Make integration guides

You can use Make to connect Referral Factory with CRMs, marketing tools, spreadsheets, messaging apps, and other systems so referral activity can move automatically between them.

You can use Make to automatically mark a Referral Factory Lead as Qualified when a conversion event happens in another system.

Customers can show their personal referral QR code in person. The person they are speaking to scans it with a phone, opens the customer’s referral experience, and can submit their details without typing a referral link.

Use Make when an issued Referral Factory reward needs to move through a visual, multi-step scenario. For example, you could send a gift card, update a customer wallet, add account credit, notify a team or route different rewards to different apps.

You can customize your referral program so the experience feels consistent with your brand — from your referral pages and referrer portal to your website widget, emails, and referral links.

You can use Make to automatically send new Referral Factory Leads into a CRM or another app whenever someone is referred to your campaign.

You can use Make to automatically send new Referrers from Referral Factory into your CRM when they join your referral program.