
- Status
- Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels
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