How To Send Users From Referral Factory To Slack Using Zapier

Here is a step-by-step guide explaining how you can 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:

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.

Referral_Factory_-_Sending_referrals_from_your_referral_program_to_Slack_.png

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.
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_.png

 

Click "Get started"

Referral_Factory_-_Sending_leads_to_Slack.png

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

Referral_Factory_-_Connect_Referral_factory_to_Slack.png

Select the referral campaign you wish to connect. 

Click "Next".

Referral_Factory_-_Connecting_your_referral_campaign_with_Slack_.pngThen, select which Slack account you want to connect.

Click "Next".

 

Referral_Factory_-_connect_your_slack_account.png

 

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

Referral_Factory_-_select_Slack_channel.png

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.

 

Referral_Factory_-_Select_the_slack_fields.png

 

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 "Next". 

Referral_Factory_-_map_fields_in_Slack.png

 

Now you can test your zap.

Referral_Factory_-_Test_Zap.png

 

Referral_Factory_-_Testing_Zap.png

Check your selected Slack thread for the zap. 

Referral_Factory_-_Slack_bot_for_referred_lead.png

 

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

Referral_Factory_-_Switch_on_zap.png

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