Integration Requirements

Below are the requirements needed to integrate your CRM with Referral Factory. Each integration has different requirements, so please check the list below carefully.

The possibility exists that the integration you are looking for is not available in our marketplace - in that case you can use the Referral Factory API, or our Webhooks with Zapier, and there is an option to use Javascript too.  Read more about all these options here.

Furthermore, if you would like to request an integration, then please let us know here

Below is a list of requirements for our all integrations: 

Please note: that all all our pricing plans offer the full suite of Referral Factory tools including CRM integrations. 

πŸ‘‰ HubSpot

  • Referral Factory and HubSpot integration will work on a free, or paid HubSpot account.

πŸ‘‰ Salesforce

  • To use the integration between Referral Factory and Salesforce you must have a Sales Professional, or Service Professional account or higher.
  • Plus, you must enable API access. 

πŸ‘‰ Check how to enable API access here.

πŸ‘‰ Zoho

  • To use the integration between Referral Factory and Zoho, you must use Zoho CRM which will work on every plan. 

πŸ‘‰ Pipedrive

  • Referral Factory is available on all Pipedrive plans.

πŸ‘‰ Intercom

  • Referral Factory is available on all Intercom plans.

πŸ‘‰ WooCommerce

  • Referral Factory is available on all WooCommerce plans.

πŸ‘‰ Zapier

  • Referral Factory's Zapier integration is available here
  • The integration is available on Zapier's free plan and higher.

πŸ‘‰ Tremendous

  • You can use this integration with your free Tremendous account.
  • Reward type will need to chosen in Tremendous by creating a Tremendous.  campaign

We have many integrations coming, keep an eye out for them here.