Overview

Connect your Close CRM account with Referral Rock using Zapier in order to:

• Update referrals from Close CRM lead status updates
• Update referrals from CRM opportunity status updates

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Prerequisites

• To add your Referral Rock account to Zapier, you will need a Public and Private API Keys. You can create them here.

Update Referrals

Watch the video below to learn how to update the referral status from Close CRM Lead status updates.

Watch the video below to learn how to update the referral status from Zoho Opportunity status updates.