{"id":1683,"date":"2022-09-15T12:46:23","date_gmt":"2022-09-15T12:46:23","guid":{"rendered":"https:\/\/referral-factory.com\/learn\/?p=1683"},"modified":"2025-04-21T15:22:21","modified_gmt":"2025-04-21T15:22:21","slug":"fully-automate-your-referral-programs-using-zapier-referral-factory","status":"publish","type":"post","link":"https:\/\/referral-factory.com\/learn\/fully-automate-your-referral-programs-using-zapier-referral-factory","title":{"rendered":"Zapier + Referral Factory : Fully Automate Your Referral Program"},"content":{"rendered":"\n<p>When we built Referral Factory our mission was clear &#8211; we wanted to give marketers all the tools they needed to build, launch and run their very own referral programs. No developers needed. No experience with referral marketing required.<\/p>\n\n\n\n<embed src=\"https:\/\/referral-factory.com\/embed-generate-campaign\" width=\"100%\" height=\"400px\"\/>\n\n\n\n<p>Using Zapier and Referral Factory together is one of the ways we\u2019re working towards achieving that goal. By using these tools together, you can automate everything from asking your customers to refer their friends, marking which referrals convert, to issuing rewards for successful referrals. All without having to write a line of code!<\/p>\n\n\n\n<p>If you are looking for the most flexible and reliable<a href=\"https:\/\/referral-factory.com\/learn\/fully-automate-your-referral-programs-using-zapier-referral-factory\" target=\"_blank\" rel=\"noreferrer noopener\"> Zapier referral<\/a> integration, then you&#8217;ll be glad to know you can do all of these things using Zapier Referral Factory connectors. <\/p>\n\n\n\n<p>1. Generate referral links for users by adding them to your referral campaign &#8211; using our&nbsp;<a href=\"https:\/\/help.referral-factory.com\/hc\/en-us\/articles\/5089055805329-zapier-and-referral-factory#Generate2_Referral_links\" target=\"_blank\" rel=\"noreferrer noopener\">Add User Zap.<\/a><\/p>\n\n\n\n<p>2. When a new referral is generated, send that user&#8217;s data to your CRM, marketing tools, or anywhere else &#8211; using our&nbsp;<a href=\"https:\/\/help.referral-factory.com\/hc\/en-us\/articles\/5089055805329-zapier-and-referral-factory#When_New_Referral_Generate\" target=\"_blank\" rel=\"noreferrer noopener\">New User Zap.<\/a><\/p>\n\n\n\n<p>3. Qualify a referred user when they successfully convert by sending Referral Factory their code &#8211; using our&nbsp;<a href=\"https:\/\/help.referral-factory.com\/hc\/en-us\/articles\/5089055805329-zapier-and-referral-factory#Qualify_With_Code\" target=\"_blank\" rel=\"noreferrer noopener\">Qualify With Code Zap.<\/a><\/p>\n\n\n\n<p>4. Qualify a referred user when they successfully convert by sending Referral Factory their email &#8211; using our&nbsp;<a href=\"https:\/\/help.referral-factory.com\/hc\/en-us\/articles\/5089055805329-zapier-and-referral-factory#Qualify_With_Email\" target=\"_blank\" rel=\"noreferrer noopener\">Qualify With Email Zap.<\/a><\/p>\n\n\n\n<p>5. Qualify a referred user when they successfully convert by sending Referral Factory their redeemed coupon &#8211; using our&nbsp;<a href=\"https:\/\/help.referral-factory.com\/hc\/en-us\/articles\/5089055805329-zapier-and-referral-factory#Qualify_with_coupon2\" target=\"_blank\" rel=\"noreferrer noopener\">Qualify With Coupon Zap.<\/a><\/p>\n\n\n\n<p>6. Issue rewards automatically using our rewards zap, that means you can use Zapier to issue a reward to the person referring or the person invited &#8211; using our&nbsp;<a href=\"https:\/\/help.referral-factory.com\/rewarding-with-referral-factory-and-zapier\" target=\"_blank\" rel=\"noreferrer noopener\">Rewards Issued Zap.<\/a><\/p>\n\n\n\n<p>Read our full help guide on Zapier  + Referral Factory here \ud83d\udc49 <a href=\"https:\/\/help.referral-factory.com\/hc\/en-us\/articles\/5089055805329-Zapier-and-Referral-Factory\" target=\"_blank\" rel=\"noreferrer noopener\">Zapier And Referral Factory: A Full Guide<\/a><\/p>\n\n\n\n<p>Keep reading to learn how you can do more, with less, using Zapier and Referral Factory together\ud83d\udc47<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"generate-referral-links-for-users-by-adding-them-to-your-campaign-add-user-zap\"><strong>Generate referral links for users by adding them to your campaign<\/strong> [Add User Zap] <\/h3>\n\n\n\n<p>Firstly, build your referral program in seconds:<\/p>\n\n\n\n<embed src=\"https:\/\/referral-factory.com\/embed-generate-campaign\" width=\"100%\" height=\"400px\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p>You can automate adding users to a referral campaign, and calling their referral links back, using this ZAP \ud83d\udd17<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-1024x575.png\" alt=\"add users to your referral campaign via zapier\" class=\"wp-image-6899\" srcset=\"https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-1024x575.png 1024w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-300x169.png 300w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-767x431.png 767w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-1536x863.png 1536w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-2048x1151.png 2048w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-267x150.png 267w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-100x56.png 100w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-623x350.png 623w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2-788x442.png 788w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/zapier-referrals-add-users-2.png 1376w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"when-a-new-referral-is-generated-send-the-referred-users-data-to-your-crm-or-anywhere-else-add-user-zap\"><strong>When a new referral is generated, send the referred users data to your CRM or anywhere else<\/strong> [Add User Zap] <\/h3>\n\n\n\n<p>You got a new referral. Woohoo! Now you can send all the data of that new referred lead out to anywhere you want \ud83d\udc4f<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-1024x575.jpeg\" alt=\"send referred users to your crm\" class=\"wp-image-6898\" srcset=\"https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-1024x575.jpeg 1024w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-300x169.jpeg 300w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-767x431.jpeg 767w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-1536x863.jpeg 1536w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-2048x1151.jpeg 2048w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-267x150.jpeg 267w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-100x56.jpeg 100w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-623x350.jpeg 623w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1-788x442.jpeg 788w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/activecampaign-1.jpeg 1376w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"qualify-a-referred-user-when-they-successfully-convert-by-sending-us-their-unique-code-qualify-user-with-code-zap\"><strong>Qualify a referred user when they successfully convert, by sending us their unique code<\/strong> [Qualify User With Code Zap]<\/h3>\n\n\n\n<p>Send Referral Factory the <strong>unique code<\/strong> of the referred user that converted, using this ZAP. This will mark the referral as qualified #\ufe0f\u20e3<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--1024x575.png\" alt=\"\" class=\"wp-image-6901\" srcset=\"https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--1024x575.png 1024w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--300x169.png 300w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--767x431.png 767w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--1536x863.png 1536w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--2048x1151.png 2048w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--267x150.png 267w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--100x56.png 100w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--623x350.png 623w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier--788x442.png 788w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-code-zapier-.png 1376w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"qualify-a-referred-user-when-they-successfully-convert-by-sending-us-their-email-address-qualify-user-with-email-zap\"><strong>Qualify a referred user when they successfully convert, by sending us their email address<\/strong> [Qualify User With Email Zap]<\/h3>\n\n\n\n<p>Send Referral Factory the <strong>unique code<\/strong> of the referred user that converted, using this ZAP. This will mark the referral as qualified #\ufe0f\u20e3<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--1024x575.png\" alt=\"\" class=\"wp-image-6903\" srcset=\"https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--1024x575.png 1024w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--300x169.png 300w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--767x431.png 767w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--1536x863.png 1536w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--2048x1151.png 2048w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--267x150.png 267w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--100x56.png 100w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--623x350.png 623w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier--788x442.png 788w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-email-zapier-.png 1376w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"qualify-a-referred-user-when-they-successfully-convert-by-sending-us-their-unique-coupon-code-qualify-user-withcoupon-zap\"><strong>Qualify a referred user when they successfully convert, by sending us their unique coupon code<\/strong> [Qualify User WithCoupon Zap]<\/h3>\n\n\n\n<p>Send Referral Factory the <strong>coupon code<\/strong> used by the referred user when they converted, using this ZAP. This will mark the referral as qualified #\ufe0f\u20e3<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--1024x576.png\" alt=\"\" class=\"wp-image-6902\" srcset=\"https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--1024x576.png 1024w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--300x169.png 300w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--767x431.png 767w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--1536x863.png 1536w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--2048x1151.png 2048w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--267x150.png 267w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--100x56.png 100w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--623x350.png 623w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier--788x442.png 788w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/qualify-with-coupon-zapier-.png 1281w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"issue-rewards-automatically-using-our-rewards-zap-that-means-you-can-use-zapier-to-issue-a-reward-to-the-person-referring-or-the-person-invited-rewards-issued-zap\">Issue rewards automatically using our rewards zap, that means you can use Zapier to issue a reward to the person referring or the person invited<a href=\"https:\/\/help.referral-factory.com\/rewarding-with-referral-factory-and-zapier\" target=\"_blank\" rel=\"noreferrer noopener\"> [Rewards Issued Zap<\/a>] <\/h3>\n\n\n\n<p>We don&#8217;t have a diagram that represents this Zap, but it essentially you can fire a dap for every time a user needs to be rewarded (this could be a person referring getting a reward, or a person invited getting an inventive] <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-1024x576.png\" alt=\"referral reward zapier\" class=\"wp-image-6904\" srcset=\"https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-1024x576.png 1024w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-300x169.png 300w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-768x432.png 768w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-1536x864.png 1536w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-2048x1152.png 2048w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-267x150.png 267w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-100x56.png 100w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-622x350.png 622w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards-788x443.png 788w, https:\/\/learn.referral-factory.com\/learn\/wp-content\/uploads\/2022\/09\/Issuing-rewards-via-Zapier-referral-rewards.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<embed src=\"https:\/\/referral-factory.com\/embed-generate-campaign\" width=\"100%\" height=\"400px\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p>If you would like to better understand how to fully automate your referral program using Zapier + Referral Factory, and how it can help you grow your business, then schedule a demo using the button below.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-white-color has-text-color has-background has-text-align-center wp-element-button\" href=\"https:\/\/referral-factory.com\/demo\" style=\"border-radius:24px;background-color:#f9ad13\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule A Demo<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"When we built Referral Factory our mission was clear &#8211; we wanted to give marketers...","protected":false},"author":1,"featured_media":5538,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34,33,28],"tags":[],"class_list":["post-1683","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-update","category-referral-marketing","category-referral-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.1 (Yoast SEO v25.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Zapier + Referral Factory : Fully Automate Your Referral Program<\/title>\n<meta name=\"description\" content=\"Using Zapier and Referral Factory you can generate referral links for users automatically, and track their referrals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/referral-factory.com\/learn\/fully-automate-your-referral-programs-using-zapier-referral-factory\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Zapier + Referral Factory : Fully Automate Your Referral Program\" \/>\n<meta property=\"og:description\" content=\"Using Zapier and Referral Factory you can generate referral links for users automatically, and track their referrals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/learn.referral-factory.com\/learn\/fully-automate-your-referral-programs-using-zapier-referral-factory\" \/>\n<meta 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name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kirsty Sharman\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/learn.referral-factory.com\/learn\/fully-automate-your-referral-programs-using-zapier-referral-factory#article\",\"isPartOf\":{\"@id\":\"https:\/\/learn.referral-factory.com\/learn\/fully-automate-your-referral-programs-using-zapier-referral-factory\"},\"author\":{\"name\":\"Kirsty Sharman\",\"@id\":\"https:\/\/learn.referral-factory.com\/learn\/#\/schema\/person\/41c1a707a1859239db8b32e974055b0b\"},\"headline\":\"Zapier + Referral Factory : Fully Automate Your Referral 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