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Marketing integration

ReferralRock integration for AI agents

Insiro connects AI agents to ReferralRock so they can act in it under your rules. ReferralRock is a referral marketing platform for creating and managing referral programs. It helps businesses drive word-of-mouth growth and increase customer acquisition. Every ReferralRock action runs through Insiro's governed gateway, using each person's own connection (username and password).

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What can AI agents do with ReferralRock?

With Insiro, agents can draft and schedule campaign content, pull performance numbers into a weekly digest, segment audiences from CRM data and spot underperforming campaigns early, all inside the permissions you set for ReferralRock.

  • Draft and schedule campaign content.
  • Pull performance numbers into a weekly digest.
  • Segment audiences from CRM data.
  • Spot underperforming campaigns early.

A journey through Insiro

ReferralRock logo ReferralRockInsiroHubSpot

Example: ReferralRock → Insiro → HubSpot to sync campaign responses into the CRM. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about ReferralRock

Can Insiro AI agents use ReferralRock?

Yes. Insiro connects AI agents to ReferralRock through its governed MCP gateway. Agents can draft and schedule campaign content and pull performance numbers into a weekly digest using each person's own ReferralRock access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to ReferralRock?

ReferralRock connects with username and password. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make ReferralRock read-only for agents?

Yes. In Insiro Governance, set ReferralRock to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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