What Integrations Does Referral Factory Offer?

HubSpot

• Sync all or some of your HubSpot contacts to generate their referral links.
• Send your new referred contacts straight into the HubSpot workflows you already use.
• Qualify the referred contacts that convert simply by updating things like: Lead status, Lifecycle stage, Deal Stages, And Custom Properties.
• Automatically issue rewards to the contacts who refer new business your way.

Salesforce

• Sync all or some of your Salesforce contacts to generate their referral links.

• Send your new referred leads or opportunities straight into the Salesforce.

• Qualify the referred leads that convert simply by updating things like: Lead status, converting a lead into an opportunity, or converting a lead into and opportunity and moving it to a specific stage (like "closed won", for example).

• Automatically issue rewards to the contacts who refer new business your way. 

Intercom

• Sync all or some of your Intercom users to generate their referral links. 

• Send your new referred leads or users straight into the Intercom.

• Qualify the referred leads and users that convert simply by changing the user's data in Intercom (works with standard data attributes and custom data attributes)

• Automatically issue rewards to the Intercom users who refer friends.  

Pipedrive

• Sync all or some of your Pipedrive contacts to generate their referral links. 
• Send your new referred leads or deals straight into the Pipedrive.

• Qualify the referred leads that convert simply by updating things like: Lead status, Deal Stage, or convert a lead into a deal and move it to a specific stage.

• Automatically issue rewards to the contacts who refer new business your way. 

Zoho

• Sync all or some of your Zoho contacts to generate their referral links.

• Send your new referred leads or deals straight into Zoho.

• Qualify the referred leads that convert simply by updating things like: lead status, converting a lead into a contact, changing a custom property on a lead or contact, or moving a Zoho deal to a specific stage. 
• Automatically issue rewards to the contacts who refer new business your way. 

Monday Sales CRM

Our referral management software allows you to achieve the following with Monday:

• Sync all or some of your Monday contacts to generate their referral links.

• Send your new referred leads or deals straight into Monday.

• Qualify the referred leads that convert simply by updating a column, group or board. 
• Automatically issue rewards to the contacts who refer new business your way. 

Stripe 

Our referral management software allows you to achieve the following with Stripe:

• Every time you get a new referred lead, create a new customer in Stripe AND track their spend. That way, you can mark the referral as successful when they hit a target spend amount.
• Seamlessly protect yourself from refunds and self-referrals.
• Sync your Stripe customers to automatically generate their unique referral links, which you can then send back into Stripe as metadata. That way, you can distribute referral links on your customer's invoices.
• Every time someone signs up for a referral link, create a customer in Stripe. That way, you can offer them Stripe rewards like coupons or credit. 
• Reward existing customers with Stripe coupons or credits.

Service Titan

Coming Soon!!

Zapier

• Generate referral links for users by adding them to your referral campaign and get a response with the referral link of the added user - using the Add User Zap.
• When a new referral is generated, send that user's data to your CRM, marketing tools, or anywhere else - using the New User Zap.  
• Qualify a referred user when they successfully convert by sending Referral Factory their code - using the Qualify With Code Zap.
• Qualify a referred user when they successfully convert by sending Referral Factory their email - using the Qualify With Email Zap.
• Qualify a referred user when they successfully convert by sending Referral Factory their redeemed coupon - using the Qualify With Coupon Zap.
• Issue rewards to the person referring and the person invited for participating in your referral program - using the Issue Rewards Zap

Webhooks

Our referral management software also has webhook functionality. But what is a webhook? A webhook is a way for different applications to talk to each other or send data from one application to another in real-time. 

• The outbound webhook allows you to send user data out of Referral Factory to any endpoint.
• The inbound webhook allows you to send the code of your referred user to this endpoint, to notify us that they have converted.

API

Our referral management software has an API which allows you to do the following:

• Access all of your user records in real-time - this is the data you would usually see on your ‘Users’ tab
• Update, add, or delete your user records
• Qualify ‘referred’ users once they successfully complete the desired action (often referred to as a conversion)
• Get notified of when a reward needs to be issued to a user
• Send new referred users to any endpoint such as your own CRM software

Javascript

Tremendous

Our referral management software integrates with Tremendous  giving you access to 700+ reward options to automatically issue rewards to the person referring and the person invited.