Overview
Zapier makes automating Referral Rock tasks, such as updating referrals, easy with no programming skills necessary!
For more information on creating a Zap, or integrating your apps with Zapier, view the Zapier section in our Integration Docs.
Referral Update Example
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.
Trigger - Zoho
Create a New Zap
Name your Zap
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."
The trigger should be an action you want completed in order to invite your member to join your referral program.
Ensure your Zoho account is connected.
Select Test This Step
Action Step - Referral Rock
Select Referral Rock as your app.
Select Update Referral.
Connect your Referral Rock account and test.
Referral Rock Zaps requires at least an email address. Map the results from Zoho to the appropriate fields in the Referral Rock step.
Select Continue and then Test This Step. You should see your test referral information come into Referral Rock. You can view this under Referrals or your Integration Event Log.
Save the Zap and turn it on!