Connect CRMs, webhooks, APIs, and automation tools.
The Integrations category explains how Referral Factory connects with the tools your team already uses, including CRMs, reward platforms, payment tools, webhooks, APIs, and automation platforms. Integrations help you qualify leads, sync contacts, and reduce manual campaign admin.
Use these guides when referral data needs to move between Referral Factory and another system. A well-planned integration keeps campaign context intact, avoids duplicate work, and helps your sales or customer team act on referred leads quickly.
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Referral Factory connects to a range of external tools to automate the two most important parts of your referral program: getting referrers enrolled, and.
Zapier lets you connect Referral Factory to 8,000+ other apps without writing code.
Referral Factory supports both outbound webhooks (events sent from Referral Factory to your systems) and inbound webhooks (events sent from your systems to.
This can happen if Salesforce invalidates an auth token, a permission changes on the Salesforce side, or the connected Salesforce user account is modified or.
This typically happens when HubSpot invalidates or expires an auth token — caused by a password reset, a security update, or a permission change on the HubSpot.
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.
When you connect Intercom to Referral Factory, you’ll be asked to authorize the following permissions on Intercom’s OAuth page:
This can happen if there's been a change in your Intercom settings, a password reset, or a security update that revokes your Intercom token.
If leads are not being automatically qualified via your Intercom integration, there are a few common causes to check.
This is typically caused by incomplete field mapping or a missing setup step in the integration settings.
Approval typically takes <strong>1–2 business days</strong> after you submit your ServiceTitan Tenant ID.
When syncing CRM or payment processor contacts into Referral Factory, you can choose between two sync modes on the confirmation page of the sync wizard:
When Referral Factory sends a new lead or referrer to Intercom, it checks whether a contact with the same email address already exists.
When configuring what happens when a lead or referrer joins your campaign, you’ll see two options for creating contacts in Intercom:
You can sync contacts from Intercom into your campaign as referrers using the Sync wizard.
A single contact can only exist once per campaign.
Stripe Credits let you reward referrers or referred leads by applying a billing credit to their Stripe account balance.
Referral Factory integrates directly with HubSpot, Salesforce, Intercom, and ServiceTitan. The setup process is similar for each CRM.
Field population can take up to 30 minutes after a referral event.
A new booking is created in ServiceTitan as soon as the referred person submits their information on the referral landing page — not when they book a job or.
Referral Factory can create Lead and Contact objects in Salesforce.
The two most common causes of failed rewards are insufficient funds in your Tremendous account and a disconnected integration.
To set up the Tremendous integration, you'll first need a Tremendous account (free to sign up at tremendous.com).
Disconnections are uncommon but can happen in a few specific situations:
The most common cause is the "Do nothing" setting.
Tremendous is Referral Factory's native reward partner and supports a wide range of payout options including gift cards, prepaid Visa/Mastercard, PayPal, and.
In your campaign's HubSpot integration settings, scroll down to the Qualification Rules section. Select the deal stage that should trigger qualification.
API access and outbound webhooks are available on the Basic plan and above.
Referral Factory’s HubSpot integration works within a single object type.
No. Referral Factory does not automatically delete referrers when they are removed from an Intercom segment, deactivated, or leave the company.
Referral Factory integrates with e-commerce platforms like Shopify, Wix, and WooCommerce through Zapier, Make, or API/webhooks.
Qualification depends on when Salesforce pings Referral Factory to confirm the status update.
This error occurs when a Lead in Salesforce has already been converted to a Contact (and sometimes an Account or Opportunity) before the referral sync tries to.
Referral Factory works with most e-commerce setups, though the connection method depends on your platform.
If a HubSpot contact property is not appearing in Referral Factory's field mapping dropdown, the most common cause is that the property is not set to Show in.
Use the integration that records your conversion event most reliably.
Standard syncs (under 1,000 contacts) typically complete within up to 30 minutes.
Work through this checklist:
Connecting Stripe lets Referral Factory automatically qualify leads when a referred customer makes a payment in Stripe, and can support Stripe promo codes when checkout needs code redemption.
Connecting Intercom to Referral Factory lets you automatically send new leads and referrers to Intercom, sync Intercom contacts into your campaigns, and.
Your Campaign ID and API Key are required for API calls, webhook configuration, and many third-party integrations like Zapier and Make.
When a new referrer joins your campaign by signing up for a referral link, you can automatically create a corresponding contact in Intercom.
When configuring the Intercom integration, you’ll need to map fields between Referral Factory and Intercom.
If you no longer need the Intercom integration, you can disconnect it from your campaign.
You can import contacts from Intercom into your Referral Factory campaign as referrers.
Zapier lets you connect Referral Factory to 8,000+ other apps using a no-code interface.
n8n is an open-source workflow automation tool that works similarly to Zapier and Make. It can be self-hosted for full data control, or used via n8n Cloud.
Make (formerly Integromat) is a visual automation platform that lets you build multi-step workflows — called scenarios — connecting Referral Factory to.
When a new lead joins your referral campaign, you can automatically create a corresponding contact in Intercom.
Connecting Salesforce lets you automatically send referred leads to Salesforce, sync Salesforce contacts into your campaign as referrers, and qualify referrals.
This guide walks you through connecting Referral Factory to ServiceTitan and configuring it to automatically create bookings for referred leads, auto-qualify.
This guide walks you through connecting Referral Factory to HubSpot and configuring it to automatically send leads and referrers to your CRM, auto-qualify.
Use the API to programmatically enrol users as referrers in your campaign — for example, automatically adding a customer as a referrer the moment they complete.
The Referral Factory REST API lets you programmatically manage your referral program — adding referrers, qualifying leads, and retrieving campaign data from.
When you configure a CRM integration in Referral Factory, you will encounter field mapping — the process of telling Referral Factory which data to send to your.
Use the qualification endpoint to programmatically mark a lead as qualified from your own system when a conversion event occurs.
Once your HubSpot integration is connected, you can set up qualification rules that automatically mark a referral as qualified inside Referral Factory when.
Referral codes let you track referrals when a link is not the best handoff, and can also be used with Stripe checkout when you want code redemption and coupon discounts in one flow.
How to log into your Referral Factory dashboard using a password, magic link, Google, or SSO — and how to reset your password if you've forgotten it.
What works and what doesn't when it comes to UTM parameters, Google Analytics, Facebook Pixel, and other tracking tools on your referral pages.
How referrers sign up, log in, and use the branded referrer portal to find their referral link and track their referrals.
