Monday.com integration guides

How Does the Referral Factory + Monday Integration Work?

Connect Referral Factory and Monday.com to sync existing contacts, send new leads and referrers, and qualify referrals from Monday.com activity.

Setup and automation

Use Monday.com with Referral Factory

How Can I Automate My Referral Program With Monday.com?

Use Monday.com for contact and lead management while Referral Factory manages referral links, attribution, qualification and campaign rewards.

How Can I Give Existing Monday Contacts Their Own Referral Links?

Sync people from a Monday.com board and group into Referral Factory as referrers, then send their referral details back to Monday.com.

How Can I Send New Leads to Monday Automatically?

Choose a Monday.com destination, map the required lead fields, set duplicate handling and test the new-lead workflow.

How Can I Send New Referrers to Monday Automatically?

Create a Monday.com item when someone becomes a new referrer, map the required information and test the saved workflow.

How Can Monday Automatically Mark Leads as Converted?

Use a Monday.com property, group or board change to mark the matching campaign referral as qualified in Referral Factory.

Troubleshooting

Fix Monday.com integration problems

Why Isn’t My Referral Factory + Monday Integration Working?

Check the Monday.com connection, board or group access, mappings, duplicate handling and qualification rule before contacting support.