Referral Factory can automatically create a new contact in Salesforce when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!

To connect your Salesforce account with Referral Factory make sure you are logged in to both accounts and that you have the correct permissions on both Salesforce and Referral Factory.

→ Go to the Setting Tab on the left-hand navigation bar.

→ Click on the Integration and Pixels tab.

→ Connect Salesforce and follow the prompts to authorize.

→ For the Salesforce integration to work correctly, you will need to create custom text fields in Salesforce to store Referral Factory’s unique user ID for the Person Invited, which we call {Referral Code} in the Lead, Contact and Opportunity objects. This allows us to track the Person Invited inside Salesforce as it moves through your pipelines and workflows.

→ (Optional) Should you wish to store additional referral data related to your referred user, create these relevant fields inside Salesforce. You could, for example, create fields to house information like:

→ Map the {Referral Code} fields you have just created in Salesforce across the Lead, Contact and Opportunity objects. This will allow Referral Factory to track the Person Invited as they move through your pipelines and workflows.

→ Click Edit Campaign to enter the campaign builder.

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

→ Select the option for “Person Invited”.

→ From the drop-down list, configure what you want Referral Factory to do when you get a new direct user signing up to become a referrer.

Either select “Create new Lead in Salesforce” OR “Create a new Contact in Salesforce”.

If you choose “Do Nothing” our system will not do anything inside Salesforce.

When you select an option then Referral Factory will create a new lead or a new contact inside Salesforce whenever you get a new referred user. To set this up you need to:

→ Map the data fields from Referral Factory to your contact custom fields in Salesforce

→ Once you have mapped all your fields, click Next.

Below is an example of the types of fields you can map from Referral Factory to Salesforce

You can choose to map Dynamic Data or Fixed Data

Think of dynamic data as personalized info and fixed data as standard info.

You can map as many fields as you like but in some cases, you may need to create additional custom fields inside Salesforce so that we can store the data in that particular field. Should you wish to store referral data related to the person who made the referral, first create custom text fields in Salesforce. You could, for example, create custom fields to house information like:

💡 If you recently created custom fields in Salesforce and they are not showing as an available option for selection in Referral Factory, try clicking the Hard Refresh icon at the bottom of the drop-down you are trying to map to.

→ Choose whether Referral Factory should update existing contacts OR create a new Lead/Contact with the same email

→ Click Next.

We can either update your existing contacts with the information they enter when they sign up which will allow the contact/referral to qualify, create a new lead/contact with the same email OR we can do nothing and not update the contact which means the contact/referral will not qualify.

Please note that choosing to update existing contacts could override data inside Salesforce.

→ To automatically qualify the Person Invited when they convert in Salesforce, set the rules that will trigger the automatic qualification.

You have 4 options:

👉 Option 1: A change in a Lead field of your choice

👉 Option 2: A change in a Contact field of your choice

👉 Option 3: When a Lead converts into an Opportunity

👉 Option 4: When a Lead converts into an Opportunity and reaches a specific Opportunity Stage of your choice

→ Select the option to “Create a New Lead In Salesforce”.

→ Set the method to qualify as “A field of the Lead would change”.

→ Choose the lead field you want to track. For example, Status.

→ Select what the field's value should be when Referral Factory first creates the lead inside Salesforce. For example, "Open - Not Contacted".

→ Select the field 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 "Closed - Converted".

→ Set the method to qualify as “A field of the Contact would change”.

→ Choose the Contact field you want to track.

→ Select what the field's value should be when Referral Factory first creates the contact inside Salesforce.

→ Select the field value(s) that mean the referral has been successful or converted; i.e., the value that should trigger a qualification in Referral Factory.

→ Select the option to “Create a New Lead In Salesforce”.

→ Set the method to qualify as “A Lead would convert into an Opportunity”.

→ Select the option to “Create a New Lead In Salesforce”.

→ Set the method to qualify as “A Lead would convert into an Opportunity, and move to a specific stage”.

→ Select the opportunity 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".

→ 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 Salesforce. 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.

Step 2: Sign Up As The Person Invited

→ 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 Salesforce with all the data you have chosen to map across.

→ Update the Lead or Contact field or the Opportunity stage of the Person Invited inside Salesforce 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 Salesforce to Referral Factory.