Keap + Referral Rock
Add new Referral Rock members and create or update Keap contacts
Effortlessly manage your referral program contacts with this automation. Whenever a new member joins your Referral Rock program, this workflow will create or update their contact information in Keap, ensuring your database stays up-to-date. Save time by streamlining your contact management process and focus on growing stronger relationships with your referral network.
Effortlessly manage your referral program contacts with this automation. Whenever a new member joins your Referral Rock program, this workflow will create or update their contact information in Keap, ensuring your database stays up-to-date. Save time by streamlining your contact management process and focus on growing stronger relationships with your referral network.
- When this happens...New Member
Triggers when a new member signs up.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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- 14 day trial for premium features & apps
New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Contact TypeRequired
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Address Line
Address Line 2
Referral Code
Phone Number
Date of Birth
City
Country Subdivision
Country
Postal Code
Password
External Id
Disabled Flag
Custom Override URL
Custom Option 1 Name
Custom Option 1 Value
Custom Text 1 Name
Custom Text 1 Value
Custom Text 2 Name
Custom Text 2 Value
Send Registration Email
Payout Type
Payout Use Default Values
Payout Email
First NameRequired
Last Name
EmailRequired
Referral CodeRequired
Amount
Company Name
Phone Number
Note
Public Note
External Id
Preferred Form of Contact
Custom Option 1 Name
Custom Option 2 Name
Custom Text 1 Name
Custom Text 2 Name
Custom Text 3 Name
Custom Option 1 Value
Custom Option 2 Value
Custom Text 1 Value
Custom Text 2 Value
Custom Text 3 Value
