Zapier integration guides

Use Zapier to connect Referral Factory with other apps, create or update records, qualify leads and continue reward or notification workflows.

Use the Referral Factory New User trigger in Zapier to create or update a CRM record whenever a new lead joins your campaign.

Use the Referral Factory New User trigger in Zapier to create or update a CRM record whenever a new referrer joins your campaign.

Use a successful event in another app to run a Referral Factory qualification action and mark the matching lead as Qualified.

Use Zapier when an issued Referral Factory reward should start an action in another app. You could send a gift card, send swag, add loyalty points, update a CRM or internal system, or start another payout process.