HighLevel Referral Program Integration
Connect HighLevel natively to route new referrals into your pipelines, approve them automatically when an Opportunity is won, and share access links from HighLevel emails and SMS.
About Our HighLevel Referral Integration
HighLevel
- • HighLevel account
- • Admin access to authorize the connection (OAuth)
- • Zapier account (only for Member Sync write-back and legacy Workflow automations)
HighLevel referral software
What You Can Do with HighLevel
HighLevel is the all-in-one platform agencies and franchise businesses rely on, combining CRM, email, SMS, funnels, pipelines, and automations in a single place. Referral Rock referral software now connects to HighLevel natively (a native integration currently in open beta). Route new referrals into your Pipelines, let a won Opportunity approve the referral automatically, and send one-click access links from your HighLevel email and SMS campaigns, across every Sub-Account you run.
How the HighLevel Integration Works
Connect HighLevel over OAuth
Authorize Referral Rock from the integrations page and pick the Sub-Account you want to connect. The native connection replaces the old Zapier-plus-API-key setup, and Contacts, Opportunities, and Pipeline data sync directly.
Enroll HighLevel Contacts as advocates
With Access Links, your existing Contacts get a personalized access link and immediate entry to their referral portal. One click from a HighLevel email or SMS is all it takes to start sharing, with no separate signup and no passwords.
Route new referrals into HighLevel
Referral Routing pushes new referrals created in Referral Rock into HighLevel as Contacts and Opportunities, tagged with their referral source and dropped into the Pipeline stage you choose.
Approve referrals when Opportunities are won
Customer Feed watches your Pipeline: when an Opportunity reaches Won (or any stage you define), the matching referral is approved across all programs and the reward can fire automatically, whether that is a gift card, cash, or a custom incentive.
See a referral flow built based on your business
Give us your website. Our team builds you a referral flow from it, styled to your brand.
Yours to keep. No sales call.
How it works
- 1 We build a referral flow from your website, styled to your brand
- 2 We send you a link to preview it
- 3 See the experience you'd send your customers
Customer Feed: Approve referrals the moment an Opportunity is won
Connect HighLevel as a system of record and let real pipeline outcomes drive your program. When a referred Opportunity is won, the referral is approved everywhere it lives, with no manual reconciliation.
- A HighLevel Opportunity reaching Won (or a stage you define) sets the matching referral to Approved across all of your programs automatically.
- Won customers can be preloaded as referral members, so today's referred buyer becomes tomorrow's advocate without a separate import.
- Track every reward obligation automatically, with no spreadsheets and no human touchpoints needed.
Referral Routing: New referrals land in the right Pipeline
Every referral Referral Rock captures shows up in HighLevel as a Contact and an Opportunity, so your team works referrals through the same process they already use.
- New referrals are created as HighLevel Contacts and Opportunities, tagged with their referral source.
- Set the Pipeline and stage each new referral lands in, so referred leads enter your funnel exactly where you want them.
- Your team works referred Opportunities through the normal HighLevel sales process, with no separate queue to check.
Promote your program with HighLevel email and SMS campaigns
HighLevel's multi-channel communication tools let you launch and sustain a referral program at scale, reaching your Contacts via email, SMS, or any channel in your existing workflows.
- Send a launch email or SMS from HighLevel with personalized one-click access links. Every Contact can start referring immediately, with no separate signup required.
- Add referral links to automated HighLevel nurture sequences and follow-up messages to build ongoing program awareness.
- Use HighLevel's Automation builder to trigger referral invite messages at the ideal moment, such as right after purchase, after onboarding, or after a positive review.
Manage referral programs across HighLevel Sub-Accounts
Agencies and franchise businesses using HighLevel's Sub-Account structure can run parallel referral programs for each client or location, all managed through Referral Rock.
- Each Sub-Account can have its own Referral Rock program with unique rewards, branding, and referral goals, or share a single program across locations.
- Referral program performance for each Sub-Account flows back into HighLevel Contact and Opportunity records, giving your clients full visibility.
- Our onboarding team has extensive experience helping agencies configure multi-Sub-Account referral setups. We'll help you design the right structure.
A member portal your HighLevel contacts will actually use
When a Contact is enrolled via a HighLevel campaign, they get access to their own referral dashboard, with no account creation and no password required.
- One-click access from any HighLevel email or SMS delivers Contacts directly to their personal portal, where they can share their link instantly.
- Participants see every referral they've sent, the status of each one, and how close they are to their next reward, all updated in real time.
- Activity notifications and reward updates keep your top referrers engaged long after the initial invite, without any manual follow-up.
HighLevel Referral Integration FAQs
What Customers Say About Our HighLevel Integration
“Their integrations, their obsession to be on the leading edge of their niche, the overall customizability... All in all, I saved thousands by not needing to build an app or sign up for a long-term contract.”
— Shaun D., Business Owner
“Unlike anything on the market, at a price point that made it a no-brainer.”
— Julia, Health & Fitness
“The integration was seamless, and it has tracking, rewards, emails, and campaigns all in one place!”
— Nate W., Real Estate
Need help setting up?
Every Referral Rock plan includes dedicated onboarding support. Our team will help you configure the HighLevel integration and make sure everything is working perfectly. View the setup guide
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