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Automate tasks across Pipeline CRM with Referral Rock

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Pipeline CRM and Referral Rock talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Pipeline CRM and Referral Rock work.

Connect your Pipeline CRM and Referral Rock. 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 49 actions between Pipeline CRM and Referral Rock.
Can’t find an action you need? Let us know.

Create ActivityCreate activity in Pipeline CRM.List ActivitiesRun a list activities action in Pipeline CRM.Retrieve ActivityRun a retrieve activity action in Pipeline CRM.Update ActivityUpdate activity in Pipeline CRM.Create Calendar EntryCreate calendar entry in Pipeline CRM.Delete Calendar EntryDelete calendar entry in Pipeline CRM.List Calendar EntriesRun a list calendar entries action in Pipeline CRM.Retrieve Calendar EntryRun a retrieve calendar entry action in Pipeline CRM.Update Calendar EntryUpdate calendar entry in Pipeline CRM.Create CompanyCreate company in Pipeline CRM.Delete CompanyDelete company in Pipeline CRM.List CompaniesRun a list companies action in Pipeline CRM.Retrieve CompanyRun a retrieve company action in Pipeline CRM.Update CompanyUpdate company in Pipeline CRM.Create DealCreate deal in Pipeline CRM.

Frequently asked questions

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

MindCloud connects Pipeline CRM and Referral Rock 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.