What it is

Push a new referral into your CRM as a contact, lead, or deal and set its pipeline stage, so referred prospects land where your team already works.

How it works

Referral created in Referral Rock → a new/updated record (Contact / Lead / Deal) in the CRM at the stage you choose. Outbound (Referral Rock → CRM).

Integration Type	Systems
Native	HubSpot, Salesforce, Zoho, Pipedrive
Via Zapier	Keap, HighLevel, Jobber, Housecall Pro, ServiceTitan
General	Zapier, REST API

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Referral Routing vs Customer Feed
Routing creates a new record from a referral (outbound); Customer Feed reads system-of-record activity to approve referrals (inbound). They work from opposite directions.

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Referral Routing vs Member Sync
Routing creates a new record; Member Sync updates existing records with program data.