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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When a new referrer joins your campaign by signing up for a referral link, you can automatically create a corresponding contact in Intercom. This is configured separately from the lead sync.
Before you start
Connect Intercom in Campaign Settings → Integrations and API → CRM tab. See How to connect Intercom to Referral Factory for full instructions.
Step 1: Go to the Referrers tab
On the Intercom integration panel, select the Referrers tab. This tab controls what happens every time a new direct user joins your campaign.
Step 2: Choose an action
Under “When referrer joins campaign”, choose one of:
- Nothing to action — No contact will be created in Intercom
- Create New Lead In Intercom — Creates a new lead record in Intercom
- Create New User In Intercom — Creates a new user record in Intercom
Step 3: Map your fields
Map the Referral Factory referrer fields to Intercom fields, the same way you would for leads. The Email field is required. We recommend mapping a field for the referrer’s referral link if you plan to distribute referral links via Intercom.
Step 4: Handle duplicate contacts
Choose what happens when a matching contact already exists in Intercom — either skip duplicates or update the existing contact.