create referral links in hubspot

Description

create referral links in hubspot,Sync your HubSpot contacts to generate their referral links. Send your new referred contacts (or deals) into the HubSpot workflows you already use. Qualify the referred contacts that convert simply by updating things like: Lead status, .

Referral marketing is one of the most effective ways to grow your business, leveraging the trust that existing customers and partners have in your brand to bring in new leads. When combined with tools like HubSpot, it becomes even easier to manage and track referrals efficiently. One powerful way to integrate referral programs into your business is by using the HubSpot Referral Program integration, which can automate and simplify your referral processes. In this article, we’ll walk you through how to create referral links in HubSpot, leveraging the features provided by Referral Rock, and explore the benefits and best practices for using HubSpot’s CRM and referral program integration.

What is HubSpot Referral Program Integration?

HubSpot, a leading inbound marketing and sales platform, is well known for its CRM (Customer Relationship Management) capabilities and powerful marketing automation tools. However, HubSpot's integration with third-party tools like Referral Rock can take your referral marketing efforts to the next level.

Referral Rock is a robust platform designed to help businesses run referral programs with ease. With the HubSpot Referral Program integration, businesses can sync contacts between the two platforms, send personalized referral links through HubSpot email campaigns, and automate the referral process in a seamless manner.

By using HubSpot’s CRM and Referral Rock’s integration, businesses can create a referral portal that tracks the effectiveness of their campaigns, manage referrals automatically, and even reward referrers for their efforts.

How HubSpot's CRM Can Benefit Your Referral Program

HubSpot’s CRM is a powerful tool that helps businesses track, organize, and manage customer relationships. When you integrate your HubSpot CRM with a referral program like Referral Rock, you can leverage the CRM to send personalized, targeted communications to your contacts. Whether it's reminding them to refer friends, sending out referral links, or rewarding them after they’ve made successful referrals, HubSpot CRM streamlines the process.

Here are a few ways HubSpot’s CRM can enhance your referral program:

1. Personalized Outreach: HubSpot's CRM allows you to segment your contact list based on various criteria like behavior, industry, or interests. With this segmentation, you can send personalized emails that encourage your contacts to refer others in a way that resonates with them.

2. Track Referral Progress: The HubSpot CRM enables you to track all referral activities and interactions, from the moment a customer shares a referral link to when a new lead converts into a customer. This gives you full visibility into your referral program’s performance.

3. Automation of Referral Process: With HubSpot workflows and automation, you can set up triggers that send referral links automatically when certain actions are taken. For example, once a customer completes a purchase or signs up for your service, HubSpot can trigger an automated email that includes a referral link to share with others.

Setting Up Your HubSpot Referral Link

Referral links are the cornerstone of any referral program. These links allow your customers, partners, or affiliates to refer new customers to your business easily. Here's a breakdown of how you can create referral links within HubSpot using the Referral Rock integration.

# Step 1: Connect HubSpot with Referral Rock

Before you can create and send referral links, you need to integrate HubSpot with Referral Rock. The integration allows for seamless syncing of your HubSpot contacts with the Referral Rock platform. Here’s how you can do it:

1. Log into HubSpot: Start by logging into your HubSpot account.

2. Navigate to the Integrations Page: In HubSpot, go to the settings menu, find "Integrations," and search for "Referral Rock."

3. Install the Integration: Follow the prompts to install the integration, which will allow HubSpot and Referral Rock to communicate with each other.

4. Map Your Fields: Ensure that the contact fields in HubSpot are mapped to the corresponding fields in Referral Rock so that customer information is synced correctly.

Once the integration is installed, your contact list from HubSpot will be synced with Referral Rock, allowing you to track and manage referrals directly from your HubSpot account.

# Step 2: Generate Referral Links

With the integration in place, you can now start generating referral links for your customers to share. Referral Rock allows you to create unique, trackable referral links that are connected to each individual contact. Here's how: