DepositFix Referral Program Integration
Track referred payment form submissions inside Salesforce and HubSpot via DepositFix — a native CRM payment collection tool powered by Stripe — and attribute each confirmed transaction to the referrer who drove it.
About Our DepositFix Referral Integration
DepositFix
Track referred payment form submissions inside Salesforce and HubSpot via DepositFix — a native CRM payment collection tool powered by Stripe — and attribute each confirmed transaction to the referrer who drove it.
- DepositFix account
What You Can Do with DepositFix
DepositFix is a native payment collection tool built for Salesforce and HubSpot, powered by Stripe under the hood. It lets revenue teams accept one-time payments, subscription billing, and custom payment forms directly within their CRM, without sending contacts to an external checkout page. Connect Referral Rock to DepositFix and every payment event your forms capture becomes a referral conversion: the moment a referred contact pays, Referral Rock attributes the transaction to the referrer who sent them. Setup requires minimal development resources, and your existing DepositFix Payment Forms, CRM records, and Stripe billing logic all continue to work exactly as before.
How the DepositFix Integration Works
Add the Referral Rock snippet to your DepositFix payment confirmation page
After a contact completes a DepositFix Payment Form, they land on a confirmation or thank-you destination. Place Referral Rock's JavaScript tracking snippet on that page so it fires the moment the Stripe payment event is recorded. The snippet reads the referral source from the URL and registers the payment as a referral conversion.
Pass the payer's email from the DepositFix submission to Referral Rock
Use DepositFix's webhook or your CRM's native automation (Salesforce Flow or HubSpot Workflow) to forward the payer's email address to Referral Rock at the moment a payment is confirmed. This ties the Stripe payment event to a real identity in your referral program so attribution is accurate and the correct referrer is credited.
Referral Rock attributes the payment event to the correct referrer
The moment a referred contact completes a DepositFix payment, Referral Rock matches the Stripe-confirmed transaction to the referral link the contact arrived through and credits the referrer. Whether the payer came from a shared referral link, a CRM-triggered invite, or a direct outreach, every payment conversion is logged accurately in your program dashboard.
Rewards trigger automatically when a referred payment is confirmed
Once Referral Rock confirms a referred payment event meets your program's conversion criteria, rewards issue automatically. Gift cards, cash, account credits, or any custom incentive you've configured. Your DepositFix Payment Forms and Salesforce/HubSpot records continue to update on their own schedule, and Referral Rock handles the reward side without any extra manual steps.
Turn every DepositFix payment event into a tracked referral conversion
DepositFix handles payment collection natively inside Salesforce and HubSpot, and with Referral Rock connected, every Stripe-confirmed payment becomes a referral touchpoint you can measure and reward.
- Each paying contact who arrived via a referral link is automatically attributed to the referrer who sent them, with no manual matching or spreadsheet reconciliation required.
- Payment events are logged in real time in your Referral Rock dashboard alongside share counts, referral link clicks, and conversion rates, giving you a complete picture of referral-driven revenue.
- Contacts who pay organically, without a referral link, can be automatically invited to join your referral program and start referring their own network.
Track referrals natively within Salesforce and HubSpot
Because DepositFix lives inside your CRM, referral tracking can hook directly into the same Salesforce records and HubSpot contacts your team already manages, no external checkout page required.
- Salesforce Flows and HubSpot Workflows can forward the payer's email to Referral Rock the moment a DepositFix payment record is created or updated, keeping CRM data and referral data in sync.
- Referral attribution sits alongside the existing deal, contact, or opportunity record in your CRM, giving sales and marketing teams full visibility into which referrers are driving revenue.
- Because DepositFix keeps payments inside the CRM, referral data doesn't need to be imported from an external e-commerce platform. It's already where your team works.
Leverage Stripe's payment infrastructure without losing referral attribution
DepositFix processes payments through Stripe, which means every transaction benefits from Stripe's reliability and fraud protection, and Referral Rock's tracking survives the full payment flow.
- Referral Rock captures the referral source when the referred contact first lands on your Payment Form page, before Stripe processes the transaction, so payment redirects and 3D Secure steps don't break attribution.
- Both one-time payments and subscription billing events from DepositFix can serve as referral conversion triggers, useful for SaaS businesses tracking first-payment or recurring-revenue referrals.
- Stripe webhook confirmations can be used alongside DepositFix to send verified payment events to Referral Rock, ensuring conversions are only logged for successfully processed transactions.
Close the referral loop from first click to confirmed payment
Referral Rock manages the entire referral lifecycle, from the moment someone clicks a referral link to the moment the referrer earns their reward, with a DepositFix payment event as the conversion trigger in the middle.
- Set your conversion event to a DepositFix payment confirmation, a downstream CRM record update, or a manual approval, whatever matches how your team qualifies new revenue.
- Rewards issue automatically when a referred payment is confirmed by Stripe, with no manual review required for straightforward transactions.
- Referrers see their progress in real time through the Referral Rock member portal, keeping them motivated to share, while your DepositFix Payment Forms and CRM automations continue to run exactly as designed.
DepositFix Referral Integration — FAQ
“Their integrations, their obsession to be on the leading edge of their niche, the overall customizability... All in all, I saved thousands by not needing to build an app or sign up for a long-term contract.”
Need help setting up?
Every Referral Rock plan includes dedicated onboarding support. Our team will help you configure the DepositFix integration and make sure everything is working perfectly. View the setup guide →
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