Referral Rock + Flowlu Integration

Integrate Flowlu to Referral Rock in one click, or tell Integrately AI how you want each contact handled. Add new accounts as members, update referral statuses, notify your team, and track ROI automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
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2.
  • 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
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready Workflows Ready Workflows for Flowlu + Referral Rock Integration

Capture new CRM accounts as referral members, update referral statuses, log rewards, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Referral Rock + Flowlu Integration

Create Flowlu 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 - Flowlu integration, anytime a new Referral Rock contact is created, an Flowlu 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 + Flowlu Integration

Create Flowlu task for new Referral Rock contact

Referral Rock and Flowlu are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Referral Rock, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flowlu + Referral Rock flow

Connect your financial, sales, and messaging tools to trigger follow-ups, update records, and alert your team when referral activities occur. Pick a combination and activate it in one click.

Referral Rock
Flowlu
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
F
S
R
Create a Stripe customer when a CRM Account is created in Flowlu, and add a Referral Rock member
New Flowlu CRM accounts immediately generate Stripe customers and Referral Rock members without manual data entry.
S
R
S
When a Stripe payment succeeds, update the Referral Rock reward and notify your team
Successful Stripe payments update your Referral Rock rewards instantly so tracking remains accurate.
S
F
S
Use ChatGPT to review Stripe failed charges, update Flowlu accounts, and alert finance
ChatGPT analyses failed Stripe charges so you can update Flowlu accounts and notify finance immediately.

Supported triggers and actions for Referral Rock and Flowlu

Mix and match to build the exact automation you need

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
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Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
Try it →
Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
Try it →
Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
Try it →
Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
Try it →
Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
Try it →
Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Search opportunity source in Flowlu
Try it →
Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
Try it →

What can you automate with Flowlu + Referral Rock?

Sync your CRM accounts, track customer referrals, manage rewards, and measure ROI across Flowlu and Referral Rock automatically.

What you can automate?
🔄
Sync new CRM accounts as referral members
Automatically register every new CRM Account created in Flowlu as a new member in Referral Rock without lifting a finger.
📋
Capture complete profile details
Map all available contact fields, organization names, and custom attributes from Flowlu directly into Referral Rock member profiles.
🔔
Alert your team instantly on updates
Trigger real-time notifications whenever a member is created or a referral reward is updated across your connected platforms.
🔀
Route records based on submitted criteria
Apply conditional logic to send high-tier clients to specific referral programs while routing standard accounts elsewhere.
✏️
Keep existing records up to date
Automatically update matching Referral Rock members whenever a CRM Account or project status changes in Flowlu.
🔍
Search and prevent duplicate entries
Check existing database records before creating new entries to keep your Referral Rock and Flowlu databases clean.
💰
Manage referral rewards and payouts
Synchronize reward creation and milestone updates between Referral Rock and your project or invoicing workflows.
🔗
Extend workflows with third-party apps
Connect Slack, HubSpot, or Stripe to your Flowlu and Referral Rock automation for a comprehensive business stack.
And much more...

Who is Flowlu + Referral Rock integration for?

Connecting Flowlu to Referral Rock helps sales teams, marketers, and founders streamline customer onboarding, track referral rewards, and measure campaign return on investment without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer success leads
Customer success leads
Business owners
Business owners
Operations managers
Operations managers
📈
Performance marketers
You're running referral campaigns across multiple channels but your tracking sheet only updates when someone manually exports members, so the ROI counts you're optimising against are always a few hours behind — with this integration, every new member lands in the system instantly and your data stays current.
Sales representatives
You depend on immediate lead notifications to close high-value deals, but new accounts created in Flowlu sit unnoticed until end-of-day reviews, meaning hot prospects wait too long for outreach — with this integration, every new CRM account is forwarded immediately and your response times drop.
📊
Account managers
Your clients want regular updates on their referral program status and project milestones, but gathering stats from separate dashboards takes hours away from client communication — with this integration, project and referral data synchronize automatically so client reviews run smoothly.
🚀
Customer success leads
Customer onboarding volume is increasing rapidly and manual data entry between your digital workspace and referral software is causing missed member entries — with this integration, every new task and account is processed instantly without human bottleneck.
💼
Business owners
You oversee both client operations in Flowlu and marketing growth in Referral Rock, but disjointed toolsets make it difficult to get a unified view of return on investment — with this integration, your core platforms work together to give you clear performance insights.
📋
Operations managers
Your team relies on clean records across projects, invoices, and referrals, but manual copy-pasting between systems leaves audit gaps and mismatched contact details — with this integration, every record update flows seamlessly from start to finish.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Referral Rock + Flowlu

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

1,500+ apps connected
1,500+ apps connected
Connect Referral Rock + Flowlu 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 Flowlu to Referral Rock?
Frequently Asked Questions
You can connect Flowlu to Referral Rock in just 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom automation, syncing accounts with apps like HubSpot, Slack, and Stripe instantly.
Can I automatically create Referral Rock members from new Flowlu CRM accounts?
Frequently Asked Questions
Can I connect Flowlu, Referral Rock, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flowlu and Referral Rock?
Frequently Asked Questions
How does Flowlu handle data synchronization with Referral Rock?
Frequently Asked Questions
How does Referral Rock manage reward updates from Flowlu?
Frequently Asked Questions
Do I need coding skills to automate Flowlu and Referral Rock?
Frequently Asked Questions
Is the Flowlu and Referral Rock integration free?
Frequently Asked Questions
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You Can Also Connect Flowlu or Referral Rock With 1500+ Other Apps

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Referral Rock
Popular Referral Rock Integrations
Sync Referral Rock with email marketing, customer support, and analytics platforms to scale your referral programs.