Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Zapier lets you connect Referral Factory to 8,000+ other apps without writing code.
If you need referral software that fits into the rest of your stack, no-code automation is one of the fastest ways to extend what the platform can do.
How to connect
- Go to zapier.com and search for Referral Factory in the app directory
- Choose a trigger (e.g. New User in Referral Factory) or start from the other app's trigger
- Choose an action (e.g. Add New User in Referral Factory, or create a row in Google Sheets)
- When prompted, connect your Referral Factory account
- Map the required fields, test, and turn on your Zap
What can you do with the Referral Factory Zapier integration?
Triggers (events in Referral Factory that start a Zap):
Actions (things Zapier can do in Referral Factory):
- New User — a new lead is referred to your campaign
- Qualify User With Email / Code / Coupon — a lead is marked as qualified
- Reward Issued — a reward is distributed to a referrer
- Add New User — enrol a new referrer in your campaign and return their unique referral link
Popular Zapier automations
Browse all pre-built templates at zapier.com/apps/referral-factory/integrations.
- Qualify referrals automatically when a Stripe payment is received
- Log every new referral as a row in Google Sheets
- Send a Slack notification when a new referral comes in
- Create a Salesforce or ActiveCampaign contact for each new referrer
- Enrol new customers from WooCommerce or Shopify orders as referrers
- Subscribe referrers to Mailchimp or Klaviyo mailing lists