

Viral Loops + Erxes Integration
Integrate Erxes to Viral Loops in one click, or tell Integrately AI how you want each customer handled. Capture new signups, create referral participants, track milestone achievements, and reward engaged users automatically.
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Ready Workflows for Viral Loops + Erxes Integration
Capture customers, add referral participants, track milestones, update records, and reward advocates, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Erxes + Viral Loops flow
Sync customer data with CRMs, marketing platforms, and support tools the moment referrals are created. Pick a combination and activate it in one click.


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HubSpot (8)
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Shopify (8)
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Mailchimp (8)
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Stripe (8)
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Slack (8)
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Typeform (8)
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Add every new Erxes customer to HubSpot as a contact, and add them as a participant in Viral Loops.
New Erxes customers appear in HubSpot instantly and join your referral program in Viral Loops without manual data entry.
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Update HubSpot contacts when Erxes customer data changes, and convert them in Viral Loops.
Keep your HubSpot CRM records current whenever an Erxes customer updates their profile information.
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Create a HubSpot deal for every Erxes form submission, and add a participant in Viral Loops.
Turn Erxes form submissions into active HubSpot deals while simultaneously enrolling participants in referral campaigns.
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Add Erxes company records to HubSpot, and register referral participants in Viral Loops.
Sync new company profiles from Erxes directly into HubSpot and track their referral status in Viral Loops.
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Create a HubSpot support ticket from Erxes customer messages and track referral participation.
Convert customer inquiries from Erxes into HubSpot support tickets while enrolling them in referral rewards.
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Update HubSpot company records when Erxes company details change, and update referral tracking.
Keep business account records synchronized across HubSpot and Viral Loops whenever Erxes company data updates.
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Use Claude to evaluate Erxes customer feedback, create a HubSpot priority ticket, and enroll in Viral Loops.
Analyze customer sentiment in Erxes with Claude before creating prioritized HubSpot tickets and referral entries.
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When an Erxes customer is created, log them in HubSpot, add a Viral Loops participant, and notify Slack.
Broadcast new customer registrations across HubSpot, Viral Loops, and your team's Slack communication channel.
Supported triggers and actions for Viral Loops and Erxes
Mix and match to build the exact automation you need

Viral Loops Triggers & Actions

Erxes Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → What can you automate with Erxes + Viral Loops?
Streamline customer signups, referral tracking, and reward fulfillment with automated workflows.
🔄
Sync Erxes customers to Viral Loops instantly
Automatically create referral participants in Viral Loops the moment a new customer registers in Erxes. Eliminate manual data entry and ensure every advocate is tracked from day one.
📋
Capture every submitted chat and form field
Map all available Erxes form submission details and customer attributes directly into Viral Loops participant profiles instead of just basic contact info. Your referral records become far more detailed.
🔔
Alert your team as soon as referrals happen
Send instant notifications to your marketing or sales channel whenever a customer reaches a milestone or redeems a reward in Viral Loops. Keep your entire team informed in real time.
🔀
Route participants based on custom form criteria
Execute different referral program workflows depending on specific answers submitted in Erxes customer forms. Segment your advocates automatically without manual sorting.
🔄
Keep participant profiles continuously updated
Automatically update Viral Loops participant details whenever a customer modifies their profile information or chat settings in Erxes. Prevent outdated contact records across your marketing stack.
🛡️
Prevent duplicate participant records
Upsert customer data intelligently across Erxes and Viral Loops so existing advocates never get registered twice. Maintain a clean and accurate referral database effortlessly.
🎯
Manage milestone achievements and rewards
Trigger automated follow-ups and reward fulfillment steps whenever participants reach specific milestones or redeem rewards in Viral Loops. Keep your advocates motivated and engaged.
🔌
Extend your workflow to Slack
Connect Erxes and Viral Loops to Slack to announce new participant milestones directly to your internal team channels. Bridge your chat platform, referral software, and team chat seamlessly.
And much more...
Who is Erxes + Viral Loops integration for?
Connecting Erxes and Viral Loops helps customer success, marketing, and sales teams seamlessly synchronize user interactions, track referral performance, and automate reward fulfillment across operations.
Performance marketers
Customer success managers
Agency account managers
Support team leads
Sales representatives
Operations coordinators
📈
Performance marketers
You're running referral campaigns across multiple ad sets but your tracking dashboard only updates when someone manually exports participants, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new customer lands in Viral Loops instantly and your data stays current.
⚡
Customer success managers
You need to act fast when new chat inquiries arrive but you find out about signups too late because support logs sit untouched in Erxes — connecting these apps means every new customer triggers immediate participant creation in Viral Loops so your onboarding team can engage advocates right away.
🤝
Agency account managers
You answer to clients who want to see daily referral growth metrics but compiling numbers by hand takes hours of tedious spreadsheet work — automating both apps means client dashboards update in real time and progress reports generate without manual effort.
💬
Support team leads
The volume of customer messages is too high for anyone to keep up by hand when manually registering advocates into referral programs — this integration means every support interaction links directly to your referral tracking software without missing a single loyal user.
🎯
Sales representatives
You own the closing step and depend on upstream chat agents to hand over qualified leads before initiating referral rewards — connecting these apps means lead data flows automatically from Erxes into Viral Loops so you can close deals without waiting on manual handoffs.
📋
Operations coordinators
You need a reliable customer history across your entire tech stack but keep finding gaps where chat signups failed to reach your referral platform — with this integration, every customer record syncs flawlessly and your historical data remains complete.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Viral Loops + Erxes
Build and manage your Viral Loops + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Viral Loops + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
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Automation is ready
Connect Viral Loops + Erxes Now 
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Frequently Asked Questions
How do I connect Erxes to Viral Loops?
You can connect Erxes to Viral Loops in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom referral workflows with tools like Slack and HubSpot.
How do I automatically add Erxes customers as referral participants in Viral Loops?
Can I connect Erxes, Viral Loops, and HubSpot?
What is a good Zapier alternative for Erxes and Viral Loops?
Can I update Viral Loops participants when Erxes customer data changes?
How do I track referral milestones between Erxes and Viral Loops?
Do I need coding skills to automate Erxes and Viral Loops?
Is the Erxes and Viral Loops integration free?
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