LeadConnector + Referral Rock

LeadConnector + Referral Rock integrations

Create new opportunities in LeadConnector from new referrals in Referral Rock

Boost your lead management process with our workflow that captures new referrals from Referral Rock and instantly updates or adds them as opportunities in the LeadConnector app. This seamless integration not only saves time but also enhances your lead nurturing and conversions by ensuring no opportunity slips through the cracks. Experience streamlined sales prospecting and customer relationship management like never before.

When this happens...
New ReferralTriggers when a new referral is created.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Referral Rock and LeadConnector

Discover other triggers and actions you can use with Referral Rock and LeadConnector

New Member
Triggers when a new member signs up.
Trigger
Instant
Try It
New Reward
Triggers when a new reward is created.
Trigger
Instant
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
  Required
- Referral Code
  Required
- 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
- Address Line 1
- Address Line 2
- City
- Region
- Postal Code
- Country
- Recruiter Assigned Id
Action
Write
- Referral
  Required
- Program
- Amount
- Status
- First Name
- Last Name
- Phone Number
- Email
- Company Name
- Public Note
- Note
- Preferred Contant
- External Identifier
- 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
- Address line 1
- Address Line 2
- City
- Region
- Postal Code
- Country
- Recruiter Assigned Id
Action
Write

- Program Name
  Required
Action
Search
- Email
  Required
- Referral Id
- External Id
- First Name
  Required
- Last Name
- Referral Code
  Required
- 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
- Address Line 1
- Address Line 2
- City
- Region
- Postal Code
- Country
- Recruiter Assigned Id
Action
Search or write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Referral
Triggers when a new referral is created.
Trigger
Instant
Try It
Updated Member
Triggers when a member is updated.
Trigger
Instant
Try It
- Program
  Required
- First Name
  Required
- Email
  Required
- Last Name
- Referral Code
- Phone Number
- Date of Birth
- Address Line
- Address Line 2
- City
- Region
- Country
- Postal Code
- 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
- Recruiter Source Id
- Recruiter Assigned Id
Action
Write
- Amount
- Referral Query
- Program Query
- Name
- External Identifier
Action
Write
- Query
Action
Search
- Email
- Referral Id
- External Id
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Referral Rock

Referral Rock helps businesses to design, track and manage referral programs.