Referral Rock + EasyPractice Integration

Connect Referral Rock to EasyPractice - Automate your workflows in 1-click

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EasyPractice + Referral Rock Integration

Create Referral Rock contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Referral Rock contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Referral Rock automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Referral Rock + EasyPractice Integration
1.
  • Referral Rock
    Member is created in Referral Rock Instant
  • Referral Rock
    Member is updated in Referral Rock Instant
  • Referral Rock
    Referral is created in Referral Rock Instant
  • Referral Rock
    Referral is updated in Referral Rock Instant
  • Referral Rock
    Reward is created in Referral Rock Instant
  • Referral Rock
    Reward is updated in Referral Rock Instant
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • Referral Rock
    Add member in Referral Rock
  • Referral Rock
    Search member in Referral Rock
  • Referral Rock
    Add referral in Referral Rock
  • Referral Rock
    Add potential invite in Referral Rock
  • Referral Rock
    Update referral in Referral Rock
  • Referral Rock
    Search referral in Referral Rock
  • Referral Rock
    Search program in Referral Rock
  • Referral Rock
    Unsubscribe email in Referral Rock
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