Referral Rock + Pipefy Integration

Integrate Pipefy to Referral Rock in one click, or tell Integrately AI how you want each card handled. Create members, update referral statuses, notify your team, and track your ROI automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
Arrow Right
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
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Pipefy + Referral Rock Integration

Capture new cards, add members, update referral statuses, notify your team, and track your ROI, all in just one click.

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Connect more apps to your Pipefy + Referral Rock flow

Connect your CRM, team chat, and email tools to keep communication flowing and records synchronized across your entire stack. Pick a combination and activate it in one click.

Referral Rock
Pipefy
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
AsanaAsana (3)
P
H
R
Add a HubSpot contact for every new Pipefy card, and add a member in Referral Rock
New Pipefy cards instantly create HubSpot contacts and Referral Rock members without manual data entry.
H
P
R
Create a Pipefy card when a HubSpot contact is added, and add a member in Referral Rock
Keep workflows moving by turning new HubSpot contacts into Pipefy cards and Referral Rock members instantly.
R
H
P
When a Referral Rock member is updated, update the matching HubSpot contact and Pipefy card field
Synchronize member updates across Referral Rock, HubSpot, and Pipefy automatically.

Supported triggers and actions for Referral Rock and Pipefy

Mix and match to build the exact automation you need

Referral Rock
Referral Rock Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
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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
Try it →
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
Try it →
Unsubscribe email in Referral Rock
Removes email address from mailing list
Try it →
Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
Try it →
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it →
Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it →
Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it →
Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
Try it →
Instant
Card is expired in Pipefy
Triggers the automation when a card expires
Try it →
Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it →
Update card field in Pipefy
Updates fields on a card with new information
Try it →
Create card in Pipefy
Generates a new card for a task
Try it →
Search card in Pipefy
Searches for a card
Try it →

What can you automate with Pipefy + Referral Rock?

Streamline your workflow operations and referral management with robust, automated triggers and actions.

What you can automate?
🚀
Sync Pipefy cards and Referral Rock members automatically
Create a member in Referral Rock the moment a card is created in Pipefy. Eliminate manual copying and keep both systems perfectly aligned.
📝
Capture every submitted field across both platforms
Map all custom card fields and referral details into your records instead of just basic names and emails. Your operational database becomes a comprehensive source of truth.
🔔
Notify your team the second activity happens
Alert team members in Slack or Gmail immediately when new cards or referral rewards are created. Keep everyone informed without manual check-ins.
🔀
Route data conditionally based on submitted values
Send specific cards to different boards or trigger tailored follow-up actions depending on the tier or category selected by the user.
🔄
Keep operational records updated in real time
Update card fields and member statuses across both apps automatically as work progresses through different pipeline stages.
🛡️
Add or update records instead of creating duplicates
Search existing members and cards before adding new entries, keeping your databases clean and organized automatically.
⏱️
Handle later status changes and milestone updates
Trigger automated follow-ups and update card statuses when referrals are approved, rewards are created, or workflows are completed.
🌐
Extend your workflow to external business tools
Connect Pipefy and Referral Rock with HubSpot, Slack, or Gmail to build powerful multi-step operational pipelines.
And much more...

Who is Pipefy + Referral Rock integration for?

Operations managers, marketing teams, and program administrators streamline their workflow tracking and referral management without manual data entry.

Marketing Analysts
Marketing Analysts
Operations Leads
Operations Leads
Account Managers
Account Managers
Program Coordinators
Program Coordinators
Project Supervisors
Project Supervisors
Finance Administrators
Finance Administrators
📈
Marketing Analysts
You pull campaign metrics and referral numbers for executive reports, but your tracking boards only update when someone manually exports cards, so your counts are always hours behind — this integration means every new member lands in your system instantly and your data stays current.
Operations Leads
You need to assign tasks and onboard participants the moment they register, but you find out too late because notifications require manual checks — with this integration, every card creation triggers immediate downstream actions so your team acts without delay.
🤝
Account Managers
You answer to clients who want daily updates on their referral rewards and process stages, but compiling status reports takes hours of manual digging — automating both apps means your dashboard reflects real-time progress and client reviews run smoothly.
🔄
Program Coordinators
The volume of incoming participants is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned cards — connecting these apps means every submission gets processed instantly and your program scales without extra headcount.
📋
Project Supervisors
You own the execution phase and depend on sales or marketing to hand over member details, but information gets stuck in transit — automating both apps means every new referral card arrives in your workflow queue the second it is submitted.
🗂️
Finance Administrators
You need a reliable audit history for rewards and operational milestones, but you keep finding gaps caused by manual entry errors — this integration means every transaction and membership change is recorded accurately across your entire tool stack.
Our team

Ready Workflows 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 Referral Rock + Pipefy

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

1,500+ apps connected
1,500+ apps connected
Connect Referral Rock + Pipefy 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipefy to Referral Rock?
Frequently Asked Questions
You can connect Pipefy to Referral Rock in just 1 click using ready-made templates on Integrately, or use Integrately AI to set up custom workflows with apps like HubSpot, Slack, and Gmail.
Can I automatically create a Referral Rock member when a new Pipefy card is created?
Frequently Asked Questions
Can I connect Pipefy, Referral Rock, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and Referral Rock?
Frequently Asked Questions
How does Pipefy handle data updates in this integration?
Frequently Asked Questions
Can I track referral rewards and program updates in Pipefy?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and Referral Rock?
Frequently Asked Questions
Is the Pipefy and Referral Rock integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Pipefy or Referral Rock With 1500+ Other Apps

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Referral Rock
Popular Referral Rock Integrations
Sync Referral Rock with marketing automation, customer support, and analytics platforms to scale your referral programs.