HubSpot Referral Program Integration

Run your referral program alongside HubSpot

Unlike other referral software with a one-way HubSpot sync, our two-way sync lets you pass information from HubSpot back to Referral Rock, and vice versa.

Give your customers a way to share directly from HubSpot email campaigns

HubSpot is already where your email campaigns live. Connecting Referral Rock lets you promote your referral program from those same workflows.

• Launch your referral program from an email campaign that has personalized access links. Anyone who gets the email can start sharing quickly, no passwords or signups needed.
• Add access links directly to the footer of your other marketing emails to build program awareness.
• Send additional email campaigns to your top-referring customers to update them on the status of their referrals and encourage them to keep sharing.

A member portal your HubSpot contacts will actually use

When a Contact is enrolled via a HubSpot campaign, they get access to their own personal referral dashboard, no account creation, no password required.

• One-click access via a personalized link in any HubSpot email. Contacts land directly in their portal and can start sharing immediately.
• Participants see their unique referral link, who they've referred, and the status of every reward, all in real time.
• Activity notifications and reward updates keep your best referrers engaged long after the initial invite, without any manual follow-up from your team.

Give your sales and service reps recruiter tools, right alongside HubSpot

Your sales reps close deals in HubSpot. Your service team handles customer interactions there too. Give them a way to invite those customers into your referral program without switching tools.

• Sales reps can invite a contact into your referral program at the close of a deal, handing them a personalized sharing link in seconds.
• Service and success teams can do the same after onboarding or a strong support interaction, when the customer's enthusiasm is highest.
• Every referred customer is tracked back to the team member who made it happen, so your best recruiters get the credit they deserve.
• Recruiter activity syncs with HubSpot Contacts, so managers can see which salespeople and service reps are driving the most referral pipeline.

Member Sync: push program participant and referral data to Contacts

Member Sync pushes referral program data back to your HubSpot Contacts, so you can build workflows and segments based on real program activity.

• Segment Contacts by program membership or activity, and target your top referrers with further incentives and reminders.
• Trigger emails based on activity like earning a reward or reaching a certain milestone.
• Automatically send monthly emails with referral activity and reward updates.

Trigger rewards based on referral activity in HubSpot

Our two-way sync lets you pass information from HubSpot back to Referral Rock to automate your reward process.

• Run your referral program alongside your existing processes in HubSpot. Your sales team stays in HubSpot; Referral Rock runs in the background.
• Trigger rewards based on any Contact, Company, or Deal Property in HubSpot (e.g., when a deal stage changes to "Opportunity" or "Closed Won").
• Track reward obligations tied to deal closure. Every payout is attributed to the right referrer and deal automatically.
• Keep referral properties in sync with HubSpot data changes.

Expert setup support for your HubSpot connection

Configuring a two-way sync, mapping custom properties, setting deal stage triggers, and wiring up HubSpot workflows takes nuance. We've done this with hundreds of customers and we can do it with you.

• Every Referral Rock plan includes a dedicated program advisor who will walk you through the HubSpot connection end to end, not just point you to docs.
• We help you figure out which deal stages should trigger rewards, which Contacts to enroll first, and how to structure your launch campaign.
• Technical integration assistance is included. If something doesn't connect the way you expect, we dig in with you until it does.