Integrations & Automations
Integrate your referral program with your existing workflows.
60 articles
HubSpot And Referral Factory: An Overview
How To Sync HubSpot Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Referred Users (the Person Invited) from Referral Factory to HubSpot And Automatically Qualify Referrals When They Convert
How To Send Direct Users (The Person Referring) to HubSpot When They Sign Up For A Referral Link
Troubleshooting Your HubSpot Integration
Intercom And Referral Factory: An Overview
How To Sync Intercom Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Referred Users (the Person Invited) from Referral Factory to Intercom And Automatically Qualify Referrals When They Convert
How To Send Direct Users (The Person Referring) from Referral Factory to Intercom
Troubleshooting Your Intercom Integration
Salesforce and Referral Factory: An Overview
How To Sync Salesforce Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Referred Users (the Person Invited) from Referral Factory to Salesforce And Automatically Qualify Referrals When They Convert
How To Send Direct Users (The Person Referring) to Salesforce When They Sign Up For A Referral Link
Troubleshooting Your Salesforce Integration
How To Enable API Access in Salesforce for the Referral Factory Integration
Zoho and Referral Factory: An Overview
How To Send Referred Users (the Person Invited) from Referral Factory to Zoho And Automatically Qualify Referrals When They Convert
How To Sync Zoho Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Direct Users (The Person Referring) to Zoho When They Sign Up For A Referral Link
Troubleshooting Your Zoho Integration
Monday And Referral Factory: An Overview
How To Sync Monday Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Referred Users (the Person Invited) from Referral Factory to Monday And Automatically Qualify Referrals When They Convert
How To Send Direct Users (The Person Referring) to Monday When They Sign Up For A Referral Link
Troubleshooting Your Monday Integration
ServiceTitan and Referral Factory: An Overview
How to Connect Your ServiceTitan Integration With Referral Factory
How To Sync ServiceTitan Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Referred Users (The Person Invited) from Referral Factory to ServiceTitan
Troubleshooting Your ServiceTitan Integration
Stripe and Referral Factory: An Overview
How To Automatically Qualify Referrals Using Stripe
How To Sync Stripe Customers with Referral Factory (and Generate Their Referral Links)
How To Send Direct Users (The Person Referring) to Stripe When They Sign Up For A Referral Link
Troubleshooting Your Stripe Integration
Troubleshooting Your Pipedrive Integration
Pipedrive And Referral Factory: An Overview
How To Sync Pipedrive Contacts with Referral Factory (and Generate Their Referral Links)
How To Send Referred Users (the Person Invited) from Referral Factory to Pipedrive And Automatically Qualify Referrals When They Convert
How To Send Direct Users (The Person Referring) to Pipedrive When They Sign Up For A Referral Link