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 all Referral Rock + Keap integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
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 Rock Explore Referral Rock →
TriggersFires when a new lead or contact is captured in Referral Rock.
Fires when a contact enters an automation in Referral Rock.
Fires when a field on a contact changes in Referral Rock.
Fires when a contact unsubscribes in Referral Rock.
Creates or updates a contact in Referral Rock.
Adds a contact to a workflow or campaign in Referral Rock.
Sends an email or message to a contact via Referral Rock.
Changes a contact's tags in Referral Rock.
Keap Explore Keap →
TriggersFires when a new contact or lead is added to Keap.
Fires when a field on a contact changes in Keap.
Fires when a deal, case or record moves to a new stage in Keap.
Fires when a deal is marked won in Keap.
Creates or updates a contact in Keap.
Creates a new deal in Keap.
Moves a deal or record to a new stage in Keap.
Logs a call, email, or note against a record in Keap.
More Referral Rock + Keap workflows
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
See all Referral Rock + Keap integrations → · Browse the full workflow library →
Common questions
Can Knit build “Tag active deals for targeted messaging” between Referral Rock and Keap?
Yes — describe it in the box above and Knit's Integrations Agent researches Referral Rock and Keap'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 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.