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

→ Should you wish to store data such as the Person Referring's referral link, referral count, converted referral count or the name of the campaign, first create these properties inside HubSpot.

→ Click Edit Campaign to enter the campaign builder.

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

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

→ Map the data fields from Referral Factory to HubSpot using the dropdown select options. These options will pull directly from your HubSpot account.

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

→ 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.

→ 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).