Referral Rock Keap

Referral Rock + Keap Integrations, Built by an AI Agent

Put Referral Rock + Keap to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Referral Rock and Keap below — describe the exact one you want above and the Agent builds it on demand.

Referral Rock + Keap When a new reward is issued in Referral Rock, update the contact record or apply a tag in Keap. See details
Enroll new CRM leads in marketing campaigns When a new lead is created in Keap, automatically add them to an onboarding campaign in Referral Rock so they receive relevant marketing materials instantly. See details
Create sales contacts from marketing leads When a new lead is captured in Referral Rock, automatically create a matching contact record in Keap so your sales team can begin outreach. See details
Tag active deals for targeted messaging When a deal stage changes in Keap, automatically apply a strategic tag to the contact in Referral Rock to trigger tailored follow-up messages. See details

Browse the full workflow library →

Looking to achieve something else with Referral Rock and Keap?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Referral Rock and Keap

Everything Referral Rock and Keap can do inside a workflow — the triggers that start one and the actions that run when it fires.

Referral Rock Explore Referral Rock →

Referral Rock is referral software designed to help businesses launch, track, and manage customer referral programs.

Triggers
New Member

Triggers when a new member signs up.

New Referral

Triggers when a new referral is created.

New Reward

Triggers when a new reward is created.

Updated Member

Triggers when a member is updated.

Updated Referral

Triggers when a referral is updated.

Actions
Add Member

Add a new member to a referral program.

Add Referral

Adds a new referral from a member.

Add Referral Action

Creates a new Referral Action to be used for processing new recurring rewards.

Feed Customer

Update the status of matching referrals to Approved across all programs and add contacts as preloaded members based on account settings.

Update Member

Update fields on an existing member

Update Referral

Update a referral.

Keap Explore Keap →

Keap is a CRM and sales automation platform designed for small businesses to manage lead collection, customer records, and payment collecting in one place.

Triggers
New Action Sequence

Triggers when a new Action Sequence is added.

New Affiliate

For Ulimate users, triggers when a new affiliate is added.

New Appointment Event

For Ultimate users: triggers when a new appointment is added, deleted, or edited.

New Company Event

Triggers when a company is added, deleted, or edited.

New Contact

Triggers when a new contact is created.

New Invoice Event

Triggers when a invoice is added, deleted, or edited.

Actions
Create Product

Creates a Product

Create Company

Creates a Company

Create Invoice

Creates an invoice with line items.

Create Note

Creates a new note on a contact record

Create Task

Creates a new task on a contact

Add a Product to an Invoice

Add a product to an already existing Invoice

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Referral Rock + Keap

Is there a pre-built Referral Rock + Keap automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Referral Rock and Keap's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Referral Rock or Keap connector?

No. The Agent works whether or not Referral Rock or Keap already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Keap and Referral Rock 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 Keap and Referral Rock to maintain compliance.

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