1.Receives new referral
Integrate Referral Rock, referral program tools, and data transfer workflows to capture submission fields and route them into the workflow.
Create referral and referrer records in customer database
Automatically monitor new referral submissions across Referral Rock and Quickbase. Create and update referral links when qualifying status matches, referrer emails are found or missing, or referral codes are providedβso you can qualify leads fast, link records correctly, and keep the customer database current without manual paperwork.
How this automation links referrals to referrer profiles
When a new referral arrives, delays can stall lead qualification. This automation filters qualifying referrals, finds or creates referrers, and creates or updates linked referral recordsβso your team can qualify leads quickly.
Referral Rockor swap with your favorite app
2.Filters qualifying referrals
Integrate Filter by Zapier and workflow rules to continue only for referrals that match your qualification status.
Filter by Zapieror swap with your favorite app
3.Finds referrer record
Integrate Quickbase and customer databases to find a matching customer record using the source email mapping.
Quickbaseor swap with your favorite app
4.Creates referrer profile if needed
Integrate Quickbase and record creation workflows to create a new referrer profile when no email match exists.
5.Creates or updates referral record
Integrate Quickbase and CRM record linking to link referral contact fields to the referrer profile and upsert the referral entry.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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