How To Test Whether Your CRM Integration Is Working

Once you've set up your CRM integration to send the Person Referring or the Person Invited, it's best practice to check that all is working in order. Here are some tips to make sure your test runs smoothly.

 

Step 1: Sign Up As the Person Referring

→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step. 

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in your CRM. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, yourname+personreferring+date@yourdomain.com.

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Step 2: Sign Up As the Person Invited

→ Click on the referral link generated for the Person Referring and sign up as the Person Invited

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→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in your CRM. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, yourname+personinvited+date@yourdomain.com.

how-to-test-your-integration-sign-up-as-person-invited

Step 3: Check For New Users In Referral Factory

→ Navigate to the Users tab and check that both the Person Referring and the Person Invited have been created in Referral Factory. 

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Step 4: Check For New Contacts in Your CRM

→ Navigate to your CRM to check that the contacts have been created correctly in your CRM. If your CRM has different sections for Leads, Users, Contacts, etc., be sure that you are checking in the correct place. Note that it can take up to 30 minutes for the data to pass from Referral Factory to your CRM.

Here is an example of a contact in HubSpot:

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Step 5 (Optional): Test Your Qualification Trigger

→ If you have chosen to automatically qualify the Person Invited based off a trigger in your CRM, you can test this by changing the field, property or stage as per your qualification settings inside your CRM.

Here is an example in HubSpot:

how-to-test-your-integration-hubspot-qualify

→ Return to Referral Factory to check the status of the contact you just converted in your CRM in the Users tab. Note that it can take up to 30 minutes for the data to pass from your CRM back to Referral Factory.  

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