---
title: How to connect Referral Radar to Your CRM Using Zapier & Webhooks
description: Want to automate your referral tracking? Learn how to connect Referral Radar to Agency Zoom or any CRM using webhooks and Zapier in just a few steps.
image: https://referralradar.com/hubfs/rr09.png
---

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# How to connect Referral Radar to Your CRM Using Zapier & Webhooks

![Referral Radar Team](https://referralradar.com/hs-fs/hubfs/rrlogo.jpg?width=48&height=48&name=rrlogo.jpg)

 Referral Radar Team

April 17, 2025

If you're using Referral Radar, you already know how powerful it can be for capturing leads and building a consistent referral pipeline. But the real magic happens when you automate it—specifically, by connecting it to your CRM.

Whether you're using Agency Zoom, EZLynx, HubSpot, Salesforce, or another system, automating that connection saves time and keeps your sales pipeline moving without manual entry.

I put together a simple, step-by-step walkthrough on how to set this up using Zapier and webhooks. If the idea of “webhooks” sounds intimidating—don’t worry. I kept it clean, clear, and practical.

[Download the Full Guide](https://scribehow.com/shared/Setting_Up_Zapier_Webhook_for_CRM_Integration__JlPFwxr6SFquZz9O566sMQ)

In the tutorial, you’ll learn:

- How to create a webhook in Zapier
- What info to send from Referral Radar
- How to map it into your CRM (like Agency Zoom)
- Tips for troubleshooting and testing your Zap

This setup takes less than 20 minutes and makes a world of difference in how you manage your leads. No more spreadsheets, no more lost referrals, and no more wondering if that agent or lender actually followed through.

If you're serious about building your referral machine, this automation is a must-have.

Have questions or want help dialing it in? Shoot me a message—we’re all about helping insurance agents grow smarter.

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## Keep reading

### [![](https://referralradar.com/hs-fs/hubfs/Why%20Insurance.png?width=2240&height=1260&name=Why%20Insurance.png) How to Gamify Your Referral Outreach and Keep Your Team Motivated](https://referralradar.com/blog/how-to-gamify-referral-outreach)

### [![](https://referralradar.com/hs-fs/hubfs/RRmtg.png?width=3920&height=2205&name=RRmtg.png) How to Use Referral Radar with AZ to Get More Mortgage Lender Meetings](https://referralradar.com/blog/how-to-use-referral-radar-with-az-to-get-more-mortgage-lender-meetings)

- [Home](https://referralradar.com)
- [How it works](https://referralradar.com/about)
- [Get a Demo](https://my.demio.com/ref/yEFRdHLFviaG4RWA)
- [Pricing](https://referralradar.com/pricing)
- [Blog](https://referralradar.com/blog)
- [Manage my Account](https://tc8v2.share.hsforms.com/2hVLqMCxgT4agJ2YCDjVtMA)

---

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