Great referral software makes it easy to manage your referrals using the workflows that already exist. In this help guide we'll highlight the main benefits of integrating your referral program software directly with your business and your existing workflows👇
You want to send your new referred users into the workflows you already use.
If you connect your CRM with your referral management software you would be able to send your new referred users (leads) into your business and the workflows you already use. You can also use Webhooks and Zapier to send new referred users out too.
Here's an example - John refers Sally, you want Sally to go into HubSpot as a contact so that you can follow up and close that deal.
You want an automated way to tell Referral Factory when those referred users convert.
If you use an integration, you can create rules inside your system that basically say - every time you update a lead, contact, or deal in your CRM then it would automatically let your referral management software know if that person converted. You can also qualify the referred users that convert manually, or by upload, or using Zapier or webhooks. If you aren't sure which option is right for you, then chat to support using the chat widget inside Referral Factory.
Here's an example - If John refers Sally, Sally then becomes a new lead in HubSpot. If your sales team phones Sally and she converts into a paying customer, then sally should also become qualified in Referral Factory. By using an integration you can automatically let Referral Factory know that Sally has qualified, and that way we can automatically reward John for referring her.
You want to be able to Sync your contacts to generate referral links for them
Want more referrals? You just have to generate referral links for all your contacts! You can use the sync function of our referral software to sync existing and future contacts with your referral program, this will will generate referral links for them and push them back into your CRM or database.
There are many ways to add users to your referral program and generate their referral links, you can sync your contacts, you can upload them, you can add them via Zapier, you can add them via API, or you could ask your users to register to refer if you want them to opt-in rather than be automatically added to your campaign.
You want to see in your CRM how many referrals, and converted referrals each of your contacts have
Want to make managing your referral program even easier? You can set up your referral software to pass through the data of how many referrals and converted referrals a particular contact or customer has made. So at any given point, you can view a contact in your CRM or back end and see how many referrals they have made.
Referral Factory was voted the #1 referral program software to use in 2023, by Influencer Marketing Hub. Marketers across the globe use Referral Factory to build, launch and run powerful referral programs at scale.