Kiflo PRM + Marketo
Add new Marketo leads to existing Kiflo PRM deals as partners
Streamline your lead management process by connecting Marketo and Kiflo PRM with this efficient workflow. Whenever a new lead is captured in Marketo, it will seamlessly add a partner to an existing deal in Kiflo PRM. This automation saves time, reduces manual data-entry, and ensures your partner relationships are always up-to-date.
Streamline your lead management process by connecting Marketo and Kiflo PRM with this efficient workflow. Whenever a new lead is captured in Marketo, it will seamlessly add a partner to an existing deal in Kiflo PRM. This automation saves time, reduces manual data-entry, and ensures your partner relationships are always up-to-date.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Partner to Existing DealAdds a partner with his role on an existing deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Program
Triggers when a new program is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExternal Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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 appCompany 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 Updated
Triggers 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.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 appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField 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 foundField 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 foundField 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
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.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to searchRequired
Search valueRequired
Additional fields to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appE-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 foundContact 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.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 appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField 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 foundField 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 foundField 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
About Kiflo PRM
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