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Can I automate a referral program with HubSpot?
Yes. If your team already uses HubSpot, Referral Factory lets you add a referral program without replacing the way you manage Contacts and Deals. Existing Contacts can become referrers, Referral Factory can run the referral experience, new leads can enter HubSpot, and a Contact property or Deal stage can tell Referral Factory that the referral succeeded.
Why use Referral Factory if I already use HubSpot?
HubSpot remains the place where your team manages contacts and sales activity. Referral Factory adds the referral link and sharing experience, tracks who referred whom, watches the qualification signal and applies the campaign reward rules. Your team can keep using its existing HubSpot workflow.
What can I automate?
- Bring existing HubSpot Contacts into Referral Factory as referrers.
- Send new referrers into HubSpot.
- Send new leads into HubSpot as Contacts or Deals.
- Use a HubSpot Contact property or Deal stage change to qualify the referral.
How do existing HubSpot Contacts become referrers?
You can select existing HubSpot Contacts, including people in a saved HubSpot list, and add them to Referral Factory as referrers. Referral Factory creates the configured referral information for them without your team rebuilding those people manually.
What happens when someone makes a referral?
The referrer shares their Referral Factory link or another sharing option enabled in the campaign. A new lead joins, and Referral Factory sends that lead into the HubSpot Contact or Deal path chosen for the campaign. Your team then follows its normal HubSpot process for that record.
Set up this part of the journey with How Can I Send New Leads to HubSpot Automatically?.
How does HubSpot tell Referral Factory that the referral succeeded?
A Contact-based campaign can use a Contact property change. A Deal-based campaign can use a Deal stage change. When the selected HubSpot condition is met, Referral Factory marks the referral as qualified.
What happens after qualification?
Referral Factory updates the referral status and applies the campaign rules. If the campaign rewards qualified referrals, the reward process can then begin. Qualification and reward configuration are related, but they are separate settings.
What stays in HubSpot and what stays in Referral Factory?
HubSpot remains responsible for the Contact or Deal and the sales work around it. Referral Factory remains responsible for the campaign, referrer experience, referral attribution, qualification rule and rewards. Referral information can be mapped into HubSpot where the campaign supports those fields.