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IntegrationsHow-To1 min readUpdated 2026-03-04

Referral Factory API — qualifying leads via API

Use the qualification endpoint to programmatically mark a lead as qualified from your own system when a conversion event occurs.

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EndpointQualifying a leadUnqualifying a leadIdentifier optionsBest practices
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Use the qualification endpoint to programmatically mark a lead as qualified from your own system when a conversion event occurs.

Endpoint

Qualifying a lead

Unqualifying a lead

Set "qualified": false to revert a lead to Pending status — useful for handling refunds or cancellations.

Identifier options

You can identify the lead using:
  • email + campaign_id
  • id (Referral Factory internal user ID)
  • code (the referral code embedded in their link)

Best practices

Full reference: developers.referral-factory.com
  • Call this endpoint from your server-side payment processing code, immediately after a successful payment is confirmed
  • Build in idempotent behaviour: if your system retries on failure, ensure the same lead isn't qualified twice
  • Log API responses for debugging — a 200 response confirms the status change was applied
Related strategy reading

Go deeper with Learn

This help article explains the setup. These Learn guides explain the bigger strategy, planning, and real-world use of referral programs.

Referral Program
Referral Program
Go beyond setup and learn how to structure, launch, and improve a referral program.
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