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Marketo + Rocket Referrals

Create or update Rocket Referrals contacts for new Marketo leads

Easily manage your new leads from Marketo by adding them to Rocket Referrals with this seamless workflow. When a new lead is added in Marketo, this automation will create or update contacts in the Rocket Referrals app, ensuring you have an up-to-date contact list at all times. Say goodbye to manual data entry, and focus on enhancing your client relationships.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create/Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Marketo and Rocket Referrals

Discover other triggers and actions you can use with Marketo and Rocket Referrals

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
- Trigger on
  Required
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
- Search for existing contacts by
  Required
- Update only
  Required
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
Action
Write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
- Trigger on
  Required
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn moreLearn moreHelpHelp

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About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

HelpHelp

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Marketing Automation

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