Referral Rock + DirectIQ Zapier Integration

Turn Referrals into Contacts with Referral Rock + DirectIQ

Adrian Pali
Written by Adrian PaliLast update 1 day ago

Want to supercharge your referral program communication? With our Zapier integration, you can connect Referral Rock to DirectIQ and automatically add new referrals and members as contacts or send emails instantly no manual steps or coding required!


What You’ll Need:


Available Templates

Use these Zapier templates to streamline and automate your referral workflows:


👤 Add New Referrals in Referral Rock as DirectIQ Contacts
Automatically add each new referral to your DirectIQ list ideal for nurturing or special offers.


🧑‍💼 Add New Referral Rock Members to DirectIQ
Seamlessly add new program members as contacts for onboarding and regular updates.


📨 Send DirectIQ Emails for New Referral Rock Referrals
Trigger personalized emails when a referral is submitted perfect for confirmations or incentives.


📨 Send Transactional Emails in DirectIQ for New Members in Referral Rock
Welcome new members with automated onboarding emails or program guides.


Setup Instructions

  1. Choose the template that fits your workflow.

  2. Log in to your Referral Rock and DirectIQ accounts.

  3. Select the referral or member trigger and your email or contact action.

  4. Map key fields like name and email.

  5. Test your Zap to ensure everything works.

  6. Activate the Zap and let automation handle the rest!


Need help? We’ve got your back email us at support@directiq.com.

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