Track Your Referrals Automatically [5 Ways]

Want a referral program but don’t want to play detective when it comes to referral tracking? Fear not! With Referral Factory, you don’t need to scroll endless spreadsheets to find out who referred who.

We’re here to sprinkle a little magic (and a lot of automation) into your referral tracking game. Simply pick any one of these foolproof methods to track your referrals with ease 👇

1. Plug In Your CRM If you’re already tracking sales in your CRM, it’s a real no-brainer. Simply piggy-back on those existing pipelines and workflows to know when a referral has converted.

2. Connect Your Payment Processor (Stripe) Money talks, and so do your payment transactions. Hooking your referral program up to Stripe means that no referral rewards get paid until you hear ka-ching.

3. Build A Zap With Zapier Zapier is the fairy godmother of automation. It’s easy to create custom workflows that automatically track referrals across your favorite apps and platforms.

4. Upload A List Got a list of loyal customers? Upload it into our system, and let us do the rest. We’ll sniff out any potential referrals and ensure their friends get the recognition they deserve.

5. Fire A Webhook Feeling a bit more tech-savvy? Build a webhook to receive real-time updates on conversion activities, keeping you in the loop without lifting a finger.

Ready to wave goodbye to referral tracking headaches?

Each one of these options comes straight out of the box with Referral Factory. And the best news is that you don’t need a developer to get set up!