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How To Sync Your CRM Contacts To Referral Factory

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

This is how you generate referral links for all or some of your CRM contacts: 


From the Outputs tab of your campaign, click on the Sync Your CRM Contacts button.

 

sync_crm_contacts

 

When you click on Sync Your CRM Contacts, you will see a modal that shows all our native integrations: Zoho, HubSpot, Pipedrive, Salesforce, Intercom, and Redtail. Choose your CRM, so that you can add your CRM contacts to your referral campaign and push their referral links back to your CRM. 

 

Important: If you don't use one of our native CRM integrations, you can still sync your contacts using Zapier. Go here to read more about that.  

 

Let’s take Hubspot as an example, to understand how this feature works 👇

 

Once you hit ‘Sync Your CRM Contacts’ you will see this modal, if you don’t already have an integration connected.  

 

sync_crm_contacts_hubspot

 

If you do have an integration connected, you will see this modal. 

 

sync_crm_contacts

 

From here you can follow the prompts to sync your contacts. It's important to note that you can choose to sync ALL contacts or a LIST of contacts.

*Note: If you select  "Sync from specific list" you will need to choose which list you want to sync with from the drop-down menu. 

 

contacts_mapping

 

Please make sure to map the Referral Link field to a field you have already created in your CRM. 

 

maap_your_contacts_list

 

You can also choose to keep this sync ongoing or to only do a once-off sync. This depends on whether you simply want to generate referral links for the contacts you already have in your CRM today, or you want to generate referral links for the contacts you have in your CRM today AND the contacts you'll have in your CRM in the future. 

 

contacts_syncing_automation

 

PLEASE NOTE: 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” 💪

 

If you need any help using syncing your CRM contacts with Referral Factory, please contact our support team here 😀