If your referral program is open to anyone to join, Referral Factory can create a contact or deal inside HubSpot when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.

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

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

→ Click on the Integration and Pixels tab.

→ Connect HubSpot and follow the prompts to authorize.

→ Click Edit Campaign to enter the campaign builder.

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

→ Select the option for “Person Referring”.

→ 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 Contact in HubSpot” OR “Create new Deals in HubSpot”.

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

If you select this option then Referral Factory will create a new contact inside HubSpot whenever you get a new direct user. To set this up you need to:

→ Map the data fields from Referral Factory to your contact properties in HubSpot

→ 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 HubSpot.

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 properties inside HubSpot so that we can store the data in that particular property. Should you wish to store referral data related to the direct user such has their referral ink and how many referrals they have made, first create the relevant properties inside HubSpot.

If you select this option then Referral Factory will create a new deal inside HubSpot whenever you get a new referred user. To set this up you need to:

→ Map the data fields from Referral Factory to your Deal properties in HubSpot

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

There is an option for you to choose if you also want Referral Factory to associate a contact to the deal we create. If you toggle this option on then you must ALSO map the fields for the contact.

💡 If you recently created properties, pipelines, or deals in HubSpot 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.

This step is only applicable if you chose the option to Create a new Contact in HubSpot

→ Choose whether Referral Factory should update existing contacts.

→ Click Next.

We can either update your existing contacts with the information they enter when they sign up OR we can do nothing and not update the contact.

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

→ 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].

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

→ Check that the contact is created/updated in HubSpot (depending on your setting choice in the duplicate users section above).