Create contacts in HubSpot from new referrals added in Referral Rock

First, we need to connect Referral Rock and HubSpot to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Referral Rock to Zapier.

  Give Zapier access to your Referral Rock account, using Referral Rock credentials.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Referral Rock

  Choose the following trigger: New Referral (Triggers when a new referral is created.).

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  Then set up an Action for HubSpot

  Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Referral Rock and HubSpot.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create contacts in HubSpot from new referrals added in Referral Rock!