Send Referrals to Contacts
When referrals are added, send their attribution data to HubSpot for lead nurturing, segmentation, and reporting.
Overview
The referrals to contacts integration helps you run your referral program inside of HubSpot. Its main business use cases are:
- Trigger HubSpot workflows to nurture referred leads
- Identify which contacts are referrals with filters
- Create HubSpot reports using lead source statistics
➔ Access your HubSpot integration
Prerequisites
- Available for Professional plans
- Requires HubSpot role permission for "App Marketplace access"
Setup & Testing
This feature is setup on a program-by-program basis. Watch the video below for instructions on setting it up and testing updates in HubSpot.
How it Works
Adding referral data to your HubSpot contacts will add the below properties to your contacts under a contact property group to help keep them organized. The contact property group will be named "Referral Rock - Referral Info - Your Program Name".
HubSpot Contact Properties
The below properties are only added when a new contact is created because the referral does not exist in HubSpot. If an update is for an existing contact, Referral Rock will never modify its existing contact properties.
| HubSpot Property |
|---|
| First Name |
| Last Name |
| Email (Used to match Referral to a Contact) |
| Phone |
| Company |
Referral Specific Properties
If a referral is in multiple programs, then they'll have a contact property group for each program. This way it's easy to tell which properties are for which program.
Also, each property name will have the program name appended to it (e.g. Referral - ID - Superstar Program).
| HubSpot Property | Description |
|---|---|
| Referral - Referral ID | Unique ID of referral (6ede550a-02f1-4af8-b523-1fcbae5e9fdc) |
| Referral - External ID | A unique ID to identify a referral |
| Referral - Member Details URL | Link to Member details page in Referral Rock application (https://app.referralrock.com/clientadmin/memberview.aspx?MemberID=8f23eef1-1b38-47c5-8845-be5cfdffe9b4) |
| Referral - Referral Details URL | Link to Referral details page in Referral Rock application (https://app.referralrock.com/clientadmin/referralview.aspx?ReferralID=9cf81e0d-67d1-4909-acf6-fc6163acfa9b ) |
| Referral - Source | Where the Referral originated from (ReferralPageForm) |
| Referral - Source Notes | Description of how the referral was created ("Contact created for program 'Program #1' on '3/28/2022 3:17 PM' by referring member 'bob bannister - [email protected]' (1BOBBANNIST42)") |
| Referral - Member Name | Full name of the referring member (Josh Ho) |
| Referral - Member Email | Email address of the referring member ([email protected]) |
| Referral - Member Phone | Phone number of the referring member (123-123-1234) |
| Referral - Member External ID | External ID of the referring member (12e7361xz34) |
| Referral - Member Referral Code | Referral code of the referring member (1BOBBANNIST42) |
Business Use Cases
Follow-up with new referrals using HubSpot workflows and tasks
Referrals are high potential sales leads and warrant a special touch. By using workflows in HubSpot you can create sales automations to create referral specific sales motions.
Segmenting contacts by referral properties
With referral properties in HubSpot, you can quickly filter contacts to see which ones are referrals.
Updated about 2 months ago