Here is a step by step guide explaining how you could send data from the referral lead from a Google sheet back to Referral Factory so we can qualify the lead status in your Referral Factory account. Essentially enabling you to automate your entire referral program from a Google sheet or Airtable.
Firstly, you need to make sure you have a Zapier account. You can create one here.
Once you have that set up, you can create your zap. Go to the Zapier Dashboard and click ‘Create Zap’.
Make sure you give your Zap a name you will easily recognize. Select Google sheets as your trigger.
Then you need to select the trigger event. In this example, we have chosen: “New or Updated Spreadsheet Row In Google Sheets.
Choose which account you want to connect your Zap to.
Set up the trigger by selecting the spreadsheet, worksheet, and what column should trigger. The default column for Referral Factory qualifying is ‘Code’. Make sure that you select this one for the ‘Trigger Column’.
You can then test this trigger to make sure it is set up correctly.
When Zapier can identify the account, sheet, and row it will say: “We found a spreadsheet row!’. So well done! That's how you know your setup is working.
After you've set up your Zap trigger, the next step is to add an action to your Zap. An action is an event your Zap performs when your trigger event occurs. Select the ‘Webhooks by Zapier’ action. Then, select ‘POST’ for the ‘Action Event’
In this step, you will need to go to your Referral Factory account to get the URL for your "Inbound webhook".
Navigate to the Settings tab on the left-hand side of your dashboard. Scroll down and copy the URL. Be careful not to share this URL with anyone else as this URL gives you the ability to qualify referred users without authentication, using our webhook functionality.
Paste the Inbound Webhook in the URL field below. Select ‘form’ for ‘Payload Type’ and make sure the ‘Data’ is set to ‘code’. Click on the field next to code, select the ‘Code’ field from the drop-down menu.
These next fields will not affect your setup so you can leave them as the default or as-is.
Now that you have set up your Zap, it's time to test that it all works.
Click ‘Test & Continue’ or ‘Retest & Continue’.
If everything in your setup has been done correctly and the test works, you will see a ‘Code: 200’ and ‘Test was successful!”
Once you've tested your Zap and everything is working, make sure you switch it on in order for your zap to keep firing.
Every time you send the code for the person invited back to Referral Factory, our system will qualify that referral so you can see which of your referrers need to be rewarded.