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Automate tasks across Keap with Referral Factory

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Keap and Referral Factory talk.
Here are some common ways to automate work between them.

Send a Referral Factory notification when Keap receives a high-priority item.Try now
Create a Referral Factory follow-up from new qualified activity in Keap.Try now
Copy new customer details from Keap into Referral Factory.Try now
Update the matching Referral Factory item when a Keap status changes.Try now
Start a review in Referral Factory when Keap flags an exception.Try now
Summarize new Keap activity and save it in Referral Factory.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Keap and Referral Factory work.

Connect your Keap and Referral Factory. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 41 actions between Keap and Referral Factory.
Can’t find an action you need? Let us know.

Create CompanyCreate company in Keap.Get CompanyRun a get company action in Keap.List CompaniesRun a list companies action in Keap.Update CompanyUpdate company in Keap.Create ContactCreate contact in Keap.Delete ContactDelete contact in Keap.Get ContactRun a get contact action in Keap.Update ContactUpdate contact in Keap.List ContactsRun a list contacts action in Keap.List EmailsRun a list emails action in Keap.Send EmailSend email in Keap.Get FileRun a get file action in Keap.List FilesRun a list files action in Keap.Create NoteCreate note in Keap.Get NoteRun a get note action in Keap.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Keap and Referral Factory.

MindCloud connects Keap and Referral Factory so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.