Zapier And Referral Factory: A Full Guide

Using Zapier and Referral Factory together, you can automate everything from generating referral links for users, to asking your customers to refer their friends, to marking which referrals convert, to rewarding successful referrals. No-code needed!

Zapier is a great tool to create automated workflows, and using it together with Referral Factory will allow you to automate many of the manual tasks that are usually associated with running a referral program. Using these tools together will allow you to get more referrals and grow your business, without increasing your workload. 

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

Get your referral program up and running, and integrated via Zapier, in just a few days 👉 Try Referral Factory

If you already have a Referral Factory account, then keep reading to learn how to use Zapier and Referral Factory 👇

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You can now integrate your referral program with over 3000 apps using Zapier. Below we'll give you a full guide on the various pre-built Zaps Referral Factory offers, and what you can do with them. 

In order to launch a referral program and integrate it into the business tools you already use, you will need the following:

• Any Referral Factory plan.
• Any Zapier plan.
• A draft or published referral campaign in Referral Factory.
  
  

First, you'll need to build your referral program using the campaign builder inside of Referral Factory. Once your referral program is up and running, you can then use Zapier to automate the below processes 👇

1. Generate referral links for users by adding them to your referral program, this will create their referral links - using the Add User Zap.
2. When a new referral is generated, send that user's data to your CRM, marketing tools, or anywhere else - using the New User Zap.  
3. Qualify a referred user when they successfully convert by sending Referral Factory their code - using the Qualify With Code Zap.
4. Qualify a referred user when they successfully convert by sending Referral Factory their email - using the Qualify With Email Zap.
5. Qualify a referred user when they successfully convert by sending Referral Factory their redeemed coupon - using the Qualify With Coupon Zap.
   
6. Issue rewards to the person referring and the person invited for participating in your referral program - using the Issue Rewards Zap

Below we're going to describe each pre-built Zap in detail. Along with examples of how you can use it with your referral software. 

Let's get started... 

1. Generate referral links for users by adding them to your referral program - using the Add User Zap.

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This Zap performs the simple function of adding users to the referral program you created inside your Referral Factory account, it also returns a response with the referral link of the user you just added. That means you now have that user's referral link to include in all your future communication with the customer.

Once you've generated the referral link you'll need to find a way to get it to the user so they can start referring. 

Below we'll share two practical examples of how this Zap works. 

Example one:

Let's assume you have your email contacts stored on Mailchimp. You could use the 'Add User' Zap to automatically generate referral links for all your new Mailchimp subscribers. That means every time you get a new subscriber in Mailchimp, you would automate sending their Name and Email to Referral Factory to add them to your referral program. You'd then get a response back with that user's referral link, which you can store as a field in Mailchimp. That means when you send emails to your subscriber list in the future, you can include a referral link for each subscriber - promoting them to refer!  

Example two: 

Let's assume you have your customer contacts stored on your invoicing software Xero. You could use the 'Add User' Zap to automatically generate referral links for all your new customers. That means every time you get a new customer in Xero, you would automate sending their Name and Email to Referral Factory to add them to your referral program. You'd then get a response back with that user's referral link, which you can store as a field in Xero. That means when you send invoices to your customers in the future, you can include a referral link for each customer on their invoice - promoting them to refer!  

Referral Factory + Zapier = 🚀

🎥 Watch Our Video Walkthrough Of How To Add Users To Your Referral Program Using Zapier

2. When a new referral is generated, send that user's data to your CRM, marketing tools, or anywhere else - using the New User Zap.

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How To Send Leads From Referral Factory into Your CRM or Marketing Stack Using Zapier

This Zap automates the process of sending a user (lead) out of Referral Factory and into your CRM, marketing tools, or business workflows. The most common reason this Zap is used is that a business wants the new referred user (and all their data) pushed out of Referral Factory in real-time.  

 

Below we'll share two practical examples of how this Zap works. 

Example one:

Let's imagine that you want all your new referred users (leads) to be pushed into a Slack channel in real-time so that your team gets notified when you have a new referral and can follow up accordingly. You would set up the 'New User' Zap to trigger every time you get a new referral in your campaign, you can then pass all the details of that user into Zapier, and from Zapier into your Slack account. Your team will then be notified in Slack every time you get a new referral. Woohoo 🥳

Example two: 

Let's imagine a case where you want to add all your new referred users (leads) into a specific email automation flow on ActiveCampaign. You would set up the 'New User' Zap to trigger every time you get a new referral in your campaign, you can then pass all the details of that user into Zapier, and from Zapier into your ActiveCampaign account. You would then have your new referred users' details on a list inside ActiveCampaign, allowing you to send targeted emails to all the new referrals you generate 📧 

Referral Factory + Zapier = 🚀

🎥 WATCH Our Video Walkthrough Of How To Send Your New Referred Users Data Out Using Zapier

3. Qualify a referred user when they successfully convert by sending Referral Factory their code - using the Qualify With Code Zap.

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Using this Zap, you can automatically qualify a referred user by sending Referral Factory their code. You would only do this once the referred user successfully converts - a conversion could be a purchase, signed a deal, an action taken inside your app or CRM, or anything else.  

Please note that you would first need to have the user's code, in order to send it back to Referral Factory. The code we are referencing is the six-digit code that you can see allocated to all the users in your USERS tab of Referral Factory 👇

To get this code into your system, you can use a few methods: 

• Redirect the referred user from the first step of the pages for the person referring in the campaign builder to your own website, and then save their code into your system or the user's browser. 
• Send the code with the user into your CRM, if you are using one of our native CRM integrations. 
• Send the user and their code out of Referral Factory using an outbound Webhook or the 'New User' Zap described above. 

Now that you have the user's code, you can send it back to us using Zapier once they convert! This means we'll mark that referred user as qualified ☑️

Below we'll share two practical examples of how this Zap works. 

Example one: 

Let's assume you got a new subscriber referred, and you send that new user into ConvertKit. You'll now have a new subscriber in ConvertKit woohoo! Once that new subscriber completes the desired action, like subscribing to a paid newsletter or downloading an ebook, you can then use the 'Qualify User With Code' Zap to send their code back to Referral Factory. This tells our system to mark that referred user as qualified ☑️

Example two: 

Let's assume you got a new user referred, and you send that new user into your monday.com CRM. You'll now have a new lead in your CRM woohoo! Once that lead completes a desired action, like converting to a contact, or moving to the desired deal stage, you can then use the 'Qualify User With Code' Zap to send their code back to Referral Factory. This tells our system to mark that referred user as qualified ☑️

Referral Factory + Zapier = 🚀

🎥 Watch Our Video Walkthrough Of How To Qualify Referred Users With Their Code Using Zapier

4. Qualify a referred user when they successfully convert by sending Referral Factory their email - using the Qualify With Email Zap.

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Using this Zap, you can automatically qualify a referred user by sending Referral Factory their email address. You would only do this once the referred user successfully converts - a conversion could be a purchase, signed a deal, an action taken inside your app or CRM, or anything else.  

The most common way our customers use this Zap is by creating automation for every conversion they have, they send the email address of all users that convert back to Referral Factory - our system then checks if that user was referred, and if they were our system will then mark them as qualified ☑️

Below we'll share two practical examples of how this Zap works. 

Example one: 

Let's assume you got a new customer referred, and you send that user off to your website to convert - you can do this using the redirect option on the first step of the pages for the person referring to the campaign builder. Once that new customer completes the desired action on your website, like subscribing, then you continue managing the subscribers on FreshBooks accounting software, you can then use the 'Qualify User With Email' Zap to send their email address back to Referral Factory from FreshBooks. This tells our system to mark that referred user as qualified ☑️

Example two: 

Let's assume you got a new customer referred, and you send that user into your Airtable database. Once that new customer completes the desired action (that is reflected on your Airtable database), you can then use the 'Qualify User With Email' Zap to send their email address back to Referral Factory from Airtable. This tells our system to mark that referred user as qualified ☑️

Please note that the most accurate way to qualify users (with a 100% match rate), is to qualify them using their unique code. But in some cases, you might not have their unique code, and in that case, we recommend qualifying them using an email address.  

Referral Factory + Zapier = 🚀

🎥 Watch Our Video Walkthrough Of How To Qualify Referred Users With Their Email Using Zapier

5. Qualify a referred user when they successfully convert by sending Referral Factory their redeemed coupon - using the Qualify With Coupon Zap.

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Using this Zap, you can automatically qualify a referred user by sending Referral Factory the coupon they used on checkout (when making a purchase). 

Please note that you would first need to issue unique coupons to users inside your referral program, in order to send the used coupons back to Referral Factory. You can read our help guide on coupons here. Below is a diagram explaining how our coupon functionality works, and how you can use coupons to qualify the referred users that convert (via Zapier) 👇

The most common way our customers use this Zap is by creating automation for every coupon that gets redeemed, sending those coupons back to Referral Factory via Zapier - our system then checks if that coupon was issued to a referred user by us, and if it was we will then mark them as qualified ☑️

Below we'll share two practical examples of how this Zap works. 

Example one: 

Let's assume you got a new user referred, meaning they were given a unique coupon by their friend. That referred user will then go off to your physical store or eStore (that you run on Shopify) to use their coupon. Fingers crossed they follow through and make a purchase 🤞. Once that coupon is redeemed on your system (meaning the referred user made a purchase), you then use the 'Qualify User With Coupon' Zap to send the coupon they used back to Referral Factory. This tells our system to mark that referred user as qualified ☑️

Please note you can send ALL coupons redeemed on your system to Referral Factory - we will simply ignore the coupons not issued by us. 

Example two: 

Let's assume you got a new user referred, meaning they were given a unique coupon by their friend. That referred user will then go off to your WooCommerce eStore to use their coupon (fingers crossed they follow through and make a purchase 🤞). Once that coupon is redeemed on your system (meaning the referred user made a purchase), you then use the 'Qualify User With Coupon' Zap to send the coupon they used back to Referral Factory. This tells our system to mark that referred user as qualified ☑️

Please note you can send ALL coupons redeemed on your system to Referral Factory - we will simply ignore the coupons not issued by us. 

Referral Factory + Zapier = 🚀

🎥 Watch Our Video Walkthrough Of How To Qualify Referred Users With Their Coupon Using Zapier

 

6. Issue Rewards To The Person Referring And The Person Invited For Participating In Your Referral Program - using the Issue Rewards Zap.

 

Using this zap you can issue rewards to the person invited for making successful referrals and when those referrals successfully convert - a conversion could be a purchase, signed a deal, an action taken inside your app or CRM, or anything else. You can also issue rewards to the person invited when they convert. 

Below we'll share a practical example of how this Zap works.

Let’s imagine you want to send the referred user or the person invited a special gift to reward them when they convert or become a new customer. You would set up the Issue Rewards to fire when the reward for the person invited is authorized inside Referral Factory. This gift could be from SwagUp.