[Feature Update] 🌟 9 new native integrations (open beta)

Hey it's Mica,

Every month we get closer to helping customers build automated referral systems that run in the background. Integrations are a big part of that, because they connect the systems you already use to your referral program.

We’ve chipped away at making our integrations easier all year, improving our bulk importer, making our API and Zapier more robust, and creating a better Referral Form (no need to setup conversion tracking).

This month, we're rolling out a major update, adding 9 new native integrations to handle the most common use cases:

• Connect your system of record to approve referrals and add new members

• Move a new referral into your CRM as a contact, lead, or deal

The new integrations are in open beta. Reply to this email to schedule a time to setup yours, or request a system we don’t have yet.

Let's dive in. 👇👇

-Mica
Head of Operations

🛠️ Connect your systems natively (9 new integrations)

We get requests to integrate with all sorts of systems, from CRMs to billing platforms to e-commerce stores and everything in between. Each of these systems is different, but when it comes to referral programs, there are two common integration use cases:

• Customer Feed - Connect your system of record. Every time someone becomes a customer in your system, you can add them to your referral program so they can start sharing. If that customer was referred, then update the referral status to approved.

• Referral Routing - Move a new referral into your CRM as a contact, lead, or deal. Whenever a new referral is captured in Referral Rock, pass that information to your system so they can go through your existing marketing/sales flow.

Our goal is to build as many native integrations as possible, but we can't build them all from Day 1. We started with the 9 most requested systems.

Here are some examples of how this works in practice.

⚙️ Configure how your integration works

Every business uses their systems a little differently. The stage that means "we got paid" in your system is not the same as somebody else's. Instead of guessing what people need, we established a team to configure each integration on demand based on your setup.

Reply to this email or schedule a time with your account manager to get started.

Together, we’ll talk through your integration requirements to determine:

• What counts as a new customer (map the object, field, and value)

• How you want to route referrals (record to create and fields to pass)

Next, if your setup matches one of our approved use cases, we’ll build the integration to match your specifications.

Here’s an example of a recent Pipedrive integration that we built in 1 week.