Zapier

Zapier is an amazing tool that allows you to integrate two third-parties so that you can send data from one to the other without writing any code.

Zapier integrates with 1,500+ apps so if you want to create an integration between ReferralHero and a third-party we currently don't integrate with, this is your best option.

You can use Zapier to send data from and to ReferralHero in a few clicks. In this guide we'll see how to do both using two separate 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.

Please notice these are just examples to illustrate how to send data from and to ReferralHero using Zapier.

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

Step 1: Login or sign-up on Zapier.

Step 2: Click on the Make a Zap! button in the top-right corner.

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

If you can't find the ReferralHero app in Zapier, go to this page and add the app to your account.

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

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

Step 6: Choose your ReferralHero campaign

Step 7: Click on Test & Review to import a test event (we'll need this later). Then click on Done Editing. It's now time to send this data to ConvertKit.

Step 8: Click on the Edit button

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

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

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.

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

Step 14: Click on Done Editing and turn the Zap on!

Example #2: Add Shopify customers to ReferralHero

Step 1: Login or sign-up on Zapier.

Step 2: Click on the Make a Zap! button in the top-right corner.

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.

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

Step 6: Click on Test & Review to import a test customer (we'll need this later). Then click on Done Editing. It's now time to send this data to ReferralHero.

Step 7: Click on the Edit button.

Step 8: In the search bar, type "ReferralHero" to find the ReferralHero app.

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

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

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.

Note: campaign, email address and referral URL are required fields but you can send additional data to ReferralHero such as the full name.

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

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