Sync your referral campaign to your Hubspot CRM and send your referred leads directly to your Hubspot account. Once they have converted, you can update their status in Hubspot and the status of the user will automatically update to "qualified" in your Referral Factory dashboard.
This reduces the ‘behind the scenes’ admin of your referral program and helps you know which of your referred leads qualify, it also helps you know which referrers you need to reward as a result.
With a HubSpot account and the Basic or Pro subscription with Referral Factory, follow these next steps to run a hassle-free referral campaign without having to manually manage your referral campaign.
Connect your HubSpot
Click on the settings tab on the left-side navigation bar. Then click the ‘Connect’ button on the Hubspot integration option. Choose the Hubspot account you wish to connect to Referral Factory.
*Note you can only connect one account at a time.
Now that your Referral Factory account is connected to Hubspot, you need to set what data you want to push from your referral campaign to Hubspot. This is done while setting up your campaign using the campaign builder. Navigate to the Settings step.
Setting Up Your Referral Campaign
Under the ‘Do you want to qualify referrals?’ section – select Hubspot.
- First, define what the status of the new user will be when they enter Hubspot for example "New Lead".
- Next, define ‘What will the status of the user change to when they are qualified”, in your HubSpot account. This is the status that your customer or user will have once they convert.
- Lastly, you can also define what “Type” of Referral Factory user you want to add to HubSpot - direct users, referred users, or users who have manually been added to a campaign from an existing database. In order to make sure your referred customers get sent to Hubspot, select the "Referred" users option.
*Note: If a contact already exists in HubSpot with the same email address that they have used to join your referral campaign the contact will not be duplicated in your HubSpot CRM.
Once these three steps are completed, users that join your referral campaign will be sent to HubSpot.
Mapping What Data You Send To Hubspot
Define the user data that you want to collect and send to Hubspot. Keep in mind that HubSpot requires default fields "Name" and "Email" so you will need to send these. If you don’t want to send a particular data point then choose ‘Do not send’ and this information will not be included.
Make sure that these fields have also been created in your Hubspot account in order to successfully send the data points you've mapped out. If that field doesn’t exist in Hubspot then the contact will not be sent through.
Once you've published your campaign and you start getting referrals, they’ll automatically be sent to your Hubspot account with the lead status that you assigned.
Automatically Qualifying Your Referrals In Hubspot
Qualifying referrals makes it easy for you to see how many referrals you have. You will also be able to identify who needs to be rewarded for referring a new user.
To qualify new referrals on Referral Factory, simply update the contact status in Hubspot to the status you want the user to change to when qualified.
When you do this, the status of the user in Referral Factory will change accordingly, letting you know that the lead has been qualified. The change will be as follows:
Qualified = No
Qualified = Yes
From the example below, we can see that Monica referred Harry. Now that Harry has been qualified we can see that Monica has a converted referral and needs to be issued a reward.