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.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
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.
+
HubSpot (3)
+
Slack (3)
+
Gmail (3)
+
Stripe (3)
+
Mailchimp (3)
+
Asana (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.
S
P
R
Create a Pipefy card and add a Referral Rock member when a Slack message arrives, and notify your team
Capture team requests from Slack straight into Pipefy and Referral Rock instantly.
P
R
S
When a card is created in Pipefy, add a Referral Rock member and notify your channel in Slack
Alert your team in Slack the moment a new Pipefy card and Referral Rock member are created.
R
P
S
When a Referral Rock reward is created, update the Pipefy card and notify your team in Slack
Keep your operations updated and notify your team in Slack whenever a Referral Rock reward is created.
P
R
G
Send an email in Gmail when a Pipefy card is created, and add a member in Referral Rock
Automate welcome emails, referral sign-ups, and operational tracking in one seamless step.
R
P
G
When a Referral Rock member is created, create a Pipefy card and send a welcome email in Gmail
Trigger onboarding emails and operational cards automatically when new members join in Referral Rock.
R
P
G
When a Referral Rock reward is updated, update the Pipefy card and email the participant via Gmail
Notify participants of reward updates and synchronize your Pipefy workflows automatically.
S
P
R
Create a Pipefy card and add a Referral Rock member when a Stripe customer is created
Turn new Stripe customers into Pipefy operational cards and Referral Rock referral participants instantly.
P
R
S
When a Pipefy card is completed, add a Referral Rock member and create a Stripe invoice
Generate invoices and register referral participants automatically upon Pipefy card completion.
R
P
S
When a Referral Rock referral is created, update the Pipefy card and create a Stripe customer
Establish new billing profiles and update operational cards when referrals are generated in Referral Rock.
P
M
R
Add a Mailchimp subscriber when a Pipefy card is created, and add a member in Referral Rock
Grow your email lists and register referral participants automatically from new Pipefy cards.
M
P
R
When a Mailchimp subscriber is created, create a Pipefy card and add a Referral Rock member
Turn newsletter subscribers into Pipefy operational cards and Referral Rock referral participants instantly.
R
P
M
When a Referral Rock member is updated, update the Pipefy card and update the Mailchimp subscriber
Keep subscriber lists and operational boards current when Referral Rock member details change.
P
A
R
Create an Asana task when a Pipefy card is created, and add a member in Referral Rock
Manage tasks in Asana while keeping Pipefy operations and Referral Rock tracking fully synchronized.
A
P
R
When an Asana task is completed, update the Pipefy card and add a Referral Rock referral
Mark Pipefy cards complete and log new referrals when Asana tasks reach completion.
R
P
A
When a Referral Rock referral is created, create a Pipefy card and create an Asana task
Initiate Pipefy cards and Asana project tasks instantly when new referrals are created in Referral Rock.
Supported triggers and actions for Referral Rock and Pipefy
Mix and match to build the exact automation you need
Referral Rock Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
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
Operations Leads
Account Managers
Program Coordinators
Project Supervisors
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 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
Connect Referral Rock + Pipefy 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.
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?
Yes, you can connect Pipefy and Referral Rock with HubSpot to sync contacts, update cards, and manage referrals alongside 1,500+ other apps.
What is a good Zapier alternative for Pipefy and Referral Rock?
Most alternatives lack 24/5 live support and pre-built templates, whereas Integrately offers ready workflows, 1-click setup, and Integrately AI for your Pipefy and Referral Rock integration.
How does Pipefy handle data updates in this integration?
You can update card fields in Pipefy automatically when referral members are updated, using pre-built templates on Integrately.
Can I track referral rewards and program updates in Pipefy?
Yes, when a reward is created in Referral Rock, you can update your Pipefy card fields automatically using ready workflows on Integrately.
Do I need coding skills to automate Pipefy and Referral Rock?
No coding skills are needed to connect Pipefy and Referral Rock; you can use ready templates or build custom flows with Integrately AI.
Is the Pipefy and Referral Rock integration free?
You can start connecting Pipefy and Referral Rock with a free forever plan available on Integrately, with premium features and 42,000+ active users.
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Pipefy or Referral Rock With 1500+ Other Apps
Popular Pipefy Integrations
Connect Pipefy with project management, document storage, and communication tools to streamline team workflows.