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Overview
Referral Factory can work with Monday.com across the main parts of a referral program. You can bring existing Monday.com contacts into a campaign as referrers, send new referrers or leads to a Monday destination, and use activity in Monday.com to qualify referrals in Referral Factory.
Can I run a referral program with Monday.com?
Yes. Referral Factory manages the referral program, while Monday.com can hold the people and lead information your team already works with.
What can Referral Factory and Monday.com do together?
Add existing Monday.com contacts as referrers and generate their campaign referral links.
Send new referrers and new leads to a Monday.com destination.
Use a Monday.com property, group or board change to qualify a referral in Referral Factory.
Can existing Monday.com contacts become referrers?
Yes. The Referrers area has Add Referrers and Sync. You choose a board and, if needed, a group, map the contact details into Referral Factory, and map the resulting referrer information back to Monday.com.
Can new referrers and leads be sent to Monday.com?
Yes. Referral Factory has separate settings for new Referrers and new Leads. Configure each path independently because they are triggered by different people joining or being created in the campaign.
Can Monday.com activity qualify referrals in Referral Factory?
Yes. The current rules can watch for a property change, a move to a group, a move to a board, or a property change together with a group move. When the selected condition is met on the lead’s Monday item, Referral Factory can mark the referral as qualified.
What information can move between Monday.com and Referral Factory?
The mapping screen can expose name, email, campaign details, referral links, submission-form links, promo codes and referral counts, depending on the flow and destination you choose.
What do I need before connecting Monday.com?
A Monday.com account with access to the board and group you want to use.
A Referral Factory campaign.
For the complete workflow, see How Can I Automate My Referral Program With Monday.com?. If the connection or sync does not work as expected, use the Monday.com troubleshooting guide.