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Integrations Page

Manage the tools and systems that integrate with Referral Rock

Overview

The Integrations page of your admin dashboard lets you connect external tools with Referral Rock, and manage the systems you've connected.

Find your Integrations page at Settings > Integrations.

Using the Integrations Page

  1. Search integrations by name

  2. Sort integrations by type (CRM, billing, ecommerce, email marketing, workflow, developer)

  3. View which integrations are inbound and which ones route

    1. Inbound = Passes information into Referral Rock

    2. Route = Passes information from Referral Rock back to the integration

  4. Connect/manage your integrations using the blue buttons

  5. See which integrations connect with OAuth and which require an API key

  6. Request integrations you don't see on the page, or ask for help setting up an integration

  7. Access Integration Docs

Note: The integrations displayed on the page are native connection methods. Many other tools can be integrated with Referral Rock via Zapier. See our full list of integrations here in our docs.

You can also access the following via the Integrations page:

  • Referral.js script for conversion tracking (developer tool)

  • Manage integrated Member Access Links

  • Rest API to build any integration (developer tool)

  • Webhooks to send real-time events between systems (developer tool)

Connecting an Integration

When you click the blue button to connect an integration, you'll see a list of items to make sure you have ready before connecting. Once you're ready, click the blue "Connect" button.
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Fill in any required or suggested information in the pop-up (if applicable) and click "Connect."
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You'll then be directed to the integration's login screen to finish authorizing the connection.

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