HubSpot + Refersion Integration

Integrate HubSpot to Refersion in one click, or tell Integrately AI how you want each contact handled. Track new partners, update your affiliate records, create accounts, and manage your network automatically.

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1.
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.
  • HubSpot
    Associate contact with company in HubSpot
  • HubSpot
    Uninstall App in HubSpot
  • HubSpot
    Associate Deal with Contact in HubSpot
  • HubSpot
    Associate Deal with Company in HubSpot
  • HubSpot
    Associate engagement with related object in HubSpot
  • HubSpot
    Remove email subscription in HubSpot
  • HubSpot
    Create contact in HubSpot
  • HubSpot
    Update contact in HubSpot
  • HubSpot
    Add contact to a list in HubSpot
  • HubSpot
    Remove contact from list in HubSpot
  • HubSpot
    Create or Update contact in HubSpot
  • HubSpot
    Get contact by id in HubSpot
  • HubSpot
    Archive contact in HubSpot
  • HubSpot
    Create company in HubSpot
  • HubSpot
    Update company in HubSpot
  • HubSpot
    Get company by id in HubSpot
  • HubSpot
    Archive company in HubSpot
  • HubSpot
    Create deal in HubSpot
  • HubSpot
    Update deal in HubSpot
  • HubSpot
    Get deal by id in HubSpot
  • HubSpot
    Archive deal in HubSpot
  • HubSpot
    Create task in HubSpot
  • HubSpot
    Update task in HubSpot
  • HubSpot
    Mark task as completed in HubSpot
  • HubSpot
    Archive task in HubSpot
  • HubSpot
    Create note in HubSpot
  • HubSpot
    Add note to contact in HubSpot
  • HubSpot
    Add note to deal in HubSpot
  • HubSpot
    Upload file in HubSpot
  • HubSpot
    Create engagement in HubSpot
  • HubSpot
    Create blog post in HubSpot
  • HubSpot
    Create blog tag in HubSpot
  • HubSpot
    Get quote by id in HubSpot
  • HubSpot
    Create line-item in HubSpot
  • HubSpot
    Update line-item in HubSpot
  • HubSpot
    Get line-item by id in HubSpot
  • HubSpot
    Archive line-item in HubSpot
  • HubSpot
    Create ticket in HubSpot
  • HubSpot
    Update ticket in HubSpot
  • HubSpot
    Get ticket by id in HubSpot
  • HubSpot
    Archive ticket in HubSpot
  • HubSpot
    Get associated records in HubSpot
  • HubSpot
    Get deal associated records in HubSpot
  • HubSpot
    Associate task with contact in HubSpot
  • HubSpot
    Associate ticket to related object in HubSpot
  • HubSpot
    Associate deal with line item in HubSpot
  • HubSpot
    Remove Association in HubSpot
  • HubSpot
    Create form submission in HubSpot
  • HubSpot
    Create social media message in HubSpot
  • HubSpot
    Add contact to workflow in HubSpot
  • HubSpot
    Retrieve signed URL for file in HubSpot
  • HubSpot
    Create product in HubSpot
  • HubSpot
    Update product in HubSpot
  • HubSpot
    Get product by id in HubSpot
  • HubSpot
    Archive product in HubSpot
  • HubSpot
    Get owner by Id in HubSpot
  • HubSpot
    Get form by id in HubSpot
  • HubSpot
    Get owner by Email in HubSpot
  • HubSpot
    Get pipeline stage details in HubSpot
  • HubSpot
    Search contact in HubSpot
  • HubSpot
    Search contact by email in HubSpot
  • HubSpot
    Search company in HubSpot
  • HubSpot
    Search company by name in HubSpot
  • HubSpot
    Search company by domain in HubSpot
  • HubSpot
    Search company by website in HubSpot
  • HubSpot
    Search deal in HubSpot
  • HubSpot
    Search deal by name in HubSpot
  • HubSpot
    Search task by title in HubSpot
  • HubSpot
    Search blog by name in HubSpot
  • HubSpot
    Search tickets in HubSpot
  • HubSpot
    Search products in HubSpot
  • HubSpot
    Search line items in HubSpot
  • HubSpot
    Search blog tag in HubSpot
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for HubSpot + Refersion Integration

Track new affiliates, update contact records, sync commission details, and manage affiliate networks, all in just one click.

Most popular automationsmost-popular-automations
Refersion + HubSpot Integration

Create HubSpot contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new HubSpot contact and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Refersion + HubSpot Integration

Create HubSpot deal for new Refersion affiliate

This automation makes it easy to create new deals in HubSpot when a new affiliate is created in Refersion. Just connect your accounts, and every time a new affiliate is created in Refersion, a new deal will automatically be created in HubSpot.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Refersion + HubSpot Integration

Create HubSpot task for new Refersion affiliate

HubSpot and Refersion are two powerful cloud-based tools that can be used to improve business productivity. Using this HubSpot - Refersion integration, you can automatically create task in HubSpot whenever a new affiliate is created in Refersion.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
See more
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your HubSpot + Refersion flow

Users often connect their HubSpot and Refersion setup with communication and e-commerce tools to streamline tracking and team alerts. Pick a combination and activate it in one click.

HubSpot
Refersion
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ShopifyShopify (5)
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MailchimpMailchimp (4)
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StripeStripe (4)
+
Google Analytics 4Google Analytics 4 (4)
+
SlackSlack (4)
+
TypeformTypeform (4)
S
R
H
Create a Refersion affiliate for every new Shopify customer, and create the contact in HubSpot
New Shopify customers become Refersion affiliates and HubSpot contacts instantly, eliminating manual data entry across your store and CRM.
S
R
H
When a Shopify order is paid, record the conversion in Refersion and update the deal in HubSpot
Paid Shopify orders trigger Refersion conversions and update HubSpot deals immediately, keeping revenue tracking accurate.
S
R
H
When a Shopify refund is issued, add a conversion cancellation in Refersion and update the HubSpot ticket
Refunded Shopify orders automatically cancel Refersion conversions and update HubSpot support tickets.
S
R
H
Use Claude to analyse Shopify order details, create a Refersion affiliate if approved, and update HubSpot
Claude evaluates Shopify orders for affiliate eligibility, creating Refersion affiliates and updating HubSpot records automatically.
S
R
H
S
When a Shopify customer is created, create a Refersion affiliate, update HubSpot, and log the event in Slack
New Shopify customers generate Refersion affiliates and HubSpot contacts while notifying your team in Slack.

Supported triggers and actions for HubSpot and Refersion

Mix and match to build the exact automation you need

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
Try it →
Contact is created in HubSpot
Triggers the automation when a new contact is created
Try it →
Contact is updated in HubSpot
Triggers the automation when a contact is updated
Try it →
Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
Try it →
Associate contact with company in HubSpot
Associates a contact with a company
Try it →
Uninstall App in HubSpot
Removes the application from the system.
Try it →
Associate Deal with Contact in HubSpot
Link a support Dealto a contact
Try it →
Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
Try it →
Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
Try it →
Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
Try it →
Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
Try it →
Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
Try it →
Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
Try it →
Create line-item in HubSpot
Creates a new line item
Try it →
Update line-item in HubSpot
Updates the details of a line-item
Try it →
Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
Try it →
Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
Try it →
Associate deal with line item in HubSpot
Associates a deal with a line item
Try it →
Remove Association in HubSpot
Removes an association
Try it →
Create form submission in HubSpot
Generates a form submission from input data
Try it →
Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
Try it →
Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
Try it →
Search blog by name in HubSpot
Searches for a blog by name
Try it →
Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
Try it →
Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it →
Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it →
Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
Try it →
Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it →
Create affiliate in Refersion
Generates unique referral links for affiliate partners
Try it →
Search affiliate in Refersion
Searches for a particular affiliate partner
Try it →
Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with HubSpot + Refersion?

Streamline your affiliate marketing and CRM operations with powerful, automated workflows.

What you can automate?
🔄
Sync HubSpot contacts to Refersion affiliates automatically
Create a Refersion affiliate profile instantly whenever a new contact or lead is created in HubSpot. Eliminate double-entry between your CRM and affiliate network.
📋
Capture every submitted field and partner detail
Map all custom properties and submitted form data from HubSpot straight into Refersion without losing metadata. Your affiliate records remain comprehensive and ready for review.
🔔
Notify your team the moment a partner registers
Alert your sales or partnership channel immediately when a new affiliate is created in Refersion or a contact is updated in HubSpot. Keep stakeholders informed without checking dashboards manually.
🔀
Route partners based on submitted tier or criteria
Perform different actions depending on specific fields submitted in HubSpot or Refersion. Send VIP affiliates to dedicated onboarding flows and standard partners to automated sequences.
🔄
Keep destination records updated as statuses change
Automatically update HubSpot deals or contact records whenever an affiliate status changes or a conversion is approved in Refersion. Ensure your entire team views up-to-date information.
🔍
Search and update instead of creating duplicates
Check whether a contact or affiliate already exists before creating a new record. Update existing profiles seamlessly to keep your database clean and organized.
💳
Handle later conversion and payment updates
Automatically process conversion cancellations, refund events, or status changes between Refersion and HubSpot. Keep your financial records and pipeline stages aligned.
🔌
Extend your workflow with powerful third-party apps
Connect your HubSpot and Refersion flow with Slack, Shopify, or Stripe to trigger invoices, notify team channels, and manage store data in a single multi-step pipeline.
And much more...

Who is HubSpot + Refersion integration for?

Connecting HubSpot and Refersion helps merchants, marketers, and affiliate managers streamline partner tracking, eliminate manual data entry, and keep customer records updated across systems.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Agency account managers
Agency account managers
Operations teams
Operations teams
Sales reps
Sales reps
Customer success leads
Customer success leads
📈
Performance marketers
You're running affiliate campaigns and tracking conversions in HubSpot, but your partner reports only update when someone manually exports data, so your commission numbers are always a few hours behind — with this integration, every conversion lands in your CRM instantly and your data stays current.
Affiliate managers
You need to approve new partners and onboard them quickly, but manual account creation between Refersion and HubSpot delays your outreach — automating both apps means new affiliates are registered in your CRM the moment they apply so your team can engage immediately.
📊
Agency account managers
You answer to clients who want real-time visibility into their referral revenue and pipeline growth, but siloed tools leave gaps in your reporting — connecting these apps means client dashboards update automatically with every conversion and closed deal.
⚙️
Operations teams
The volume of new partner signups and customer transactions is too high for anyone to keep up by hand, leading to missing contact records and delayed payouts — with this integration, every workflow runs in the background without manual data copying.
🤝
Sales reps
You own the outreach step and depend on marketing or affiliate leads to be handed over cleanly, but manual entry errors cause missed opportunities — automating both apps means every lead lands in HubSpot with complete partner history attached.
🔍
Customer success leads
You need a reliable history of customer interactions and affiliate touchpoints, but find gaps between your billing and CRM platforms — this integration means every status change and conversion event syncs perfectly without missing details.
Our team

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Why choose Integrately to automate HubSpot + Refersion

Build and manage your HubSpot + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect HubSpot + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect HubSpot to Refersion?
Frequently Asked Questions
You can connect HubSpot to Refersion in 1-click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations with tools like Slack, Shopify, and Stripe.
Can I automatically create a Refersion affiliate when a new HubSpot contact is added?
Frequently Asked Questions
Can I connect HubSpot, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HubSpot and Refersion?
Frequently Asked Questions
How are HubSpot contact fields handled in the integration?
Frequently Asked Questions
Can Refersion affiliate status changes update HubSpot records?
Frequently Asked Questions
Do I need coding skills to automate HubSpot and Refersion?
Frequently Asked Questions
Is the HubSpot and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect HubSpot or Refersion With 1500+ Other Apps

HubSpot
Popular HubSpot Integrations
Connect HubSpot to CRMs, email marketing tools, and customer support platforms to streamline lead management and customer communication.
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HubSpot Integrations arrow right
No popular apps found
Refersion
Popular Refersion Integrations
Sync Refersion with billing platforms, analytics tools, and project management software to enhance affiliate tracking and financial reporting.
See All
Refersion Integrations arrow right
No popular apps found