Convert Builder + Referral Rock Integration

Integrate Convert Builder to Referral Rock in one click, or tell Integrately AI how you want each contact handled. Capture form submissions, add new program members, sync rewards, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Convert Builder
    Form response is created in Convert Builder Instant
  • Convert Builder
    Order is created in Convert Builder Instant
  • Convert Builder
    Order is updated in Convert Builder Instant
  • Convert Builder
    Product is created in Convert Builder Instant
  • Convert Builder
    Product is updated in Convert Builder Instant
  • Convert Builder
    Booking is created in Convert Builder Instant
  • Convert Builder
    Contact is created or updated in Convert Builder Instant
  • 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
Arrow Right
2.
  • Convert Builder
    Get order by Id in Convert Builder
  • Convert Builder
    Create contact in Convert Builder
  • Convert Builder
    Delete contact in Convert Builder
  • Convert Builder
    Update product in Convert Builder
  • Convert Builder
    Search contact in Convert Builder
  • Convert Builder
    Update contact in Convert Builder
  • Convert Builder
    Create product in Convert Builder
  • Convert Builder
    Create member in Convert Builder
  • Convert Builder
    Delete member in Convert Builder
  • Convert Builder
    Update member in Convert Builder
  • Convert Builder
    Search product in Convert Builder
  • Convert Builder
    Create member group in Convert Builder
  • Convert Builder
    Update member group in Convert Builder
  • Convert Builder
    Delete member group in Convert Builder
  • 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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Ready Workflows Ready Workflows for Convert Builder + Referral Rock Integration

Capture new contacts, add program members, update referrals, track rewards, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Convert Builder + Referral Rock Integration

Create Referral Rock contact for new Convert Builder form submission

When someone completes your Convert Builder, a new contact is automatically created in your Referral Rock. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convert Builder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convert Builder - Referral Rock integration set up makes it easy to manage your customer relationships and grow your business.
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Convert Builder + Referral Rock Integration

Create Referral Rock contact from new Convert Builder order

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convert Builder with Referral Rock? This integration will allow you to automatically create a contact for each new order in Referral Rock.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Referral Rock + Convert Builder Integration

Create Convert Builder contact for new Referral Rock contact

If you're using Referral Rock to manage your sales leads, it's important to also use Convert Builder to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Referral Rock, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + Referral Rock Integration

Create Referral Rock contact for new Convert Builder contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Referral Rock contact and Convert Builder contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Convert Builder + Referral Rock flow

Sync your referral data with e-commerce records, marketing lists, and calendar bookings to keep every system aligned. Pick a combination and activate it in one click.

Convert Builder
Referral Rock
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
Google Analytics 4Google Analytics 4 (4)
+
CalendlyCalendly (4)
C
S
R
Create a Shopify customer from every new Convert Builder contact, and add them as a member in Referral Rock
New Convert Builder contacts appear in Shopify as customers and enter Referral Rock as program members instantly.
S
C
R
When a Shopify order is created, create an order in Convert Builder and add a referral in Referral Rock
Store purchases logged in Shopify instantly generate orders in Convert Builder and record referrals in Referral Rock.
C
S
R
When a product is created in Convert Builder, update the product in Shopify and update the program in Referral Rock
Convert Builder product updates reflect in Shopify and search for related programs in Referral Rock.
S
C
R
Use ChatGPT to analyze Shopify orders, log them in Convert Builder, and add program members in Referral Rock
ChatGPT summarizes order details before Convert Builder logs them and Referral Rock registers the member.

Supported triggers and actions for Convert Builder and Referral Rock

Mix and match to build the exact automation you need

Convert Builder
Convert Builder Triggers & Actions
Instant
Form response is created in Convert Builder
Triggers the automation when a form is filled
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Instant
Order is created in Convert Builder
Triggers the automation when a new order is created
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Instant
Order is updated in Convert Builder
Triggers the automation when any order is updated
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Instant
Product is created in Convert Builder
Triggers the automation when a new product is created
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Instant
Product is updated in Convert Builder
Triggers the automation when a product is updated
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Instant
Booking is created in Convert Builder
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in Convert Builder
Triggers the automation when a contact is created or updated
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Get order by Id in Convert Builder
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Create contact in Convert Builder
Adds a new contact to the database
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Delete contact in Convert Builder
Removes a contact from the address book
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Update product in Convert Builder
Updates product information
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Search contact in Convert Builder
Finds and retrieves contact information
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Update contact in Convert Builder
Updates contact information with new details
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Create product in Convert Builder
Generates and launch new products
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Create member in Convert Builder
Adds a new member to the system
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Delete member in Convert Builder
Removes a member from the system
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Update member in Convert Builder
Updates a member's information
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Search product in Convert Builder
Searches for a product
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Create member group in Convert Builder
Creates a new group of members
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Update member group in Convert Builder
Updates the particular member group
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Delete member group in Convert Builder
Deletes a member group
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Referral Rock
Referral Rock Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
Try it →
Instant
Member is updated in Referral Rock
Triggers the automation when a member's profile is updated
Try it →
Instant
Referral is created in Referral Rock
Triggers the automation when a referral is created
Try it →
Instant
Referral is updated in Referral Rock
Triggers the automation when a referral is updated
Try it →
Instant
Reward is created in Referral Rock
Triggers the automation when a reward is created
Try it →
Instant
Reward is updated in Referral Rock
Triggers the automation when a reward is updated
Try it →
Add member in Referral Rock
Adds a new member to the particular group or team
Try it →
Search member in Referral Rock
Searches for a member with
Try it →
Add referral in Referral Rock
Creates and track referrals with
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Add potential invite in Referral Rock
Sends invitations to potential contacts for upcoming events
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Update referral in Referral Rock
Updates referral information
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Search referral in Referral Rock
Searches for a referral
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Search program in Referral Rock
Searches for a program
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Unsubscribe email in Referral Rock
Removes email address from mailing list
Try it →

What can you automate with Convert Builder + Referral Rock?

Connect your marketing funnels and referral programs to eliminate manual data entry and keep records in sync.

What you can automate?
🔄
Sync every new contact and referral automatically
Instantly register form respondents and buyers from Convert Builder as active members in Referral Rock without lifting a finger.
📋
Capture every submitted field in your records
Map all custom form answers and order details into your referral program database instead of just basic names and emails.
🔔
Notify your team as soon as a referral happens
Alert sales or marketing staff instantly whenever a new member joins your referral program or completes a conversion.
🔀
Route records based on submitted form data
Send high-value leads to VIP referral tiers while routing standard sign-ups to regular program tracks automatically.
🔄
Keep customer and referral data up to date
Automatically update contact information and referral statuses across both platforms whenever changes occur.
🔍
Search and update instead of creating duplicates
Check existing databases for contacts and orders before writing new entries to keep your records clean and organized.
💳
Handle later status changes like refunds and orders
Automatically update referral credits and order records when payments succeed, update, or face cancellations.
🔌
Extend your workflow with Shopify and other tools
Connect your Convert Builder and Referral Rock flow with Shopify to sync store purchases and customer records seamlessly.
And much more...

Who is Convert Builder + Referral Rock integration for?

Marketing teams, business owners, and agency operators streamline lead capture, referral tracking, and reward management without manual data entry.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Sales development reps
Sales development reps
Operations directors
Operations directors
📈
Performance marketers
You're running multi-channel campaigns but your referral tracking sheet only updates when someone manually exports submissions, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Customer success managers
You need to onboard new advocates the moment they complete a purchase or form, but manual enrollment leaves new buyers waiting days for program access — automating both apps means every buyer is registered instantly so their advocacy journey starts right away.
🤝
Agency account managers
You report on campaign growth and referral ROI to clients weekly, but fragmented data sources make compiling accurate metrics painful and slow — this integration means all lead and referral records sync automatically for effortless reporting.
🛒
E-commerce store owners
Your storefront processes high volumes of orders daily, but manually creating referral program links for every buyer is impossible to keep up with — automating both apps means every purchase instantly triggers referral member creation without human effort.
💼
Sales development reps
You depend on marketing landing pages to hand off qualified leads, but delayed notifications mean hot prospects go cold before you reach out — connecting these apps means lead data flows straight to your CRM and referral tools the second a form is submitted.
🗂️
Operations directors
You need a reliable history of all customer interactions across your marketing funnels and advocacy programs, but manual entry creates frequent gaps — automating both apps ensures every contact and order is logged accurately every time.
Our team

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Why choose Integrately to automate Convert Builder + Referral Rock

Build and manage your Convert Builder + Referral Rock automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Convert Builder + Referral Rock with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Convert Builder to Referral Rock?
Frequently Asked Questions
You can connect Convert Builder to Referral Rock instantly using 1-click automations on Integrately. Choose from pre-built templates or ask Integrately AI to build the automation and map the fields for your exact workflow.
Can I automatically sync new Convert Builder contacts to Referral Rock?
Frequently Asked Questions
Can I connect Convert Builder, Referral Rock, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Convert Builder and Referral Rock?
Frequently Asked Questions
How does Convert Builder data get sent to Referral Rock?
Frequently Asked Questions
Can Referral Rock updates trigger actions in Convert Builder?
Frequently Asked Questions
Do I need coding skills to automate Convert Builder and Referral Rock?
Frequently Asked Questions
Is the Convert Builder and Referral Rock integration free?
Frequently Asked Questions
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You Can Also Connect Convert Builder or Referral Rock With 1500+ Other Apps

Convert Builder
Popular Convert Builder Integrations
Connect Convert Builder to CRMs, email marketing tools, and payment platforms to capture and nurture every lead.
Referral Rock
Popular Referral Rock Integrations
Sync Referral Rock with customer support, analytics, and messaging tools to track advocacy and reward performance.