Overview

Referral Rock integrates with Zapier to make automating tasks simple—no coding required. Automatically add members, update referral statuses, or sync data between Referral Rock and the apps you already use, like CRMs, email platforms, and form tools.

Zapier works by connecting your apps using triggers and actions:

A trigger is something that happens in one app (e.g. a new Stripe customer).
An action is what you want to happen in another app (e.g. add that customer to Referral Rock).

This guide includes:

What’s possible with Zapier.
Common automation examples.
What to do if your platform isn't listed.

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If you don’t see your tool listed in our third-party platform guides, contact support and we’ll help you set up your automation.

What You Can Automate with Zapier

Zapier connects Referral Rock to thousands of apps. Here are the most common use cases:

Add New Members Automatically

Automatically enroll customers, contacts, or leads as members in your referral program.

Examples:

Add Stripe customers as members.
Add new Typeform or Google Form submissions as members.
Add CRM contacts as members (e.g., Salesforce, HubSpot).

Update Referral Statuses

Trigger updates to referral statuses when key actions occur—great for adding rewards automatically.

Examples:

Update a referral status to "Approved" when a deal is marked "Closed Won".
Mark a referral as "Denied" when a refund is issued.

Sync Member Data

Keep Referral Rock in sync with your CRM or form tool by automatically updating member information.

Examples:

Update member properties when a contact is updated in your CRM.
Sync tags or custom fields from your email platform into Referral Rock.

Send Referral Data to Your CRM or Tools

Push data from Referral Rock into your CRM, email marketing tool, or other systems.

Examples:

Send new referral info into Salesforce.
Add referral data to a Google Sheet.
Trigger an email in Mailchimp when a referral is added.

Platform-Specific Guides

For step-by-step tutorials tailored to your platform, check out these dedicated guides:

Don’t see your platform? Contact support and we’ll help you set up your integration.

Need Help?

Not sure how to set up your Zap or don’t see your platform? Contact our support team and we’ll help you get started.