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Referral Rock Integration

ApproveThis manages your Referral Rock Integration approvals.

April 17, 2025

Integration Category: Crm

When Referral Programs Meet Approval Processes

Let's get real - referral programs should be growth engines, not paperwork generators. But between tracking new members, verifying legitimate referrals, and processing rewards, things get messy fast. Meanwhile, ApproveThis lives for this exact problem: turning approval bottlenecks into straight-through processing.

Here's why this combo matters: Referral Rock handles the "who referred whom" mechanics beautifully. ApproveThis handles the "wait, does this count?" debates decisively. Together through Zapier, they automate the handoffs that normally make managers want to hide in conference rooms.

No More Approval Black Holes

Most referral programs die from slow response times, not bad ideas. When marketing needs legal to vet a new reward structure or finance to approve a payout, traditional email chains add days of delay. With ApproveThis:

  • Approvers get notified in their existing tools (email, Slack, Teams)
  • Decisions happen in one click - no logins required for external partners
  • Auto-escalation kicks in if someone's OOO

Example: A 200-employee SaaS company automated their customer referral payouts. Previously, 30% of rewards expired because approvals took longer than the promo period. After connecting Referral Rock to ApproveThis via Zapier, they processed 92% of referrals within 24 hours.

Three Ways This Integration Actually Works

1. Auto-Add New Program Members (Without HR Headaches)

Scenario: Your sales team closes a enterprise deal that includes 50 participant seats in your referral program. Instead of manually loading users into Referral Rock:

The Zap: New ApproveThis request → Add member(s) to Referral Rock

Real impact: A logistics company uses this to onboard franchise partners into their B2B referral program. Approvers validate partner eligibility in ApproveThis, triggering automatic Referral Rock enrollment once approved.

2. Instant Fraud Checks on New Referrals

Scenario: A customer submits 12 referrals in 24 hours. Good hustle or gaming the system?

The Zap: New Referral Rock referral → Create ApproveThis review request

How teams use this: A fintech company routes all referrals over $500 through compliance reviews. ApproveThis uses calculated fields to flag unusual patterns (multiple referrals from same IP, new accounts, etc.) before payout approval.

3. Reward Processing That Doesn't Require Baby-Sitting

Scenario: A approved referral needs custom reward handling - say, split between two affiliates or special tax treatment.

The Zap: ApproveThis decision → Create Referral Rock action with approval notes

Real example: A vacation rental platform auto-processes 80% of referrals instantly via approval thresholds (<$250), while flagging exceptions for manual review. Approved requests push custom instructions to Referral Rock for fulfillment.

Why This Isn't Just Another Integration

Most approval tools create new busywork. ApproveThis removes it by adapting to how teams actually work:

For Marketing Teams: Launch referral campaigns faster by embedding approval rules upfront. No more retroactive clawbacks because someone missed fine print.

For Finance Teams: Set approval thresholds that auto-approve small rewards but require receipts/contracts for big payouts. All tracked in one audit-ready dashboard.

For Customer Success: Let partners approve referral participants directly via email - no training needed. Delegation rules ensure coverage during vacations.

Setting This Up Without Losing Your Mind

Zapier keeps this simple, but here's the playbook:

  1. Connect ApproveThis and Referral Rock to Zapier
  2. Pick your trigger (New Request, New Referral, etc.)
  3. Map critical fields: User emails, referral amounts, approval notes
  4. Test with a $0 referral to confirm workflows
  5. Enable and stop micromanaging spreadsheets

Pro tip: Use ApproveThis' calculated fields to auto-flag referrals needing review. Example: IF ReferralAmount > 500 THEN RouteToCompliance

Who Actually Benefits From This?

Scaleups (50-500 Employees)

You're big enough to need process, but small enough that manual approvals eat strategy time. This integration lets you:

- Maintain program integrity as referral volume grows 10x
- Keep approval SLAs under 4 hours without hiring coordinators
- Prove ROI with clear metrics on approval times/referral quality

Enterprise Teams (1,000-5,000 Employees)

Your challenge is compliance, not speed. The combo helps by:

- Enforcing regional approval rules (e.g., GDPR vs CCPA requirements)
- Automating audit trails for SOX or SOC 2 reports
- Integrating with existing HR systems for approver validation

Features You'll Actually Use

Beyond basic approvals, these matter for referral programs:

Approval Thresholds: Auto-approve small rewards but require VP sign-off on big-ticket items. Saves 6-8 hours/week on routine OKs.

Conditional Routing: Send affiliate referrals to partnerships team, customer referrals to CS. No more wrong-approver ping pong.

Vacation Delegation: Critical when 20% of referrals come in during December. Approvers auto-reassign if OOO.

The Bottom Line

Referral programs live or die on participant trust. Delayed approvals signal disorganization. Overly manual reviews kill momentum. This integration fixes both by making approvals:

- Fast: Most decisions happen in <2 hours
- Transparent: Real-time status tracking for all stakeholders
- Scalable: Handle 10 or 10,000 referrals without process tweaks

It's not about having more tools - it's about removing the crap between tools that costs you deals and reputation.

Next Steps for Sane Approvals

If you're spending more than 30 minutes daily on referral approvals, you're doing it wrong. Here's how to fix it:

1. Get an ApproveThis account (free 14-day trial)
2. Connect to Referral Rock via Zapier (takes 8 minutes)
3. Clone our pre-built templates for common referral flows

Or book a 15-minute demo where we'll show how a 200-person company processes 83 referrals/day with zero full-time approvers.

🥳

Integrate with Referral Rock Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Referral Rock

Suggested workflows (and their Zapier components) for Referral Rock

Add members to Referral Rock for new approval requests

Streamline your approval process by automatically adding new members to Referral Rock whenever a new approval request is initiated in ApproveThis. This ensures your referral program expands seamlessly without manual intervention when new approvals are needed.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Referral Rock Logo

Action

Add Member

Add a new member to a referral program.

Create approval requests for new Referral Rock referrals

Automatically kick off the approval process for every new referral generated in Referral Rock by sending a request to ApproveThis. This integration helps ensure that referrals go through the necessary checks efficiently and are approved or reviewed as needed.

Zapier Components

Referral Rock Logo

Trigger

New Referral

Triggers when a new referral is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Referral Actions for approved requests

Upon approval or denial of a request in ApproveThis, automatically create a new referral action in Referral Rock. This keeps your referral actions aligned with internal approval processes and ensures rewards or actions are processed correctly.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Referral Rock Logo

Action

Add Referral Action

Creates a new Referral Action to be used for processing new recurring rewards.