HubSpot integration guides

Connect Referral Factory and HubSpot to sync existing contacts as referrers, send new leads and referrers to HubSpot, and qualify referrals from CRM activity.

Use HubSpot and Referral Factory together to enrol existing contacts, send new referrers and leads to your CRM, qualify successful referrals and start the campaign reward process.

Sync all contacts or a saved HubSpot list into a Referral Factory campaign as referrers, then write each person’s referral information back to HubSpot.

Create a HubSpot Contact or Deal whenever a lead joins your campaign, map the required fields, choose duplicate handling and test the result.

Create or update a HubSpot Contact or Deal when a new referrer joins your campaign, and map their referral information into the CRM.

Qualify referrals when a selected HubSpot Contact property or Deal stage changes, including a workflow option when your conversion signal lives on a Deal but you create Contacts.

Check the HubSpot connection, saved action, required mappings, duplicate handling, field refresh and qualification rule before contacting support.