Discover how Monday Sales CRM and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and save them inside Monday. Plus, import new leads and qualify them seamlessly.
Are you looking for referral program software that works with Monday?
Get your referral program up and running, and integrated with Monday, in just a few days.
If you already have a Referral Factory account, then keep reading to learn what you can do with your Monday integration 👇
What You Can Do With Monday and Referral Factory
👉 Sync your Monday contacts to generate their referral links. Learn how.
👉 Send new referred leads generated via your referral program straight into Monday. Learn how.
👉 Automatically qualify the referred contacts who convert. Learn how.
👉 Create a new Monday contact when someone signs up for a referral link. Learn how.
👉 Track your sale value for commission-based rewards from a Monday deal. Learn how.
Sync Monday Contacts with Referral Factory (and Generate Their Referral Links)
Sync all or some of your Monday contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Monday for easy distribution and monitoring of your referral program within your CRM.
👉 Learn how
Send Referred Users from Referral Factory to Monday
Referral Factory can automatically create a new contact in Monday when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!
👉 Learn how
Automatically Qualify Successful Referrals Using Your Usual Monday Workflows
In addition to creating a new contact in Monday when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in Monday using your regular workflows.
👉 Learn how
Send Direct Users (The Person Referring) to Monday When They Sign Up For A Referral Link
If your referral program is open to anyone to join, Referral Factory can create a new contact in Monday when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.
👉 Learn how
Track Your Sale Value For Commission-Based Rewards
If you are using your Monday integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a column in Monday. This means Referral Factory can automatically calculate the value of your reward!
👉 Learn how
📌 Having trouble with your Monday integration? Please consult our troubleshooting guide.