Teamwork + Referral Rock Integration

Referral Rock and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Referral Rock, do you also create a task in Teamwork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

When Referral is updated in Referral Rock then Create Task in Teamwork

When Referral is updated in Referral Rock then Update task in Teamwork

When Member is updated in Referral Rock then Update task in Teamwork