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HubSpot And Referral Factory: An Overview

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

Updated over 2 months ago

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

Get your referral program up and running, and integrated with HubSpot.com, in just a few days. If you already have a Referral Factory account, then keep reading to learn what you can do with your HubSpot integration πŸ‘‡

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

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

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

Referral Factory can automatically create a new contact in HubSpot 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 HubSpot when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in HubSpot using your regular workflows. Qualify your referrals by an update to a contact property like Lead Status or Lifecycle Stage or qualify by a change in the Deal Stage.

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

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.

Track Your Sale Value For Commission-Based Rewards

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

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

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