Zapier
The ReferralHero native Zapier 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,
New Subscriber: when a new subscriber is added to your campaign
New Referral: when a new referral is added to your campaign
Referral Status Change: when the referral status is changed from Pending to Unconfirmed/Confirmed
Reward Unlocked: when a specific reward is unlocked by a subscriber
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
Add Subscriber: add a new subscriber to your campaign
Confirm Referral: change the referral status from Unconfirmed to Confirmed
Track Referral Conversion Event: change the referral status from Pending to Unconfirmed/Confirmed
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 latest ReferralHero app "ReferralHero (1.2.5)"
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 Zapier API key which you can find in your account Edit Campaign> Integrations > Zapier.
Step 6: Choose your ReferralHero Campaign and Reward
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.
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 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.
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 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.
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.
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.
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 Action button. If the test is successful, you should see a green message.
Step 13: Click on Done Editing and turn the Zap on!
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