# Zapier

The ReferralHero native [Zapier](https://zapier.com/apps/referralhero/integrations) app is a very powerful integration that allows you to connect with 1,500+ third-party apps so that you can send data from one to the other without writing any code. Here is what you can do with a Zap (let us know if you want us to add something else):

**ReferralHero Triggers And Actions**

ReferralHero allows you to send data to a third-party app when the following events occur,&#x20;

* **New Subscriber**: when a new subscriber is added to your campaign&#x20;
* **New Referral**: when a new referral is added to your campaign&#x20;
* **Referral Status Change**: when the referral status is changed from Pending to Unconfirmed/Confirmed&#x20;
* **Reward Unlocked**: when a specific reward is unlocked by a subscriber&#x20;
* **Subscriber Deleted**: when a subscriber is deleted

ReferralHero allows you to receive data from a third-party app when the following events occur,

* **Add Points**: add a specified number of points to a subscriber&#x20;
* **Add Subscriber**: add a new subscriber to your campaign&#x20;
* **Confirm Referral**: change the referral status from Unconfirmed to Confirmed&#x20;
* **Track Referral Conversion Event**: change the referral status from Pending to Unconfirmed/Confirmed
* **Track Transaction**: allows you to pass transaction data
* **Update Subscriber**: allows you to update a subscriber

Examples:

In example #1 we'll create a Zapier integration so that every time somebody unlocks a reward in our referral program they are tagged in our ConvertKit account.\
In example #2 we'll create a Zapier integration so that every time a new customer is added to our Stripe account, they are added to ReferralHero.

{% hint style="info" %}
Please notice these are just examples to illustrate how to send data from and to ReferralHero using Zapier.
{% endhint %}

### Example #1: Tag people who win a reward in ConvertKit

&#x20;**Step 1**: Login or sign-up on [Zapier](https://zapier.com).

**Step 2**: Click on the **Make a Zap!** button in the top-right corner.&#x20;

**Step 3**: You will now be redirected to the Zapier editor. In the search bar, type "ReferralHero" to find the latest ReferralHero app "ReferralHero (1.2.5)"

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGbaLIVtabk9ABBQgI%2Fimage.png?alt=media\&token=041b65b0-785a-4893-8a24-512687eaa23b)

{% hint style="info" %}
If you can't find the ReferralHero app in Zapier, [go to this page](https://zapier.com/developer/public-invite/16418/latest/) and add the app to your account.
{% endhint %}

**Step 4**: Choose **Reward Unlocked** as Trigger event from the drop-down menu and click the **Continue** button.

<figure><img src="https://363135598-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsuqexOLPOWiUrWg_Ko%2Fuploads%2FLZEhRKT7yUkGSvD4MwyS%2Fimage4.png?alt=media&#x26;token=f7113b5c-838f-470b-8f90-6c8d16c67659" alt=""><figcaption></figcaption></figure>

**Step 5**: Connect your ReferralHero account by clicking on the **Sign-in to ReferralHero** button and entering the ReferralHero Zapier API key which you can find in your account *Edit Campaign> Integrations > Zapier.*

<figure><img src="https://363135598-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsuqexOLPOWiUrWg_Ko%2Fuploads%2F5wUtsni2bJXGkQvMJldy%2Fimage.png?alt=media&#x26;token=d3d35382-8cd4-4b7d-8736-f8645d809824" alt=""><figcaption></figcaption></figure>

**Step 6**: Choose your ReferralHero Campaign and Reward

<figure><img src="https://363135598-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsuqexOLPOWiUrWg_Ko%2Fuploads%2FLQoulY679MagVVh1zesx%2Fimage3.png?alt=media&#x26;token=ee06fe8c-7abb-42de-9f8a-ba9cf9b8571f" alt=""><figcaption></figcaption></figure>

**Step 7**: Click the **Continue** button. Then click on **Test Trigger** to import a test event (we'll need this later).

**Step 8**: Click the **Continue** button to finish editing. It's now time to send this data to ConvertKit.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGecjZ8KNe-I1lbFRk%2FScreen%20Shot%202019-12-04%20at%2016.06.53.png?alt=media\&token=a1a9a8db-d056-40fc-bb80-5fed3dbd0360)

**Step 9**: In the search bar type "convertkit" to find the ConvertKit app.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGeo91xNGamybPZfFk%2Fimage.png?alt=media\&token=ca5644a3-4314-4187-a02a-8dbbba000f67)

**Step 10**: Choose **Add Tag to Subscriber** as Action event from the drop-down menu and click the **Continue** button.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGfH6GEKUR2ygvGOQp%2FScreen%20Shot%202019-12-04%20at%2016.09.32.png?alt=media\&token=8933eb2b-5b73-4d76-b029-09011f9dd171)

**Step 11**: Connect your ConvertKit account by entering the ConvertKit API private and secret key. Click on the **Continue** button.

**Step 12**: In the **Tag** field choose a tag from your ConvertKit account (note: the tag must already exist in your account). In the **Email** field we want to use the email address that we got from ReferralHero. To do so, click the icon to the right of the field. A drop-down will open with the data retrieved with our previous test. Select the **Email** option and click on **Continue** to finish this step.

<figure><img src="https://363135598-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsuqexOLPOWiUrWg_Ko%2Fuploads%2FuqzxErYd8p33zqvNE1Jm%2Fimage8.png?alt=media&#x26;token=0ee968a7-169e-4749-b912-35fa9e978554" alt=""><figcaption></figcaption></figure>

**Step 13**: If you want to test your integration, click on the **Test Action** button. If the test is successful, you should see a green message.

**Step 14**: Click on **Publish Zap** and turn the Zap on!

### Example #2: Add Stripe customers to ReferralHero

**Step 1**: Login or sign-up on [Zapier](https://zapier.com).

**Step 2**: Click on the **Make a Zap!** button in the top-right corner.&#x20;

**Step 3**: You will now be redirected to the Zapier editor. In the search bar, type "Stripe" to find the Stripe app.

**Step 4**: Choose **New Customer** as Trigger event from the drop-down menu and click the **Continue** button.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGpXSm2xg-wzyAXR4s%2FScreen%20Shot%202019-12-04%20at%2016.54.19.png?alt=media\&token=067ce244-0c57-4edd-a93c-398c8374cc6e)

**Step 5**: Connect your Stripe account by clicking on the **Sign-in to Stripe** button.

**Step 6**: Click the **Continue** button. Then click on **Test Trigger** to import a test event (we'll need this later).

**Step 7**: Click the **Continue** button to finish editing. It's now time to send this data to ReferralHero.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGq6RclCo_72bRJday%2FScreen%20Shot%202019-12-04%20at%2016.57.12.png?alt=media\&token=1a75f2da-4ef4-4c04-8e7b-893444899326)

**Step 8**: In the search bar, type "ReferralHero" to find the latest ReferralHero app "ReferralHero (1.2.5)".

**Step 9**: Choose **Add Subscriber** as Action event from the drop-down menu and click the **Continue** button.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGqOgtNzC9rYSgVhu6%2Fimage.png?alt=media\&token=42bd28b8-30f4-4af8-9767-0e65d066a647)

**Step 10**: Connect your ReferralHero account by clicking on the **Sign-in to ReferralHero** button and entering the ReferralHero Zapier API key which you can find in your account *Edit Campaign> Integrations > Zapier.*

**Step 11**: In the **Campaign** field pick your ReferralHero campaign. In the **Email** field we want to use the email address that we got from Stripe. To do so, click the icon to the right of the field. A drop-down will open with the data retrieved with our previous test. Select the **Email** option. Finally in the **Referral URL** enter the URL that will be used to generate the referral link and click on **Continue** to finish this step.

![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LsuqexOLPOWiUrWg_Ko%2F-LvGWoLL-6qmTyvJpWCm%2F-LvGrcitKz4GWOvC4n8g%2Fimage.png?alt=media\&token=5bcd721c-7566-4b16-b500-8e14df00fa96)

{% hint style="info" %}
**Note**: campaign, email address and referral URL are required fields but you can send additional data to ReferralHero such as the full name.
{% endhint %}

**Step 12**: If you want to test your integration, click on the **Test Action** button. If the test is successful, you should see a green message.

**Step 13**: Click on **Done Editing** and turn the Zap on!
