Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
When you configure a CRM integration in Referral Factory, you will encounter field mapping — the process of telling Referral Factory which data to send to your CRM and where to put it. Within field mapping, you can choose between two types of values: dynamic and fixed.
What is field mapping?
Field mapping connects a piece of data from Referral Factory (e.g. a lead’s email address) to a specific field in your CRM (e.g. the Email field on a HubSpot contact). Without mapping, the integration connects but sends nothing useful.
Dynamic values
A dynamic value is pulled from the actual data of the referrer or lead at the time the event occurs. It changes per person.
Examples:
Use dynamic values when you want to send real, person-specific data into your CRM.
- The lead’s email address
- The lead’s first name
- The referrer’s referral link
- The campaign name
Fixed values
A fixed value is a constant that you type in manually. It is the same for every record created by this integration — it does not change per person.
Examples:
Use fixed values when you want to tag or segment all records from this integration with a consistent label.
- Setting a HubSpot contact property called
Lead Sourceto always be"Referral Program" - Setting a
Campaign Typeproperty to always be"Summer 2025" - Marking a contact property as
"Referred"for every lead who joins
Using both together
Most integrations use a combination. For example:
- Email → dynamic (each lead’s actual email)
- First Name → dynamic (each lead’s actual name)
- Lead Source → fixed (always “Referral Program”)
- Referral Link → dynamic (each referrer’s unique link)
Common confusion points
"I don’t see my HubSpot property in the dropdown."
For a HubSpot property to appear in Referral Factory’s field mapping dropdown, it must be set to Show in Forms in HubSpot. Properties that are hidden or internal-only will not appear. See: FAQ: Why aren’t my HubSpot properties populating in the integration mapping?
"I added a fixed value but the CRM field isn’t updating."
Check that the field type is compatible. For example, if the HubSpot property is a dropdown (enumeration), your fixed value must exactly match one of the defined options — including capitalisation.
"Do I need to map every field?"
No, but Email and First Name are typically required for the integration to send data. Additional field mapping is optional but recommended for richer data.