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Before you start
Connect Intercom and open the campaign’s Referrers settings. This is separate from syncing people who already exist in Intercom.
Choose what happens when a referrer joins
Select Create New Lead In Intercom or Create New User In Intercom. Nothing to action leaves Intercom unchanged.
Map referrer information
Map Referral Factory Email to Intercom Email, then add useful fields such as first name, referral link, promo code or referral counts where available.
Choose how Referral Factory should handle a matching contact that already exists in Intercom.
Save and test the setup
Create one test referrer, confirm the Intercom record is created or updated as expected, and check that the referral link is available if you mapped it.
To import people who already exist in Intercom, use How Can I Give Existing Intercom Contacts Their Own Referral Links?.