Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Zapier lets you connect Referral Factory to 8,000+ other apps using a no-code interface. You can automate tasks like enrolling new referrers, triggering actions when leads qualify, and syncing referral data with your CRM, email tools, and more.
Before you begin
You will need:
- A Zapier account (free tier available)
Getting started
1. Log in to zapier.com and click Create a Zap
2. Search for Referral Factory in the app directory
3. Choose whether Referral Factory is your trigger (event source) or action (destination)
4. Connect your Referral Factory account when prompted
5. Configure your trigger or action, map the relevant fields, and test
6. Turn on your Zap
Available Referral Factory triggers
Triggers start a Zap when something happens in Referral Factory:
| Trigger | What it does |
|---|---|
| New User | Fires when a new lead is referred to your campaign |
| Qualify User With Email | Fires when a lead is qualified, identified by their email address |
| Qualify User With Code | Fires when a lead is qualified, identified by their unique referral code |
| Qualify User With Coupon | Fires when a lead is qualified, identified by their coupon code |
| Reward Issued | Fires when a reward is distributed to a referrer |
Available Referral Factory actions
Actions let another app do something inside Referral Factory:
| Action | What it does |
|---|---|
| Add New User | Adds a new referrer to your referral campaign and returns their unique referral link. Requires campaign, first name, and email. |
Pre-built Zap templates
Zapier offers ready-made templates for Referral Factory so you can get started in minutes:
Browse all templates at zapier.com/apps/referral-factory/integrations.
- Qualify users from Stripe payments — automatically qualify leads when a payment is received
- Create Google Sheets rows for new users — log every new referral in a spreadsheet
- Add users to ActiveCampaign — sync new referrers to your email marketing tool
- Send Slack notifications for new users — notify your team when a referral comes in
- Log users in Salesforce — push referral data to your CRM automatically
- Create users from WooCommerce orders — enrol customers as referrers after purchase
- Subscribe users to Mailchimp or Klaviyo — add referrers to your mailing lists
- Add users to LeadConnector — sync referral contacts to your lead management tool
Example workflows
Enrol new customers as referrers:
Trigger: New customer in your billing tool → Action: Add New User in Referral Factory (map customer email and first name)
Notify your team when a referral qualifies:
Trigger: Qualify User With Email in Referral Factory → Action: Send a Slack message or create a task in your project management tool
Sync qualified leads to your CRM:
Trigger: Qualify User With Email in Referral Factory → Action: Update contact record in HubSpot, Salesforce, or Pipedrive