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Monday And Referral Factory: An Overview

Referral Factory is Monday's #1 certified referral app! Grow your business through referrals without adding to your workload.

Updated over 4 months ago

Are you looking for referral program software that works with Monday?

Discover how Monday Sales CRM and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and save them inside Monday. Plus, import new leads and qualify them seamlessly.

Sync Monday Contacts with Referral Factory (and Generate Their Referral Links)

Sync all or some of your Monday contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Monday for easy distribution and monitoring of your referral program within your CRM.

Send Referred Users (the Person Invited) from Referral Factory to Monday And Automatically Qualify Referrals When They Convert

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

In addition to creating a new contact in Monday when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in Monday using your regular workflows.

πŸ‘‰ Learn how

Send Direct Users (The Person Referring) to Monday When They Sign Up For A Referral Link

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

πŸ‘‰ Learn how


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Track Your Sale Value For Commission-Based Rewards

If you are using your Monday integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a column in Monday. This means Referral Factory can automatically calculate the value of your reward!

πŸ“Œ Having trouble with your Monday integration? Please consult our troubleshooting guide.

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