Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
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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