Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Make (formerly Integromat) is a visual automation platform that lets you build multi-step workflows — called scenarios — connecting Referral Factory to thousands of other apps. Referral Factory has a native Make module, so you can add it directly to any scenario without using HTTP requests.
Before you begin
You will need:
- A Make account (free tier available)
- Your Campaign ID and API Key from Referral Factory — find both on the Promote page → Custom API Dashboard card (the API Integration panel)
Getting started
1. Log in to make.com and click Create a new scenario
2. Click the + button to add a module and search for Referral Factory
3. Choose whether Referral Factory is your trigger (watches for events) or action (performs an operation)
4. Connect your Referral Factory account using your API Key when prompted
5. Configure the module, map the relevant fields, and test
6. Activate the scenario
Available Referral Factory triggers
Triggers watch for events in Referral Factory and start your scenario:
| Trigger | What it does |
|---|---|
| Watch New Users | Fires when a new lead is referred to your campaign |
| Watch Issuing Rewards | Fires when a reward is issued to a referrer |
Available Referral Factory actions
Actions let another app do something inside Referral Factory:
| Action | What it does |
|---|---|
| Add New Users | Adds a new referrer to your referral campaign and returns their unique referral link. Requires campaign, first name, and email. |
| Qualify Referred Users | Marks a referred lead as qualified when they convert. Map the lead's email or referral code from your trigger. |
| Make an API Call | Performs an arbitrary authorized API call to Referral Factory. Use this for advanced operations not covered by the other modules. |
Popular integration partners
Make lets you pair Referral Factory with apps like:
Browse all Referral Factory integration partners at make.com/en/integrations/referral-factory.
- HubSpot CRM — sync referral data with your CRM contacts and deals
- Google Sheets — log every new referral or qualification in a spreadsheet
- Slack — notify your team when a new referral comes in or qualifies
- Stripe — qualify leads automatically when a payment is received
- Shopify / WooCommerce — enrol customers as referrers after purchase
- Mailchimp / ActiveCampaign — add referrers to your mailing lists
- Salesforce — push referral data to your CRM automatically
- Airtable — track referrals in a flexible database
Example workflows
Enrol new customers as referrers:
Trigger: New customer in Stripe → Action: Add New Users in Referral Factory (map customer email and first name)
Qualify leads when a deal closes:
Trigger: Deal status changes to "Won" in HubSpot → Action: Qualify Referred Users in Referral Factory (map contact email)
Notify your team on new referrals:
Trigger: Watch New Users in Referral Factory → Action: Send a Slack message with the referral details
Log rewards in a spreadsheet:
Trigger: Watch Issuing Rewards in Referral Factory → Action: Add a row in Google Sheets with the reward details