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Referral Factory Integration Requirements

Connect your referral program to your existing workflows with integrations. Make it easy to generate referral links and manage new referrals

Updated over 3 months ago

πŸ“Œ All Referral Factory plans include the following integrations!

With Referral Factory, you can automate your referral program by connecting it up to your CRM, payment processor or rewards software. This means you can send referred leads directly into the business tools you already use, qualify them when they convert and automatically generate referral links for your contacts. You can also easily send rewards like Amazon gift cards, cash or charity donations.

πŸ‘‰ HubSpot

Referral Factory's integration with HubSpot works on a free or paid HubSpot account.

πŸ‘‰ Salesforce

To use the integration between Referral Factory and Salesforce you must have a Sales Professional, or Service Professional account or higher. Plus, you must enable API access.

πŸ‘‰ Zoho

Referral Factory's integration with Zoho works on any Zoho plan as long as you are using Zoho CRM.

πŸ‘‰ Pipedrive

Referral Factory's integration with Pipedrive works on all Pipedrive plans.

πŸ‘‰ Intercom

Referral Factory's integration with Intercom works on all Intercom plans.

πŸ‘‰ Monday

Referral Factory's integration with Monday works on all Monday plans.

πŸ‘‰ Stripe

Referral Factory's integration with Stripe works on all Stripe plans. We are currently unable to connect in Stripe Test Mode.

πŸ‘‰ ServiceTitan

Referral Factory's integration with ServiceTitan works on all ServiceTitan plans.

πŸ‘‰ Zapier

Referral Factory's integration with Zapier works on free and paid Zapier plans.

πŸ‘‰ Tremendous

Referral Factory's integration with Tremendous works with your free Tremendous account.

πŸ“Œ Don't see your business tool here? You might be able to automate your referral programs using Zapier, API, Webhooks or Javascript.


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