Having trouble integrating Referral Factory with your Monday account? Try these troubleshooting tips.
Want to learn more about how Referral Factory integrates with Monday? Try this article instead: 📖 Monday And Referral Factory Integration: A Full Guide 📖
In this guide 👇
1. Troubleshoot Your Monday Sync
2. Troubleshoot Your Monday Qualification Trigger
3. Troubleshoot Finding Your Board of Monday Contacts To Sync
1. Troubleshoot Your Monday Sync
🤔 Problem
You've successfully connected Monday and have used the "Sync CRM Contacts" function to automatically add users to your referral program and send their unique referral links back into Monday but no users have been added in Referral Factory and/or no referral links have populated into Monday.
✅ Try This
👉 Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync. If after 12 hours, the problem persists, please contact our support team.
🤔 Problem
You've successfully connected the Monday integration but new referred users aren't being sent to Monday.
✅ Try This
👉 Make sure you have configured the integration settings from inside the campaign builder. Learn more here 📖 Monday And Referral Factory Integration: A Full Guide 📖
👉 Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync. If after 12 hours, the problem persists, please contact our support team.
2. Troubleshoot Your Monday Qualification Trigger
🤔 Problem
You've configured the Salesforce integration in the campaign builder but new referred users aren't being qualified according to your selected qualification option (When a Lead Status Changes, When a Lead Converts into an Opportunity, or When a Lead Converts into an Opportunity and Moves to a Specific Stage)
✅ Try This
👉 Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync. If after 12 hours, the problem persists, please contact our support team.
3. Troubleshoot Finding Your Board of Monday Contacts To Sync
🤔 Problem
You want to sync a particular board of contacts but when you search, it doesn't show in the available list in the dropdown select.
✅ Try This
👉 Check that you've spelled the name of the board correctly.
👉 If you have a significant number of boards in Monday, we recommend scrolling to the bottom of the list multiple times. This is because only 100 boards are loaded at a time, and scrolling to the bottom will allow more boards to load.
👉 If you recently created the board, you can try resolving the issue by disconnecting your Monday integration and clearing your cache. After doing so, reconnect and attempt again to see if the board appears in the available options.