Sync your contacts with Referral Factory from hundreds of apps using Zapier. This will automatically add them to your referral program and generate their referral links. It's simple with Referral Factory's "Add New User" Zap.
📌 Want to know what else you can do with Referral Factory and Zapier? Read the overview.
📌 Did you know that you can use a Zap template? See all of Referral Factory's Zap templates here.
Step 1: Create a New Zap
→ Log in to Zapier.
→ Click on the “Create Zap” button on your dashboard.
Step 2: Set Up Your Trigger (The App Where You Store Your Contacts)
→ Choose the app where your contacts are stored. This could be a CRM like ClickUp, a spreadsheet like Google Sheets, or an email service like Mailchimp.
💡 To see what triggers are available for your app, visit their Zapier page and scroll down to the section titled ”Supported triggers and actions”.
→ Select the trigger event, such as "New Contact," "New Spreadsheet Row," or another event that represents a new contact being added.
→ Follow the prompts to connect your account and configure the trigger. For example, if using Google Sheets, select the specific spreadsheet and worksheet.
→ Test your trigger. Follow the instructions to fetch a sample contact from your trigger app.
Step 3: Set Up Your Action (Referral Factory)
→ Search for and select "Referral Factory" as the action app.
→ Choose the "Add New User" action. This will trigger the creation of a new user in Referral Factory and generate a unique referral link for them.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ Map the information from your trigger app to the required fields in Referral Factory. Typically you would map the fields First Name and Email.
→ Select if Referral Factory should trigger an email notification (for the person referring when they join your campaign) to the user when they are added to your referral program.
→ Test the action to create a new user in Referral Factory and generate a referral link.
→ Check your Referral Factory account to verify the new user has been created.
Step 4: Activate the Zap
→ Once testing is successful, turn on your Zap to start automating the process. Zapier will handle creating new users and generating referral links whenever the trigger event occurs.
Step 5 (Optional): Send Referral Links Back Into Your Trigger App (Where You Store Your Contacts)
→ Should you wish to store your contacts’ referral links inside your CRM or email service for easy distribution, first, create a field, column or property in your app to store the referral link data.
→ Add an additional step to your existing Zap (on paid Zapier plans) or create a new Zap (on free Zapier plans).
→ Select Referral Factory as the trigger app and “New User” as the trigger event.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ For the question “which users should we send?”, select Zapier.
→ Test your trigger to populate sample data. It’s normal to receive Monica and John as the sample participants.
→ Select the app where your contacts are stored as your action app and select a trigger that will update the contact information such as “Update a Spreadsheet Row” in Google Sheets or “Add/Update a Subscriber” in Mailchimp. You may need to add a search step to locate the existing contact.
→ Map the information from Referral Factory to your action app. Typically, you would map the user’s email address and their referral link.
→ Test the action and check inside the app where you store your contacts to see that the information has been sent correctly.
→ Once testing is successful, turn on your Zap to start automating the process. Zapier will update your contacts with the unique referral links generated for them in Referral Factory.