How To Generate Referral Links For Your CRM Contacts

You can sync your CRM contacts with your referral program to automatically issue them unique referral links and send those links back into your CRM.

Are you looking for referral program software that syncs with the most popular CRMs?

Get your referral program up and running, and integrated with Salesforce, HubSpot, Intercom, Pipedrive, and Zoho in just a few days 👉 Try Referral Factory

If you already have a Referral Factory account, then keep reading to learn how to generate referral links for your CRM contacts 👇

In this guide 👇

1. How To Generate Referral Links for your CRM Contacts via a CRM Sync

2. How To Enable or Disable an Ongoing CRM Sync

3. Troubleshooting

1. How To Generate Referral Links for your CRM Contacts via a CRM Sync

You can sync all of your CRM contacts or a specific list of contacts with your referral program. This will allow you to add those contacts to your campaign and call their unique referral links back to your CRM 👏

❗Your CRM contacts will not be notified via a CRM sync. If you would like to promote your campaign via Referral Factory, you can learn about our once-off email feature here: 📖 How To Create A Once-Off Email 📖

→ First, ensure that you have connected your CRM via the Settings tab. Please consult the following help guide articles depending on your CRM:

👉 Salesforce and Referral Factory: A Full Guide

👉 HubSpot And Referral Factory Integration: A Full Guide

👉 Intercom And Referral Factory Integration: A Full Guide

👉 Zoho And Referral Factory Integration: A Full Guide

👉 Pipedrive And Referral Factory Integration: A Full Guide

Screenshot showing that CRM for your referral program software was connected.

💡 Important! If you are not using any of our native integrations but you still want to sync your CRM contacts, you can do that by using our “Add User Zap” 💪 Learn more in this help guide article: 📖 How To Add Users To Your Referral Program Using Zapier and Generate Their Referral Links 📖

→ From inside your CRM, create a custom field or property for "Referral Link". Here is an example of creating a custom property in HubSpot.

Screenshot showing From inside your CRM, creating a custom field for your referral program software.

→ Return to Referral Factory. From inside your campaign builder, navigate to the “Promote Your Campaign” tab.

Screenshot showing that From inside your campaign builder how to add contacts for referral program software

→ Choose whether you want to sync all your contacts or a list of contacts. Note that these options vary for each of the different integrations.

→ Click Next.

Screenshot showing that for referral program software you can choose you want to sync all your contacts or a list of contacts.

→ Map the data in Referral Factory to the relevant fields or properties in your CRM. Be sure to map "Referral Link" to the custom field or property you have created in your CRM.

→ Click Next.

Screenshot showing how to Map the data in Referral Factory.

→ Before you confirm, you can choose to run the sync on an ongoing basis or to only do a once-off sync. The sync can also be toggled on and off from your campaign builder.

→ Click Start Sync.

2. How To Enable or Disable an Ongoing CRM Sync

Once you have configured a CRM sync, you have the option to toggle it on or off.

→ From inside your campaign builder, navigate to the “Promote Your Campaign” tab.

→ Use the toggle to switch your CRM on or off.

Screenshot showing how to Use the toggle to switch your CRM on or off inside your referral program software.

3. Troubleshooting

🤔 Troubleshoot Finding Your List Of Contacts To Sync