Referral Factory is HubSpot's #1 certified referral app! Automate your referral program so you can grow your business without adding to your workload.
Are you looking for referral program software that works with HubSpot?
Get your referral program software 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 how to set up your HubSpot integration 👇
In this guide 👇
1. What you can do with HubSpot and Referral Factory
2. How To Connect Your HubSpot Integration
3. How To Configure Your HubSpot Integration
3.1. How To Sync HubSpot Leads or Contacts with Referral Factory (and Generate Their Referral Links)
3.4. How To Track Your Sale Value For Commission-Based Rewards
4. How To Uninstall your HubSpot Integration from Referral Factory
1. What You Can Do With HubSpot and Referral Factory
👉 Sync your HubSpot contacts to generate their referral links.
👉 Send your new referred contacts straight into the HubSpot workflows you already use.
👉 Qualify the referred contacts that convert simply by updating a property like lead status, lifecycle stage, or a deal stage.
👉 Automatically issue rewards to the contacts who refer new business your way.
👉 Generate more high-quality leads 🚀
2. How To Connect Your HubSpot Integration
What You Need
- Any Referral Factory plan.
- Any HubSpot plan.
- A draft or published referral campaign in Referral Factory.
→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab and be sure that you're in the Integrations and Pixels section on the top navigation bar.
→ Click Connect under the HubSpot logo.
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→ A pop-up will appear. Review the permissions and then click Connect App.
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→ Success!
❗️Please note that you can only connect one HubSpot account to Referral Factory at a time. You may be able to connect additional HubSpot accounts via Zapier. Please consult this guide: 📖 Zapier And Referral Factory: A Full Guide 📖
3. How To Configure Your HubSpot Integration
Once your HubSpot account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).
❗️ If you want to sync multiple referral campaigns with HubSpot, you will need to configure the integration for each campaign.
There are three main functions to configure to use your HubSpot integration to its full potential:
👉 Sync all or some of your HubSpot contacts with Referral Factory
👉 Send users from Referral Factory into HubSpot.
👉 Qualify successful referrals when a property changes in HubSpot.
💡 Want to know more about qualifying converted or successful referrals in general? Read this guide: 📖 How to Qualify Converted or Successful Referrals 📖
3.1. How To Sync HubSpot Contacts with Referral Factory (and Generate Their Referral Links)
📌 This will generate referral links for all of your customers in Hubspot, these customers will NOT be notified. After your sync is complete, the customers you sync’d will each have a referral link inside their customer record in Hubspot.
Before you configure the sync between Referral Factory and HubSpot, you will need to create a custom property in HubSpot to store each contact's Referral Link. You may also want to create properties to store each referrer's performance metrics, i.e. the number of people they have referred and the number of those referrals that have been successful.
You can learn more about creating custom properties in HubSpot's knowledge base: 🔗 Create and edit properties 🔗
You can sync your HubSpot contacts from three places in the Referral Factory dashboard:
👉 From the Users Tab.
→ Click Add Users.
→ Click Sync Your CRM Contacts.
👉 From the Campaigns tab.
→ Click Sync Your Contacts.
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👉 From the Promote section inside the campaign builder.
→ Click Generate referral links for your contacts by syncing them.
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→ Choose if you want to sync all your contacts or a list of contacts. You can sync active or passive lists with Referral Factory.
→ Click Next.
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→ Map the property fields from HubSpot to the relevant data fields in Referral Factory.
→ Click Next.
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→ Map the data from Referral Factory to the properties you have created in HubSpot. To surface each contact's referral link inside HubSpot, you must map the property "Referral Link".
💡 If you don't see recently created HubSpot properties, use the refresh button in the top right-hand corner of the screen.
→ Click Next.
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→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.
📌 You have the option to toggle the ongoing sync on or off from the Promote section of the campaign builder.
→ Click Start Sync.
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→ Success!
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❗️Contacts that you sync will not be automatically notified or sent their referral link. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature. You can learn more about once-off emails here: 📖 How To Create A Once-Off Email 📖
3.2. How To Send Referred Users from Referral Factory to HubSpot and Automatically Qualify Them When a HubSpot Property Changes
Referral Factory can automatically create a new contact in HubSpot when someone signs up using their friend's referral link AND track if a property of your choice changes in HubSpot to automatically qualify them (i.e., mark them as a successful or converted referral), which, in turn, could trigger a reward to the person who referred them.
📌 If a Referral Factory user is already a HubSpot contact, don’t worry! Referral Factory will check the user’s email address against your contact list and will only create new contacts.
This function must be configured from inside the campaign builder.
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
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→ Scroll down until you see the option to configure settings for the Person Invited.
→ Set the rules that will automatically qualify referrals who you consider converted or successful. You can qualify by a contact property or a deal stage.
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👉 If you choose to qualify by a change in contact property:
→ Select the contact property that will change from the dropdown list. For example, "Lead Status" or "Lifecycle Stage"
→ Select what the property's value should be when Referral Factory creates the contact inside HubSpot. For example, "New" or "Lead"
→ Select the property value(s) that mean the referral has been successful or converted; i.e., the value that should trigger a qualification in Referral Factory. For example "Converted" or "Customer"
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📌 You can use both standard and custom HubSpot properties to trigger an automatic conversion. Property types that can be used include single-line text and dropdown select properties.
👉 If you choose to qualify by deal stage, Referral Factory will automatically create a deal for your new referred lead:
→ Under "Select the property that will change" choose your deal pipeline.
→ Select what the deal stage should be when Referral Factory creates the deal inside HubSpot. For example, "Qualified to Buy"
→ Select the deal stage(s) that mean the referral has been successful or converted; i.e., the stage that should trigger a qualification in Referral Factory. For example "Closed Won".
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→ Next, map the data fields from Referral Factory to HubSpot using the dropdown select options. These options will pull directly from your HubSpot account.
❗️ For this function to work, you must map the fields First Name and Email.
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→ You may want to create additional properties in HubSpot to store Referral Factory data such as "Campaign Name" and "Source".
→ You also have the option to define default fields for when the contact is created inside HubSpot.
→ Finally, you have the option to attach information about the person who made the referral. Remember that you may need to create custom properties inside HubSpot to house this data.
💡 If you don't see recently created HubSpot properties, use the refresh button in the top right-hand corner of the screen.
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→ Click Save.
3.3. How To Send Direct Users (The Person Referring) to HubSpot When They Sign Up For A Referral Link
If you have a use case for this function, Referral Factory can also create a HubSpot contact when someone signs up for a referral link via the campaign join link as a direct user or a Person Referring.
📌 If a Referral Factory user is already a HubSpot contact, don’t worry! Referral Factory will check the user’s email address against your contact list and will only create new contacts.
This function must be configured from inside the campaign builder.
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
→ Scroll down until you see the option to configure settings for the Person Referring.
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→ Map the data fields from Referral Factory to HubSpot using the dropdown select options. These options will pull directly from your HubSpot account.
❗️ For this function to work, you must map the fields Referrer First Name and Referrer Email.
→ You may want to create additional properties in HubSpot to store Referral Factory data such as "Campaign Name" and "Source".
→ You also have the option to define default fields for when the contact is created inside HubSpot.
→ Click Save.
3.4. How To 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!
→ In the Define Rules step of your Rewards Builder, select the Object and Property from HubSpot from which to track the sale value.
In most cases, you would want to track the HubSpot property Amount in the HubSpot object Deals as your sale value, however, you can track any property of your choice, as long as you follow these rules:
👉 You can only track the sale value from a property in the Deals object (like Amount) if your qualification method is set to qualify when a Deal Stage Would Change.
👉 Similarly, if your qualification method is set to qualify when a Contact Property Would Change, you can only track a sale value from a property in the Contact object.
4. How To Uninstall your HubSpot Integration from Referral Factory
→ Navigate to the Settings tab and ensure you're in the Integrations and Pixels section in the top navigation bar.
→ Under the HubSpot logo, select 'Disconnect'.
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❗️Once disconnected, no user data will sync between HubSpot and Referral Factory or vice versa. However, any data that was synced before will still be available in both systems.
5. Troubleshooting
Having trouble with the HubSpot integration? Please consult our troubleshooting guide: 📖 Troubleshooting Your HubSpot Setup 📖