Zapier integration guides

What Can I Automate Between Referral Factory and Zapier?

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

Setup and automation

Use Zapier with Referral Factory

How Can I Send New Leads Into My CRM Using Zapier?

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

How Can I Send New Referrers Into My CRM Using Zapier?

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

How Can I Automatically Mark Leads as Converted Using Zapier?

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