How to connect LeadConnector + Rocket Referrals
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- Pipeline Stage ChangedThe pipeline stage was updated for an opportunityTrigger
- Add/Update ContactAdds or updates an existing contact.Action
- Add/Update OpportunityAdds or updates an existing opportunity.Action
- Add Lead to CampaignAdds a lead to an existing campaign.Action
- Stop All Campaign's for LeadStops all campaign for a lead.Action
- Add TaskAdds a task to the account.Action
- CommunicationTriggers when a communication is sent, opened or clicked.Trigger
- ReviewTriggers when a review is given or linked to a contact in Rocket Referrals.Trigger
- Rocket Referrals
Triggers when a survey response is given. Note: some survey score triggers are delayed 5 minutes to give the contact time to add a comment.
Instant
Trigger
- Rocket Referrals
Triggers when a new testimonial is given or one is published.
Instant
Trigger
- Rocket Referrals
Creates or updates a contact.
Scheduled
Action
How LeadConnector + Rocket Referrals Integrations Work
- Step 1: Authenticate LeadConnector and Rocket Referrals.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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