👉 Sync contacts from any board on Monday to automatically generate their unique referral links, which you can then send back into Monday. That way, you can distribute referral links directly from Monday.

👉 Send new referred leads or opportunities generated via your referral program straight into Monday.

👉 Qualify successful or converted leads simply by:

→ Updating the property of a column in Monday

→ Updating the property of a column and moving an item to a specific group in Monday

→ Moving an item to a specific group

→ Moving an item to a specific board

2. How To Connect Your Monday Sales CRM Integration

What You Need:

Any Referral Factory plan.
Any Monday Sales CRM plan.
A draft or live referral campaign in Referral Factory.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab.

→ Make sure that you're in the Integrations & Pixels section.

→ Click Connect under the Monday logo.

Screenshot showing that you can connect your referral program software to Monday.com integration.

→ A pop-up will appear asking you to Authorize Referral Factory. Click Authorize.

Screenshot showing that you want connect your referral program software account to Monday.com and A pop-up will appear asking you to Authorize Referral Factory. Click Authorize.

→ Success!

Screenshot showing success modal which means that your referral program software connected to Monday.com

❗️Please note that you can only connect one Monday account to Referral Factory at a time. You may be able to connect additional Monday accounts via Zapier. Please consult this guide: 📖 Zapier And Referral Factory: A Full Guide 📖

3. How To Configure Your Monday Sales CRM Integration

Once your Monday account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).

❗️ If you want to sync multiple referral campaigns with Monday, you will need to configure the integration for each campaign.

There are three main functions to configure to use your Monday Sales CRM integration to its full potential:

👉 Sync contacts from any board on Monday with Referral Factory

👉 Send users (typically new referred leads) from Referral Factory into Monday.

👉 Qualify successful referrals when something changes in Monday.

💡 Want to know more about qualifying converted or successful referrals in general? Read this guide: 📖 How to Qualify Converted or Successful Referrals 📖

3.1. How To Sync Contacts from Monday Sales CRM with Referral Factory (and Generate Their Referral Links)

❗️Contacts that you sync will not be automatically notified or sent their referral link. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature. You can learn more about once-off emails here: 📖 How To Create A Once-Off Email 📖

Before you configure the sync between Referral Factory and Monday, you will need to create a text column inside Monday to store each contact's referral link.

Screenshot showing for the sync between Referral Factory and Monday you can create columns

You can learn more about creating columns in Monday's help guide: 🔗 The Basics of Columns 🔗

You can sync your Monday contacts from two places in the Referral Factory dashboard:

👉 From the Users Tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

zoho-gif

👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your contacts by syncing them.

Screenshot showing that you can generate your referral program software links.

→ First, choose which contacts you want to sync. You have the option to sync your contacts from a specific board and/or a specific group inside that board.

→ Click Next.

Screenshot showing that that you can choose which contacts add to your referral program software.

→ Then, map your contact's details from Monday to Referral Factory.

→ Click Next.

Screenshot showing that t you can map contacts and add to your referral program software.

→ Then, using the new column that you have created in Monday, map the referral link.

→ Click Next.

Screenshot showing that t you can map your referral program software referral link.

→ If you would like to sync your Monday contacts on an ongoing basis, switch the toggle to on. In other words, every time you add a new contact in Monday who meets the criteria you set for the sync, they will be automatically added to your referral program and their referral link will be sent back to Monday.

→ Click Start Sync.

Screenshot showing that you can make Monday contacts on an ongoing basis, switching the toggle to on for your referral program software.

→ Success!

Screenshot showing that sync process started for your referral program.

3.2. How To Send Users (Like Referred Leads) from Referral Factory to Monday Sales CRM

Referral Factory can automatically create a new item in a board of your choice in Monday when someone signs up to participate in your referral program. In most cases, you would only want to send referred users (the Person Invited) as these are your new leads. However, you can also send users who sign up to refer via the campaign join link (the Person Referring).

💡 If you are automatically generating referral links for your contacts through the CRM sync and not allowing people to sign up for referral links via the campaign join link, you do not need to send direct users.

💡 If you'd like to learn more about the difference between the Person Referring and the Person Invited, read this help guide:

📖 What Is A User? 📖

This function must be configured from inside the campaign builder.

→ Select the Campaigns tab from the left-hand menu bar.

→ Click Edit Campaign.

Screenshot showing that you can edit your referral program campaign.

→ Once you're inside the campaign builder, select Integration from the bottom navigation bar.

How to Send The Person Invited (Referred Users)

→ Use the dropdown menu to select the board on Monday where you want to send your new referred users (or the Person Invited).

Screenshot showing how use the dropdown menu to select the board on Monday for your referral program software.

→ The next section of the page only applies if you want to automatically qualify a referral when a lead converts in Monday. If you only want to send users without adding a qualification trigger, you can ignore these options. The settings for automatic qualification will be covered in the next section (click here jump to that section).

Screenshot showing Before you begin mapping your data fields, decide which data you want to send from Referral Factory to Monday.

→ Before you begin mapping your data fields, decide which data you want to send from Referral Factory to Monday.

→ Create the relevant form fields in your campaign Pages for the Person Referring and/or Pages for the Person Invited.

→ Create the relevant columns in Monday. You may want to create columns for "Campaign Name" (if you are running multiple campaigns), "Referral Code" (this functions as a unique user ID), and "Referral Link". You may also want to create columns to store the details of the person who referred your new lead.

Screenshot showing that you should Create the relevant columns in Monday for your program software.

→ Next, map your fields. Use the drop-down options to match the relevant data between Referral Factory and Monday. The options in the drop-downs will pull directly from your Monday account.

Screenshot showing that you can use Use the drop-down options to match the relevant data between Referral Factory and Monday.

💡 If you don't see the new columns you have created as options, try clicking the hard refresh button:

→ You can also attach the information of the person who made the referral and you have 2 options for how to send this information to Monday:

Option 1: You can map this information as text in additional columns on the item. Please be sure to add the relevant text columns in Monday. Map the fields to send the information to the columns you have created.

Screenshot showing that you can map your referral program software information as text in additional columns on the item.

Option 2: You can map this information as a connected item. For this function to work, you will need to add a Connect Boards column in Monday. First, select the connected board to which you want to link. Then, select the connect boards column you have created. You also have the option to create a new item for the person referring if one does not exist.

Screenshot showing that your referral program software information You can map as a connected item

Here is an example of how the information will look in Monday:

Screenshot showing the example of howyour referral program software user information will look in Monday.

How to Send The Person Referring (Direct Users)

→ Use the dropdown menu to select the board on Monday where you want to send your direct users (or the Person Referring). In this example, we have created a new board called "Affiliates".

Screenshot showing that you can use the dropdown menu to select the board on Monday where you want to send your direct referral program software users (or the Person Referring).

→ Before you begin mapping your data fields, decide which data you want to send from Referral Factory to Monday.

→ Create the relevant form fields in your campaign Pages for the Person Referring.

→ Next, map your fields. Use the drop-down options to match the relevant data between Referral Factory and Monday. The options in the drop-downs will pull directly from your Monday account.

Here is an example of how the information will look in Monday:

Screenshot showing an example of how the referral program software user information will look in Monday

3.3. How To Automatically Qualify Successful or Converted Referrals

You can use Referral Factory's integration with Monday to trigger a qualification in Referral Factory when an item changes in Monday.

💡 Are you unsure about what it means to qualify a referral? Read this help guide to learn about marking successful or converted referrals as qualified:

📖 How to Qualify Converted or Successful Referrals 📖

What will change in Monday when you consider a referral successful? Select from the following 4 options to trigger a successful or converted referral in Referral Factory:

👉 The property of a column will change.

👉 The property of a column will change AND the item will move to a new group.

👉 The item will move to a new group.

👉 The item will move to a new board.

3.3.1. How To Qualify a Referral In Monday When the Property of a Column Changes

→ This function must be set up in the Integration section of the campaign builder, under the option to configure settings for the Person Invited.

→ Select Qualify when a user property changes.

→ Select the column in which the property will change. For example, Status.

Screenshot showing how set up the Qualifying a Referral program software referrals In Monday When the Property of a Column Changes

💡 This qualification trigger was designed for columns with a series of options, like status columns and dropdown columns. You can learn more about column types in Monday via their knowledge base.

→ Choose the initial value that should be used when Referral Factory first creates the lead in Monday. For example, 'New Lead'.

→ Then, choose the value that will be updated when you consider the item a successful or converted referral. For example, 'Qualified'. This is the status that will trigger a qualification in Referral Factory.

→ Click Save Qualification Settings.

Screenshot showing that after choosing option for qualifying your referral program software users click Save Qualification Settings.

3.3.2. How To Qualify a Referral In Monday When the Property of a Column Changes AND the Item Moves to a New Group

→ This function must be set up in the Integration section of the campaign builder, under the option to configure settings for the Person Invited.

→ Select Qualify when a user property changes AND the user is moved to a specific group.

→ Select the column in which the property will change. For example, Status.

💡 This qualification trigger was designed for columns with a series of options, like status columns and dropdown columns. You can learn more about column types in Monday via their knowledge base.

→ Choose the initial value that should be used when Referral Factory first creates the lead in Monday. For example, 'New Lead'.

→ Then, choose the value that will be updated when you consider the item a successful or converted referral. For example, 'Qualified'.

→ Then, select the group that the item will be moved to when you consider the referral successful.

→ Click Save Qualification Settings.

Screenshot showing that you can choose the value that will be updated when you consider the item a successful or converted referral program software referral.

3.3.3. How To Qualify A Referral In Monday When the Item Moves to a New Group

→ This function must be set up in the Integration section of the campaign builder, under the option to configure settings for the Person Invited.

→ Select Qualify when the user is moved to a specific group.

→ Select the group that the item will be moved to when you consider the referral successful.

→ Click Save Qualification Settings.

Screenshot showing that This function must be set up in the Integration section of the referral program software builder.

3.3.4. How To Qualify A Referral In Monday When the Item Moves to a New Board

→ This function must be set up in the Integration section of the campaign builder, under the option to configure settings for the Person Invited.

→ Select Qualify when the user is moved to a specific board.

→ Select the board that the item will be moved to when you consider the referral successful.

→ Click Save Qualification Settings.

Screenshot showing how to qualify a referral program referral In Monday When the Item Moves to a New Board

3.4. How To Track Your Sale Value For Commission-Based Rewards

If you are using your Monday.com integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a board in Monday.com. This means Referral Factory can automatically calculate the value of your reward!

→ In the Define Rules step of your Rewards Builder, select the Board and Property from Monday.com from which to track the sale value.

referral-rewards-monday

4. Uninstall your Monday Sales CRM Integration from Referral Factory

→ Navigate to the Settings tab of your Referral Factory dashboard.

→ Under the Monday logo, click disconnect.

Screenshot showing that you can under the Monday logo, click and disconnect your referral program.

❗️ Once disconnected, no user data will sync between Monday and Referral Factory or vice versa. However, any data that was synced before will still be available in both systems.

5. Troubleshooting

Having trouble with the Monday integration? Please consult our troubleshooting guide: 📖 Troubleshoot Your Monday Integration 📖