Referral Rock + Capsule CRM Integrations
Ways to Connect Referral Rock with Capsule CRM
Add new MailChimp subscribers to Capsule CRM as new people
Add new Capsule CRM tasks to Todoist
Add new Facebook Lead Ad leads as a new person in Capsule CRM
Add New Capsule CRM Tasks to Asana
Add new Google Contacts to Capsule CRM as new people
Add new Capsule CRM people to MailChimp as new subscribers
Add new Google Calendar events to Capsule CRM as new tasks
Post Slack alert messages for new Capsule CRM opportunities
Create Capsule CRM people from new Acuity Scheduling appointments
Add new Capsule CRM people to Google Contacts as new contacts
Add new Capsule CRM tasks to Google Calendar as detailed events
Add new Capsule CRM tasks to Trello as new cards
Import Sales Opportunities Logged in Google Sheets into Capsule
Create Capsule CRM opportunities from new Quotient quotes
Send Gmail email alerts for new Capsule CRM tasks
Add new WooCommerce orders to Capsule CRM as new people
Add new Google Sheets spreadsheet rows to Capsule CRM as new people
Get emails with new Capsule CRM tasks
Add new Eventbrite attendees to Capsule CRM as persons
Send Gmail email alerts for new Capsule CRM opportunities
Tag Capsule CRM parties from new MailChimp subscribers
Create new organization on Capsule from a QuickFile client
Add new Capsule CRM opportunities to Trello as new cards
Add new Capsule CRM cases to Trello as new cards
Add new Capsule CRM opportunities to a Google Sheets spreadsheet
Add new Capsule CRM people to ActiveCampaign as new contacts
Add new FullContact scanned cards to Capsule CRM as new people
Add pulses to monday.com for new opportunities on Capsule CRM
Add new members to Mad Mimi audience for new people on Capsule CRM
Create OmniFocus tasks for new Capsule CRM tasks
Get emails for new Capsule tasks assigned to you
Add new Capsule CRM tasks to Wunderlist
Create people in Capsule CRM from new ScheduleOnce bookings
Add Capsule CRM people from Unbounce form submissions
Update values on Cyfe for new opportunities on Capsule CRM
Create Capsule CRM people from Wufoo form entries
Create Capsule CRM people for new Formidable entries
Send Gravity Forms Contact to Capsule CRM
Send new Capsule CRM contacts to MailerLite
Add notes in Capsule CRM when LiveChat chats end
Create contacts in HubSpot CRM for new referrals added in Referral Rock.
Send ContactUs.com form submissions to Capsule CRM
Send new Capsule CRM people to FreeAgent as new contacts
Add new JotForm form entries to Capsule CRM as new people
Schedule FireText SMS reminders when new tasks are created on Capsule CRM
Copy Capsule CRM tasks into Deputy
Add people to Capsule CRM from new calls received on CallRail
Create quotes from new Capsule CRM opportunities with WebMerge
Create Capsule CRM tasks from new ScheduleOnce bookings
Subscribe new Capsule CRM contacts to GetResponse
Log new Referral Rock referrals to a Google Sheet
Create contacts in Capsule CRM from new Paperform submissions
Add new Capsule CRM opportunities to Databox
Add new Cobot members are added to Capsule CRM
Add Cases to Capsule CRM from a Google Sheets spreadsheet
Add an Intellinote task for new Capsule CRM opportunities
Add new Capsule CRM tasks to Google Tasks
Create new Capsule CRM people for new subscriptions on Chargify
Add new Prefinery testers as new people to Capsule CRM
Add new ActionSprout action takers to Capsule CRM as contacts
Create Capsule CRM people from new Formstack submissions
Subscribe contacts in Capsule CRM from completed SurveyMethods responses
Update referrals in Referral Rock when appointments start in Acuity Scheduling
Get Slack notifications with member details for new members added in Referral Rock.
Add Benchmark Email contacts to Capsule CRM
Create Process Street checklists for Capsule CRM opportunities
Create new people on Capsule CRM for new responses on FluidSurveys
Mail handwritten Thankster cards to new people on Capsule
Receive Clockwork text messages when changes have been made in your Capsule CRM account
Create new tasks in Capsule CRM for completed SurveyMethods responses
Subscribe new Referral Rock members to a MailChimp list.
Add members to Referral Rock upon new purchases in a WooCommerce store
Add new Capsule CRM people to Benchmark Email
Add Capsule CRM people to Process Street as checklists
Create sales opportunities logged in Enalyzer to Capsule CRM
Add notes in Capsule CRM when from new DeskMoz leads
Create new opportunities in Capsule CRM from completed SurveyMethods responses
Add updated referrals in Referral Rock to Constant Contact.
Add new Referral Rock referrals as prospects in Alore CRM\
Create New Constant Contact Subscriber from Capsule CRM Contact
Send new Bigcommerce customers to Capsule CRM as new people
Create new opportunities in Capsule CRM when new CallFire calls are received
Save new Capsule CRM persons as Benchmark Email contacts
Create opportunities on Capsule CRM for new finished chats in HappyFox Chat
Create Capsule CRM people from Enalyzer responses
Add new Interseller contacts to Capsule CRM
Create new cases in Capsule CRM from completed SurveyMethods responses
Update referrals in Referral Rock upon new purchases in Shopify.
Get Sidekick notifications for new Capsule CRM organizations
Add new Mentions as Capsule CRM Tasks
Import new Capsule CRM organizations as TimeCamp projects
Add new SendPulse subscribers to Capsule CRM as new people
Populate WebMerge documents for new people in Capsule CRM
Add members to Referral Rock upon completion of a Wufoo form
Create FreeAgent contacts for new Capsule CRM organizations
Send new Rezdy customers to Capsule CRM as new people
Create FileInvite contact persons from new Capsule CRM persons
Turn new contacts in Capsule CRM into Sendlane subscribers
Add new Capsule CRM people to SendPulse as new subscribers
Add new Bookafy customers to Capsule CRM as new people
The best apps. Better together.
Zapier was built from the ground up to connect apps like Capsule CRM and Referral Rock for people who just need to get. stuff. done. We've done all the hard programming, so you can use a simple interface!
Click the get started buttons below to build your own Capsule CRM and Referral Rock integration or choose from the prebuilt examples below.
Get StartedAbout Referral Rock
Referral Rock helps businesses to design, track and manage referral programs.
Make a Zap with Referral RockAbout Capsule CRM
Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.
Make a Zap with Capsule CRMMake Your Own Zap with Triggers + Actions
1. Select a Trigger
True FalseTriggers when a member is updated.
Triggers when a referral is updated.
Triggers when a new member signs up.
Triggers when a new reward is created.
Triggers when a reward is updated.
Triggers when a new referral is created.
Triggers when a new person is added.
Triggers when a new open task is added.
Triggers when a new user is added.
Triggers when a new milestone is added.
Triggers when a new case is added.
Triggers when a new organization is added.
Triggers when a new opportunity is added.
2. Select an Action
Adds a new referral from a member.
Add a new member to a referral program.
Add email to unsubscribe list.
Update a referral.
Add a new task
Create a new organization.
Create a new person.
Add a new tag on a specific party (person or organization)
Create a new case.
Add a new note on a specific party (person or organization)
Create a new opportunity.
3. Create this Zap!
Zapier combines Triggers (like "New Email") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. Select a Trigger and Action from the lists to start creating a Zap!
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Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.
Start FREE Today!What's a Zap?
A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!