How To Send Users From Referral Factory To Slack Via Zapier

This step-by-step guide explains how to send user data from the referral lead into your Slack channel so that the right team can follow up with the lead.

To integrate with Zapier, you will need:

Map_Referral_Factory_Slack_Zapier

Once you have that setup, you can start by creating your zap.

Go to the Zapier Dashboard to start connecting your Referral Factory account with your Slack account. 

Under "Connect this app..." search for Referral Factory. 
Under "with this one!" search for Slack.

Connecting_Slack_With_Referral_Factory_Using_Zapier

Under the "When this happens" dropdown, select the "New User" option and then select "Send Channel Message" as the action you wish the trigger to complete.

Send_Leads_Info_Fom_Referral_Factory_To_Slack

Click "Try it".
This will post a new user or referred lead information into the Slack channel that you select during your setup.

Referral_Factory_-_Sending_leads_to_Slack

Connect your Referral Factory account to Slack. 
Click "Continue".

Referral_Factory_-_Connect_Referral_factory_to_Slack

Select the referral campaign you wish to connect. 

Click "Continue".

Referral_Factory_-_Connecting_your_referral_campaign_with_Slack

Then, select which Slack account you want to connect.

Select which users would you like to send to Slack.

Click "Continue".

Connect_Slack_Account_To_Referral_Factory

Now, it's time to connect your Slack account.

Referral_Factory_-_connect_your_slack_account

Select the Slack channel you want the data to be sent to. 
Then, click "Continue".

Screen Shot 2023-02-20 at 15.19.09

Now you can create and customise the zap that will be sent to your selected Slack channel.

Select the fields that you want the zap to edit in Slack.

In the example below we chose to send through the First Name and Email Address of the new referred lead as well as the First Name and Email Address of the person who referred them.

Then, click "Continue". 

Referral_Factory_-_map_fields_in_Slack

 

Now you can test your zap.

Referral_Factory_-_Test_Zap

Check your selected Slack thread for the zap. 

Screen Shot 2023-02-20 at 16.24.17

If you're happy with the zap, you can turn it on. 

Referral_Factory_-_Switch_on_zap

If you want to edit the zap, you can select the zap in your Zapier account and make the desired changes.