Connect Referral Factory with the tools your business already uses to manage customers, leads, and rewards. Find setup guides for CRMs, reward platforms, payment tools, APIs, webhooks, and automation platforms.
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Sync contacts, leads, deals and referral qualification with HubSpot.
View guidesConnect Salesforce records, leads and conversion activity.
View guidesSync Zoho contacts, leads and referral qualification rules.
View guidesConnect Pipedrive contacts, leads, deals and qualification stages.
View guidesUse Monday.com boards and groups with your referral program.
View guidesSync Intercom users, leads, segments and referral activity.
View guidesConnect leads, Bookings and completed jobs with ServiceTitan.
View guidesPrepare your permissions, CRM records, field mappings, duplicate rules, qualification criteria and test data before connecting a CRM.
Configure and test the CRM qualification rule that changes a Lead from Pending to Qualified when the correct conversion milestone is reached.
Automate how customers become referrers, how Leads enter your systems, how conversions are qualified and how rewards are triggered.
Connecting Referral Factory to your CRM lets referral activity become part of the customer and sales workflows your team already uses.
Choose a one-time sync for a single contact import or an ongoing sync when future eligible contacts should continue to become referrers automatically.
If your CRM is connected to Referral Factory, you can use an event in your CRM to automatically tell us when a referred Lead has successfully converted.
Use the integration that records your conversion event most reliably.
Yes. You can turn existing CRM contacts into Referrers and automatically generate a unique Referral Link for each person.
Use Zapier, Make, n8n, or the API to take customers from another app or database and add them as Referrers to a Referral Factory campaign automatically.
See which CRMs, payment tools, reward providers, automation platforms and developer options can connect with Referral Factory.
Use dynamic values for person-specific data and fixed values when every CRM record should receive the same value.
Referral Factory supports common integration paths for CRMs, reward tools, payment platforms, webhooks, APIs, and automation tools. The best option depends on where your customer, lead, deal, or purchase data already lives.
Use a native integration when it covers your workflow, webhooks when another system needs to notify Referral Factory about an event, and the API when you need a custom backend integration controlled by your team.
Integrations can qualify referrals when an external system confirms the right event, such as a deal stage, payment, subscription, or customer status. This helps Referral Factory reward referrers based on real business outcomes.
Test contact matching, campaign IDs, field mapping, qualification triggers, duplicate handling, and failed-event recovery. Use a test referral journey so you can confirm the connected system receives and sends the expected data.
