Marketo + Rocket Referrals

Marketo + Rocket Referrals integrations

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.

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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

Related categories

Marketing Automation

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