Automate the manual work in Rocket Referrals

FullSpec maps how Rocket Referrals fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Rocket Referrals by the numbers

Insights from real process mapping sessions that involve Rocket Referrals.

No processes mapped yet using Rocket Referrals. Map a process that uses Rocket Referrals to see automation data here.

Map a Rocket Referrals automation

Top 5 Rocket Referrals friction points when done manually

Tracking referral source in Rocket Referrals

You manually log which customer referred each new lead into Rocket Referrals instead of having that attribution happen automatically when a referral link is clicked.

78% report this

Syncing referral rewards across Rocket Referrals

You manually update reward statuses and commission amounts in Rocket Referrals when a referral closes, creating duplicate data entry between your sales system and Rocket Referrals.

71% report this

Matching Rocket Referrals contacts to deals

You spend time manually connecting referral contacts in Rocket Referrals to the actual deals they generated because the two systems do not talk to each other.

61% report this

Updating referral status in Rocket Referrals

You manually change referral statuses from pending to completed in Rocket Referrals each time a referred customer makes a purchase or completes an action.

49% report this

Exporting Rocket Referrals data for reporting

You manually pull reports out of Rocket Referrals and reformat them in spreadsheets to share performance metrics with your team or accounting department.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Rocket Referrals

Browse popular Rocket Referrals automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.