Bigin by Zoho CRM + Referral Rock Integration

Integrate Bigin by Zoho CRM to Referral Rock in one click, or tell Integrately AI how you want each contact handled. Add members and referrals, update your records, and trigger reward follow-ups automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Referral Rock
    Member is created in Referral Rock Instant
  • Referral Rock
    Member is updated in Referral Rock Instant
  • Referral Rock
    Referral is created in Referral Rock Instant
  • Referral Rock
    Referral is updated in Referral Rock Instant
  • Referral Rock
    Reward is created in Referral Rock Instant
  • Referral Rock
    Reward is updated in Referral Rock Instant
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2.
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
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    Search task in Bigin by Zoho CRM
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  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Referral Rock
    Add member in Referral Rock
  • Referral Rock
    Search member in Referral Rock
  • Referral Rock
    Add referral in Referral Rock
  • Referral Rock
    Add potential invite in Referral Rock
  • Referral Rock
    Update referral in Referral Rock
  • Referral Rock
    Search referral in Referral Rock
  • Referral Rock
    Search program in Referral Rock
  • Referral Rock
    Unsubscribe email in Referral Rock

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Referral Rock Integration

Capture new contacts, add members, track referrals, update deals, and trigger rewards, all in just one click.

Most popular automationsmost-popular-automations
Referral Rock + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Referral Rock contact

In Referral Rock, when you create a contact, it automatically creates a task in Bigin by Zoho CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Bigin by Zoho CRM + Referral Rock Integration

Create Referral Rock contact for new Bigin by Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bigin by Zoho CRM - Referral Rock integration, anytime a new Bigin by Zoho CRM contact is created, an Referral Rock contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Referral Rock + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Referral Rock contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Referral Rock - Bigin by Zoho CRM integration, anytime a new Referral Rock contact is created, an Bigin by Zoho CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Referral Rock + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal from new Referral Rock contact

Anytime a new contact is created in your Referral Rock, a new deal will automatically be created in your Bigin by Zoho CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Referral Rock - Bigin by Zoho CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Connect more apps to your Bigin by Zoho CRM + Referral Rock flow

Send customer data to email lists, collect feedback, process payments, and notify your team after every referral event. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Referral Rock
+
MailchimpMailchimp (4)
+
TypeformTypeform (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
B
M
R
Add every new Bigin by Zoho CRM contact to your Mailchimp audience, and create a Referral Rock member.
New Bigin by Zoho CRM contacts are added to your Mailchimp audience and registered in Referral Rock instantly, keeping your marketing and referral lists in sync.
R
B
M
Update your Bigin by Zoho CRM contact and tag them in Mailchimp when a Referral Rock referral is created.
Referral Rock referral events update your Bigin by Zoho CRM contacts and apply matching tags in Mailchimp automatically.
B
M
R
When a Bigin by Zoho CRM contact is updated, sync the changes to Mailchimp and update the Referral Rock record.
Contact modifications in Bigin by Zoho CRM flow directly into Mailchimp and Referral Rock to maintain consistent data.
B
C
M
R
Use ChatGPT to analyse every new Bigin by Zoho CRM contact, add them to Mailchimp, and register a Referral Rock member.
AI analysis of Bigin by Zoho CRM contacts determines Mailchimp list placement before creating a Referral Rock member.

Supported triggers and actions for Bigin by Zoho CRM and Referral Rock

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Referral Rock
Referral Rock Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
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Instant
Member is updated in Referral Rock
Triggers the automation when a member's profile is updated
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Instant
Referral is created in Referral Rock
Triggers the automation when a referral is created
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Instant
Referral is updated in Referral Rock
Triggers the automation when a referral is updated
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Instant
Reward is created in Referral Rock
Triggers the automation when a reward is created
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Instant
Reward is updated in Referral Rock
Triggers the automation when a reward is updated
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Add member in Referral Rock
Adds a new member to the particular group or team
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Search member in Referral Rock
Searches for a member with
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Add referral in Referral Rock
Creates and track referrals with
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Add potential invite in Referral Rock
Sends invitations to potential contacts for upcoming events
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Update referral in Referral Rock
Updates referral information
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Search referral in Referral Rock
Searches for a referral
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Search program in Referral Rock
Searches for a program
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Unsubscribe email in Referral Rock
Removes email address from mailing list
Try it →

What can you automate with Bigin by Zoho CRM + Referral Rock?

Streamline your customer data flows, track advocate rewards, and keep your sales pipeline synchronized in real time.

What you can automate?
🔄
Sync contacts and members instantly
Automatically create a Referral Rock member whenever a new contact is created in Bigin by Zoho CRM, ensuring every customer is enrolled in your referral program without manual data entry.
📝
Capture complete contact and deal details
Pass all submitted fields and deal statuses between Bigin by Zoho CRM and Referral Rock so your records match perfectly across both systems.
🔔
Alert your team on referral updates
Notify staff immediately when a new referral or reward is created in Referral Rock, ensuring quick follow-up on top advocates.
🔀
Route referrals based on criteria
Check submitted contact tiers or deal values in Bigin by Zoho CRM before adding members to specific Referral Rock reward programs.
🔄
Keep deal statuses synchronized
Update Bigin by Zoho CRM deals automatically whenever a Referral Rock referral status changes from pending to approved.
🔍
Search and update existing records
Search for existing contacts in Bigin by Zoho CRM before adding new referral data, preventing duplicate records in your database.
💰
Track rewards and payouts
Log reward creation events from Referral Rock straight into Bigin by Zoho CRM to keep revenue and commission tracking accurate.
🔗
Extend your workflow to Slack
Trigger instant Slack team notifications whenever a new referral is successfully converted from a Bigin by Zoho CRM deal.
And much more...

Who is Bigin by Zoho CRM + Referral Rock integration for?

Sales managers, marketers, and operations leaders use this integration to automate contact syncs, track referrals, and eliminate manual data entry across platforms.

Sales managers
Sales managers
Customer success leads
Customer success leads
Agency account executives
Agency account executives
High-growth founders
High-growth founders
Partnership coordinators
Partnership coordinators
Operations directors
Operations directors
📈
Sales managers
You're tracking pipeline opportunities in Bigin by Zoho CRM, but referral data stays siloed in Referral Rock so you never get a clear view of which deals originated from advocates — automating both apps means every converted referral updates your sales pipeline instantly.
Customer success leads
You manage client onboarding tasks in Bigin by Zoho CRM, but find out about new referral sign-ups days after advocates join your program — this integration means new Referral Rock members create follow-up tasks in Bigin by Zoho CRM immediately.
📊
Agency account executives
You report on campaign attribution to clients every week, but manually matching Bigin by Zoho CRM deals to Referral Rock rewards takes hours — connecting these apps means your attribution tracking updates automatically.
🚀
High-growth founders
Your team handles hundreds of inbound leads in Bigin by Zoho CRM and manually creates Referral Rock members for each one, but volume makes slip-ups inevitable — automating both apps means every lead becomes a referral member without manual effort.
🤝
Partnership coordinators
You depend on sales reps to log referral partners in Bigin by Zoho CRM before they receive Referral Rock rewards, but updates are always delayed — integrating these apps means partner status syncs across platforms instantly.
🗂️
Operations directors
You rely on clean data across Bigin by Zoho CRM and Referral Rock, but manual record updates leave frequent gaps in customer histories — this integration means every contact change updates member and referral records in real time.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Referral Rock

Build and manage your Bigin by Zoho CRM + Referral Rock automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Referral Rock with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Referral Rock?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Referral Rock in one click using Integrately. Choose from ready-made templates or use Integrately AI to build custom workflows combining Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create a Referral Rock member when a contact is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Referral Rock, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Referral Rock?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact updates in this integration?
Frequently Asked Questions
Can Referral Rock rewards update deals in Bigin by Zoho CRM automatically?
Frequently Asked Questions
Is coding required to set up the Bigin by Zoho CRM and Referral Rock integration?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Referral Rock integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Referral Rock With 1500+ Other Apps

Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Connect Bigin by Zoho CRM to CRMs, email tools, and messaging platforms to manage and follow up on your sales pipeline.
Referral Rock
Popular Referral Rock Integrations
Sync Referral Rock with marketing, analytics, and reporting tools to keep your referral program data working across your stack.