Enroll new CRM leads in marketing campaigns
When a new lead is created in PersistIQ, automatically add them to an onboarding campaign in Referral Rock so they receive relevant marketing materials instantly.
See all Referral Rock + PersistIQ 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 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.
PersistIQ Explore PersistIQ →
TriggersFires when a new contact or lead is added to PersistIQ.
Fires when a field on a contact changes in PersistIQ.
Fires when a deal, case or record moves to a new stage in PersistIQ.
Fires when a deal is marked won in PersistIQ.
Creates or updates a contact in PersistIQ.
Creates a new deal in PersistIQ.
Moves a deal or record to a new stage in PersistIQ.
Logs a call, email, or note against a record in PersistIQ.
More Referral Rock + PersistIQ workflows
Create sales contacts from marketing leads
When a new lead is captured in Referral Rock, automatically create a matching contact record in PersistIQ so your sales team can begin outreach.
See details
Tag active deals for targeted messaging
When a deal stage changes in PersistIQ, automatically apply a strategic tag to the contact in Referral Rock to trigger tailored follow-up messages.
See details
See all Referral Rock + PersistIQ integrations → · Browse the full workflow library →
Common questions
Can Knit build “Enroll new CRM leads in marketing campaigns” between Referral Rock and PersistIQ?
Yes — describe it in the box above and Knit's Integrations Agent researches Referral Rock and PersistIQ'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 PersistIQ 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 PersistIQ and Referral Rock to maintain compliance.