How To Send Referred Users (the Person Invited) from Referral Factory to HubSpot

Referral Factory can automatically create a new contact in HubSpot when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!

📌  Want to know what else you can do with Referral Factory and HubSpot? Read the overview.

 

📌 Want to send referred users AND automatically qualify them using HubSpot? Read this instead.

 

 

Step 1 (Optional): Create Custom Properties in HubSpot

→ Should you wish to store referral data related to your referred user, first create the relevant properties inside HubSpot. You could, for example, create properties to house information like:

  • {Referrer First Name}: The name of the person who referred them
  • {Referrer Email Address}: The email address of the person who referred them
  • {Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
  • {Referral Link}: The referral link automatically generated for the new user (useful if you will enrol referred leads into your referral program)

hubspot-send-referred-users-step-1-create-properties-example-referrer-first-name

Step 2: Configure How Data Should Be Sent in Referral Factory

→ Click Edit Campaign to enter the campaign builder. 

→ Navigate to the Integrations step in the bottom navigation bar. 

→ Scroll down until you see the option to configure settings for the Person Invited. 

hubspot-step-2-configure-settings-in-referral-factory

Step 3 (Optional): Set Your Qualification Rules

→ If you would like to automatically qualify the Person Invited when they convert in HubSpot, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.

📌  If you’d prefer to send referred users AND automatically qualify them using HubSpot, read this instead.

 

Step 4: Map Your Fields 

→ Map the data fields from Referral Factory to your HubSpot properties using the dropdown select options. If a recently created HubSpot property is unavailable for selection, click the refresh button. 

❗️ You must map the fields First Name and Email. Other fields are optional. 

hubspot-integration-send-person-invited-map-fields-step-4-plus-refresh

    Step 5 (Optional): Define Your Default Fields

    → You also have the option to define any default data fields for when the contact is created inside HubSpot. 

    hubspot-integration-send-person-invited-default-fields-step-5-plus-refresh-hidden

    Step 6 (Optional): Attach Information About The Person Referring

    → You also have the option to attach information about the person who made the referral. Remember that you may need to create custom properties inside HubSpot to house this data. v

    hubspot-integration-send-person-invited-step-6-plus-refresh-attach-information-about-the-person-who-made-the-referral

    Step 7: Choose How To Handle Duplicates

    → Choose whether Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside HubSpot.

    → Click Save or Next.

    hubspot-integration-send-person-invited-step-7-how-to-handle-duplicate-users


     

    How To Test Whether Your Integration Is Working

    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 HubSpot. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, yourname+personreferring+date@yourdomain.com.

    testing-integrations-sign-up-as-person-referring-step-1 (1)

    Step 2: Sign Up As The Person Invited

    → Next, open the referral link generated for the Person Referring and sign up as the Person Invited

    how-to-test-your-integration-click-referral-link

    → 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 HubSpot. 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

    → Check that the Person Invited is created in the Users tab inside Referral Factory.

     

    Step 4: Check For New Contacts in HubSpot

    → Check that the contact is created in HubSpot with all the data you have chosen to map across. 

    how-to-test-your-integration-hubspot


     

    Troubleshooting

    🤔 Problem: No referred users (the Person Invited) are being sent to HubSpot

    → Double check that you have mapped the HubSpot properties {First Name} and {Email}. These are required fields and must be selected for the contact to be created in HubSpot. 

    → Check whether you have mapped any unsupported property field types. Referral Factory currently does not support the following HubSpot property field types:

    • Date picker
    • Number
    • Calculation
    • Score
    • File

    🤔 Problem: Some but not all referred users (the Person Invited) are being sent into HubSpot

    → Verify if the user is already part of your campaign by searching from the Users tab in Referral Factory. If the user joined the campaign before the settings to send direct users were set up, a contact will not be generated in HubSpot. Essentially, the function does not work retroactively.

    → Verify if the contact already exists in HubSpot and check your settings in Referral Factory for how to handle duplicate users. 

    → Check whether any of the HubSpot properties you mapped to Referral Factory during your setup have data validation rules or character limits.

    🤔 Problem: Referred users (the Person Invited) are being sent into HubSpot but one or more properties are not being updated

    → Check whether you have mapped any unsupported property field types. Referral Factory currently does not support the following HubSpot property field types:

    • Date picker
    • Number
    • Calculation
    • Score
    • File

    → Check whether any of the HubSpot properties you mapped to Referral Factory during your setup have data validation rules or character limits.

    🤔 Problem: Referred users (the Person Invited) are not updating in HubSpot

    → Make sure you have chosen the option to update contacts under the section "How To Handle Duplicate Users" in your HubSpot integration setup. Whatever fields you have mapped in the integration step will be updated for the contact inside HubSpot. Keep in mind that enabling this setting may result in existing HubSpot contact data being overwritten.

    🤔 Problem: A custom or default HubSpot property is not showing in Referral Factory 

    → Click the yellow refresh option in the top right hand corner of your screen.

    refresh-button-referral-factory

    → Check if you have selected a CRM field for any pages in the campaign builder. If you have chosen to use a CRM field, then Referral Factory will automatically map the  field to HubSpot. Should you wish to map the property differently, rather use an input field or select field and map the field manually.

    referral-factory-troubleshoot-crm-field-campaign-builder

    → Check whether the property has already been mapped to another field. It is not possible to map a HubSpot property to multiple Referral Factory fields. 

    → Ensure that the HubSpot property is visible, i.e. it should be set to "Show in Forms". 

    hubspot-property-visibility-show-in-forms-troubleshoot-referral-factory-integration

    → Try disconnecting your HubSpot integration and clearing your cache. After doing so, reconnect and attempt again to see if the property appears in the available options.

     

    📌 Can't see your problem here? Try the full HubSpot Troubleshooting Guide.