Introduction
There are many options to connect your external systems with Referral Rock to further automate your program. These integrations are optional depending on your setup.
Note: these integrations often require technical assistance from your team
Referral Update (your system to RR)
Once referrals have been collected, you may wish to automatically update them as they move through your sales process. The most common data to update include the referral status and referral purchase amount but you can update any data associated with the referral.
Note: referral statuses and amounts become very important when used in reward triggers.
Options to update a referral:
HubSpot and Salesforce have native Referral Update integrations
Zapier, if applicable with your system (also see Referral Update Zapier Example)
POST api/referral/update endpoint (also see API Keys)
Export referrals from your system and import them into Referral Rock
You can also Request Assistance (select the Referral Activity Update option) if you need help and someone from our integrations team will look into your exact workflow.
Referral Add (RR to your system)
If you are using our Hosted Landing Page to collect referrals, you may wish to set up an integration that automatically sends new referrals to your existing system of record.
Options to add a referral:
HubSpot and Salesforce have native Referral Add integrations
Zapier, if applicable with your system (also see Referral Add Zapier Example)
GET api/referrals endpoint or webhooks (also see this support article)
Export referrals from Referral Rock and import them into your system
You can also Request Assistance (select the Referral Activity Update option) if you need help and someone from our integrations team will look into your exact workflow.
Member Sync (RR to your system)
As your member’s information updates within Referral Rock, and as they collect referrals, you may wish to sync their data with your main customer platform. Doing this allows you to see important program information outside of Referral Rock.
Options to sync members:
HubSpot has a native Member Sync integration
Zapier, is applicable with your system
GET api/members endpoint or webhooks (also see this support article)
Export members from Referral Rock and import them into your system
You can also Request Assistance (select the Referral Activity Update option) if you need help and someone from our integrations team will look into your exact workflow.
Referral Actions (your system to RR)
Our Referral Actions feature allows you to continue rewarding members for the same referral each time they take additional actions (i.e. repeat purchase, subscription purchase, etc.). This is a common integration if you want to offer recurring or lifetime rewards.
Send Referral Actions through the POST api/referralaction endpoint or via Zapier.
Learn more about Referral Actions or Request Assistance (select the Referral Activity Update option) if you need help.