Make life even easier for your team by sending new leads from your referral program directly into HubSpot so your team can pick up the referred leads without skipping a beat!

→ Should you wish to store referral data related to your referred user, first create the relevant properties inside HubSpot. You could, for example, create properties to house information like:

→ Click Edit Campaign to enter the campaign builder.

→ Navigate to the Integrations step in the bottom navigation bar.

→ Scroll down until you see the option to configure settings for the Person Invited.

You can qualify by a contact property or a deal stage.

→ Select the contact property that will change from the dropdown list. For example, "Lead Status" or "Lifecycle Stage."

→ Select what the property's value should be when Referral Factory creates the contact inside HubSpot. For example, "New" or "Lead."

→ Select the property value(s) that mean the referral has been successful or converted; i.e., the value that should trigger a qualification in Referral Factory. For example, "Converted" or "Customer."

Referral Factory will automatically create a deal for your new referred lead.

→ Under "Select the property that will change" choose your deal pipeline.

→ Select what the deal stage should be when Referral Factory first creates the deal inside HubSpot. For example, "Qualified to Buy."

→ Select the deal stage(s) that mean the referral has been successful or converted; i.e., the stage that should trigger a qualification in Referral Factory. For example, "Closed Won."

→ Map the data fields from Referral Factory to your HubSpot properties using the dropdown select options. If a recently created HubSpot property is unavailable for selection, click the refresh button.

→ You also have the option to define any default data fields for when the contact is created inside HubSpot.

→ You also have the option to attach information about the person who made the referral. Remember that you may need to create custom properties inside HubSpot to house this data.

→ Choose whether Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside HubSpot.

→ Click Save or Next.

Once you have setup your integration, here are some steps you can follow to make sure your integration is working correctly.

→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step.

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in HubSpot. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].

Once you have your referral link you can either use one of the share icons to share your referral link or click "Copy Link" and open your referral link in a different browser

→ Once you have opened the referral link generated for the Person Referring, enter your details and sign up as the Person Invited.

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in HubSpot. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].

→ Check that the Person Invited is created in the Users tab inside Referral Factory.

→ Check that the contact is created in HubSpot with all the data you have chosen to map across.

→ Update the contact property or deal stage of the Person Invited inside HubSpot as per the settings you configured.

→ Return to Referral Factory to check the status of the contact you just converted in the Users tab. Note that it can take up to 30 minutes for the data to pass from HubSpot to Referral Factory.

→ Double check that you have mapped the HubSpot properties {First Name} and {Email}. These are required fields and must be selected for the contact to be created in HubSpot.

→ Check whether you have mapped any unsupported property field types. Referral Factory currently does not support the following HubSpot property field types:

→ Verify if the user is already part of your campaign by searching from the Users tab in Referral Factory. If the user joined the campaign before the settings to send direct users were set up, a contact will not be generated in HubSpot. Essentially, the function does not work retroactively.

→ Verify if the contact already exists in HubSpot and check your settings in Referral Factory for how to handle duplicate users.

→ Check whether any of the HubSpot properties you mapped to Referral Factory during your setup have data validation rules or character limits.
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→ Try disconnecting your HubSpot integration and clearing your cache. After doing so, reconnect and attempt again to see if the property appears in the available options.

→ Check whether you have mapped any unsupported property field types. Referral Factory currently does not support the following HubSpot property field types:

→ Check whether any of the HubSpot properties you mapped to Referral Factory during your setup have data validation rules or character limits.

→ Try disconnecting your HubSpot integration and clearing your cache. After doing so, reconnect and attempt again to see if the property appears in the available options.

→ Make sure you have chosen the option to update contacts under the section "How To Handle Duplicate Users" in your HubSpot integration setup. Whatever fields you have mapped in the integration step will be updated for the contact inside HubSpot. Keep in mind that enabling this setting may result in existing HubSpot contact data being overwritten.

→ Try disconnecting your HubSpot integration and clearing your cache. After doing so, reconnect and attempt again to see if the property appears in the available options.

→ Click the yellow refresh option in the top right hand corner of your screen.

→ Check if you have selected a CRM field for any pages in the campaign builder. If you have chosen to use a CRM field, then Referral Factory will automatically map the field to HubSpot. Should you wish to map the property differently, rather use an input field or select field and map the field manually.

→ Check whether the property has already been mapped to another field. It is not possible to map a HubSpot property to multiple Referral Factory fields.

→ Ensure that the HubSpot property is visible, i.e. it should be set to "Show in Forms".

→ Try disconnecting your HubSpot integration and clearing your cache. After doing so, reconnect and attempt again to see if the property appears in the available options.