Agile CRM + Referral Rock Integration

Connect Agile CRM to Referral Rock in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Referral Rock Integration

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Most popular automationmost-popular-automations
Agile CRM + Referral Rock Integration

Create Referral Rock contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Referral Rock integration, anytime a new Agile CRM contact is created, an Referral Rock contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Referral Rock Automations from
Integrately Community

Most popularmost-popular-automations
01
Square logo
Referral Rock logo
Create Referral Rock contact for new Square customer
02
Ninja Forms logo
Referral Rock logo
Create Referral Rock contact for new Ninja Forms form submission
03
WordPress logo
Referral Rock logo
Create Referral Rock contact for new WordPress user
04
Paystack logo
Referral Rock logo
Create Referral Rock contact for new Paystack customer
05
Eventbrite logo
Referral Rock logo
Create Referral Rock contact for new Eventbrite order
cloud
Referral Rock
app integration
06
Elementor Forms logo
Referral Rock logo
Create Referral Rock contact for new Elementor Forms form submission
07
EMBUDO.marketing logo
Referral Rock logo
Create Referral Rock contact for new EMBUDO.marketing form submission
08
Referral Rock logo
Online Live Support logo
Send Online Live Support message for new Referral Rock contact
09
Referral Rock logo
MailerSend logo
Send MailerSend message for new Referral Rock contact
10
Referral Rock logo
Telnyx logo
Send Telnyx message for new Referral Rock contact
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2
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Referral Rock With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Referral Rock
Referral Rock
Referral Rock is a referral program management tool that lets you create attractive referral programs with just a few clicks, manage them easily and see results fast, so that you can measure your return on investment (ROI)!