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- [Feature] 🌟 Major HubSpot Integration Update
[Feature] 🌟 Major HubSpot Integration Update
Enrich Contacts, Update Referrals, Trigger Rewards [+ more]
Mica 🔷 Referral Rock
October 17, 2024 • Estimated Reading Time: 4 minutes
This is a feature update, where we go deep on a feature and how it enhances the referral experience. Other semi-monthly editions include insights and monthly roundups. Manage your subscription preferences to opt-out of any edition.
Hey it’s Mica,
We love HubSpot - the tool itself and the customers who use it. We use it internally as our system of record (I’m talking 100s of workflows, reports, lists, sequences, etc.) so we know a thing or two about making it sing.
We’re heavily involved in the HubSpot ecosystem (Inbound conference, know many app partners, and work with several HubSpot agencies).
You opened this email, so I assume you use HubSpot or are familiar with the tool. I’ll skip the basics and jump into our HubSpot integration and the more advanced use cases we now support.
Got questions on how to integrate HubSpot (or any other system) with Referral Rock? Just reply to this email (I answer each one personally).
Now, let's sync up! 🎵
-Mica
Head of Operations
🛠️ HubSpot integration overview
In case you didn’t know, HubSpot is a robust platform (marketing, sales, and service) and is the system of record for many businesses. Their broad feature set enables seamless integration across the entire HubSpot stack.
Promote your referral program with HubSpot email campaigns
Track referral conversion on your HubSpot forms
Enrich HubSpot contacts with member data (+ run reports in HubSpot)
Update referrals from HubSpot activity
Learn more about our HubSpot integration (integration docs) and check out our HubSpot Integration Tutorial (video).
🤝 Enrich HubSpot contacts (updated)
Whether promoting your referral program with HubSpot email campaigns or running reports in HubSpot, you’ll want to sync your member data to HubSpot contacts.
We’ve always synced member data to HubSpot. Common examples include:
Contact Information (Name, Email, Phone Number)
Unique Share Link
Dashboard (Portal) Link
# of Rewards
# of Referrals
Now you can map custom properties collected in Referral Rock to HubSpot contacts.
🏷️ Update referrals from HubSpot activity (updated)
Want to offer rewards when a referral becomes a paying customer (or other future event) rather than new leads? We’ve always allowed you to update referrals when a Contact, Company, or Deal equals a certain value. Common examples include:
Deal stage = closed won
Contact/Company lifecycle = opportunity
Now you can update referrals (and associated rewards) when a HubSpot property meets additional conditions:
- Exists or Does Not Exist (example “Installation Date Exists”)
- Greater Than or Less Than (example “Amount is Greater Than $5,000)
🔍 Sync to HubSpot using External ID (new)
Previously, you could only sync members to HubSpot contacts based on email address.
Now you can use External ID to match members to HubSpot contacts. Common examples of External IDs include:
- Internal User IDs
- Phone Numbers
- Order IDs
