Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Referral Factory connects to a range of external tools to automate the two most important parts of your referral program: getting referrers enrolled, and qualifying leads when they convert.
All integrations are configured per campaign in Campaign Settings → Integrations and API. The integrations page is organized into six tabs: CRM, Payment, Rewards, Email, API & Webhooks, and Automation.
CRM Integrations
Connect your CRM to sync referrers and leads automatically.
Note: Zoho, Pipedrive, and Monday.com are coming soon. You can request access from the CRM tab.
- HubSpot — sync contacts as referrers, qualify leads based on contact property or deal stage changes
- Salesforce — sync contacts as referrers, qualify leads based on field or opportunity stage changes
- Intercom — connect Intercom to manage customer conversations and qualify leads based on contact attribute changes
- ServiceTitan — create bookings for referred leads, qualify referrals based on job status changes, and sync existing ServiceTitan customers as referrers (available for offline users only)
Payment Integrations
Connect your payment gateway to process payments and manage subscriptions.
Coming soon: Chargebee for billing and subscription management.
- Stripe — qualify leads when a referred customer makes a payment; also supports syncing Stripe customers as referrers
Reward Integrations
Connect your rewards platform to manage your rewards and incentives.
- Tremendous — automatically issue digital gift cards and cash rewards
- Stripe — issue credits to referrers when their referred leads convert via Stripe
- PayPal — send cash payouts directly to referrers via their PayPal account
Email Integrations
Connect email marketing platforms to enhance your campaigns.
Coming soon: Beehiiv, Coverkit (Kit), and Mailchimp email integrations are planned. You can sign up to get notified when they go live from the Email tab.
API & Webhooks
Manage your API key, webhook token, and configure webhooks to receive real-time notifications about events in your referral program.
- API Key — your key for authenticating API requests. See Where to find your Campaign ID and API Key
- Outbound Webhooks — Referral Factory supports inbound webhooks to automatically qualify leads. See Referral Factory webhooks — overview and setup
- Webhooks — configure webhooks to receive real-time notifications about events in your referral program. See How to qualify leads via webhook
- REST API — programmatically add referrers, qualify leads, and retrieve data. See FAQ: How do I use the Referral Factory API or set up webhooks?
Automation Platforms
Connect Referral Factory with automation platforms to create custom workflows and automate your referral program.
Each automation platform card includes a setup guide and a link to view the full documentation.
- n8n — a workflow automation tool that allows you to connect Referral Factory with thousands of apps. Create custom workflows to automate your referral program.
- Zapier — connect Referral Factory to thousands of other tools without code
- Make (Integromat) — build multi-step automation workflows with Referral Factory