Referral Rock + Sharepoint Integration

Connect Referral Rock to Sharepoint - Automate your workflows in 1-click

Make use of Referral Rock automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Sharepoint automations help you automate file uploads and downloads, trigger workflows based on file activity, and centralize document management. And automate all the repetitive tasks between Referral Rock & Sharepoint using Integrately.

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Ready Workflows For Referral Rock + Sharepoint Integration

Just click on the workflow you want to automate

Create Sharepoint folder for new Referral Rock contact

Referral Rock + Sharepoint Integration

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Create Your Own Referral Rock & Sharepoint Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Member is created in Referral Rock
Triggers the automation when a new member is added
Instant
Member is updated in Referral Rock
Triggers the automation when a member's profile is updated
Instant
Referral is created in Referral Rock
Triggers the automation when a referral is created
Instant
Referral is updated in Referral Rock
Triggers the automation when a referral is updated
Instant
Reward is created in Referral Rock
Triggers the automation when a reward is created
Instant
Reward is updated in Referral Rock
Triggers the automation when a reward is updated
Instant
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
Folder is created in Sharepoint
Triggers the automation when a new folder is created

Add member in Referral Rock
Adds a new member to the particular group or team
Search member in Referral Rock
Searches for a member with
Add referral in Referral Rock
Creates and track referrals with
Add potential invite in Referral Rock
Sends invitations to potential contacts for upcoming events
Update referral in Referral Rock
Updates referral information
Search referral in Referral Rock
Searches for a referral
Search program in Referral Rock
Searches for a program
Unsubscribe email in Referral Rock
Removes email address from mailing list
Create list item in Sharepoint
Adds a new item to a list
Create list in Sharepoint
Generates a new list
Create folder in Sharepoint
Creates a new folder in the designated location
Search folder by name in Sharepoint
Searches for a folder by its name
Upload file in Sharepoint
Uploads a file to the particular location
Search file by name in Sharepoint
Find files based on their names
Download file in Sharepoint
Download files to a location
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder

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Integrate Referral Rock & Sharepoint In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Referral Rock or Sharepoint With 1200+ Other Apps

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)!

See Referral Rock Integrations

SharePoint is a powerful tool that helps you organize and share all your important information. You can use it as a secure place to store, organize, share, and access information from any device. All you need is just a web browser.

See Sharepoint Integrations