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ActiveCampaign + Referral Factory

Qualify users with emails in Referral Factory with new deal notes in ActiveCampaign

Set up this integration to automatically send Referral Factory the email address of each new referred user that receives a deal note in ActiveCampaign. Effortlessly mark your referrals as qualified so you can stay responsive to new prospects with no added clicks or keystrokes.

Set up this integration to automatically send Referral Factory the email address of each new referred user that receives a deal note in ActiveCampaign. Effortlessly mark your referrals as qualified so you can stay responsive to new prospects with no added clicks or keystrokes.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Deal Note

    Triggers when a new deal note is created.

    TriggerInstant
  2. automatically do this!
    Referral FactoryReferral Factory
    Qualify User With Email

    Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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