Create sales contacts from marketing leads
When a new lead is captured in Referral Factory, automatically create a matching contact record in MarketSharp so your sales team can begin outreach.
See all Referral Factory + MarketSharp integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Referral Factory Explore Referral Factory →
TriggersFires when a new lead or contact is captured in Referral Factory.
Fires when a contact enters an automation in Referral Factory.
Fires when a field on a contact changes in Referral Factory.
Fires when a contact unsubscribes in Referral Factory.
Creates or updates a contact in Referral Factory.
Adds a contact to a workflow or campaign in Referral Factory.
Sends an email or message to a contact via Referral Factory.
Changes a contact's tags in Referral Factory.
MarketSharp Explore MarketSharp →
TriggersFires when a new contact or lead is added to MarketSharp.
Fires when a field on a contact changes in MarketSharp.
Fires when a deal, case or record moves to a new stage in MarketSharp.
Fires when a deal is marked won in MarketSharp.
Creates or updates a contact in MarketSharp.
Creates a new deal in MarketSharp.
Moves a deal or record to a new stage in MarketSharp.
Logs a call, email, or note against a record in MarketSharp.
More Referral Factory + MarketSharp workflows
Enroll new CRM leads in marketing campaigns
When a new lead is created in MarketSharp, automatically add them to an onboarding campaign in Referral Factory so they receive relevant marketing materials instantly.
See details
Tag active deals for targeted messaging
When a deal stage changes in MarketSharp, automatically apply a strategic tag to the contact in Referral Factory to trigger tailored follow-up messages.
See details
See all Referral Factory + MarketSharp integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create sales contacts from marketing leads” between Referral Factory and MarketSharp?
Yes — describe it in the box above and Knit's Integrations Agent researches Referral Factory and MarketSharp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do MarketSharp and Referral Factory work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both MarketSharp and Referral Factory to maintain compliance.