Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Use the integration that records your conversion event most reliably.
If you use Stripe and HubSpot, connecting both is fine — but only configure one as your qualification trigger to avoid duplicate qualification events.
- Stripe — best if your conversion is a payment and you're already using Stripe for billing
- HubSpot or Salesforce — best if your sales team manages deals and marks them closed in a CRM
- Intercom — best if your customer success team tracks subscription status in Intercom
- Zapier / Make / n8n — best if your conversion event lives in a tool without a native Referral Factory integration
- API or webhook — best if you have a technical team and want maximum control over the timing and logic
- Manual — best for low-volume programs or as a temporary fallback while you set up automation