Using the Referral Rock and Zapier integration is simple and available on any plan.

Automating tasks, like receiving notifications for new Referrals, updating your email list, or syncing with your CRM, makes it easy for business owners to focus more on running their businesses and less on small tasks. Zapier makes automating tasks a breeze, no programming skills necessary!

This article explains:

  • How to update the status of your referral in Referral Rock using Zapier.

  • How to integrate your Referral Rock account by automating tasks with Zapier.

Zoho will be used as an example in this article. The steps in this article will still apply to most other CRMs and form software.

In Zapier

Trigger - Zoho

  1. Create a New Zap

    1. Name your Zap

  2. Set a trigger for your Zap. This could be something like when a "New Deal" is created. This can even be when a contact is "New in a Deal Stage."

    1. The trigger should be an action you want completed in order to invite your member to join your referral program.

  3. Ensure your Zoho account is connected.

  4. Select Test This Step

Action Step - Referral Rock

  1. Select Referral Rock as your app.

  2. Select Update Referral.

An example of an Action step inside of Zapier

3. Connect your Referral Rock account and test.

4. Referral Rock Zaps requires at least an email address. Map the results from Zoho to the appropriate fields in the Referral Rock step.

5. Select Continue and then Test This Step. You should see your test referral information come in to Referral Rock. You can view this under Referrals or your Integration Event Log.

6. Save the Zap and turn it on!

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