LeadSquared + Refersion Integration

Integrate LeadSquared to Refersion in one click, or tell Integrately AI how you want each lead handled. Create affiliates, search existing records, update lead details, and track conversions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • LeadSquared
    Lead is submitted on landing page in LeadSquared Instant
  • LeadSquared
    New lead is created in LeadSquared Instant
  • LeadSquared
    Lead is updated in LeadSquared Instant
  • LeadSquared
    New activity is created for lead in LeadSquared Instant
  • 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
Arrow Right
2.
  • LeadSquared
    Create or Update Lead in LeadSquared
  • LeadSquared
    Search lead in LeadSquared
  • LeadSquared
    Add Lead to a Static List in LeadSquared
  • LeadSquared
    Search lead by email in LeadSquared
  • LeadSquared
    Search lead by phone number in LeadSquared
  • LeadSquared
    Search user by email in LeadSquared
  • LeadSquared
    Create task on lead in LeadSquared
  • LeadSquared
    Create activity for lead in LeadSquared
  • LeadSquared
    Post a sales activity to a lead in LeadSquared
  • 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 LeadSquared + Refersion Integration

Create affiliates from new leads, update lead statuses, log conversions, and sync payment details, all in just one click.

Most popular automationsmost-popular-automations
LeadSquared + Refersion Integration

Create Refersion affiliate for new LeadSquared lead

Automatically creating Refersion affiliate for new LeadSquared lead can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Refersion affiliate can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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LeadSquared + Refersion Integration

Create Refersion affiliate for new LeadSquared contact

If you're using LeadSquared to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in LeadSquared, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Refersion + LeadSquared Integration

Create LeadSquared task for new Refersion affiliate

LeadSquared and Refersion are two powerful cloud-based tools that can be used to improve business productivity. Using this LeadSquared - Refersion integration, you can automatically create task in LeadSquared 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!
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  • 1of1
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 LeadSquared + Refersion flow

Send lead data to your e-commerce store, notify your team in chat, and keep your financial records current. Pick a combination and activate it in one click.

LeadSquared
Refersion
+
ShopifyShopify (3)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
SlackSlack (2)
+
Google SheetsGoogle Sheets (2)
+
ZoomZoom (2)
L
S
R
Create a Shopify customer from every new LeadSquared lead, and track the affiliate in Refersion
New LeadSquared leads immediately create a customer profile in Shopify while registering the affiliate in Refersion, removing manual setup.
R
L
S
When a conversion is approved in Refersion, search lead by email in LeadSquared and create an order in Shopify
Approved Refersion conversions locate the matching LeadSquared lead and generate a corresponding Shopify order automatically.
S
L
R
When a Shopify order is created, create or update lead in LeadSquared and create affiliate in Refersion
Store purchases update your LeadSquared records and establish affiliate tracking in Refersion instantly.

Supported triggers and actions for LeadSquared and Refersion

Mix and match to build the exact automation you need

LeadSquared
LeadSquared Triggers & Actions
Instant
Lead is submitted on landing page in LeadSquared
Triggers the automation when a lead is submitted on a landing page
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Instant
New lead is created in LeadSquared
Triggers the automation when a new lead is added to the system
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Instant
Lead is updated in LeadSquared
Triggers the automation when the lead information is updated
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Instant
New activity is created for lead in LeadSquared
Triggers the automation when a new follow-up activity is created for a lead
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Create or Update Lead in LeadSquared
Creates or updates a lead
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Search lead in LeadSquared
Retrieves information for a particular lead
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Add Lead to a Static List in LeadSquared
Adds a lead to a static list for targeted marketing purposes
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Search lead by email in LeadSquared
Retrieves information for a particular lead using their email
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Search lead by phone number in LeadSquared
Searches for a lead using a phone number
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Search user by email in LeadSquared
Retrieves user information based on their email address
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Create task on lead in LeadSquared
Creates a task for a particular lead
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Create activity for lead in LeadSquared
Schedule a follow-up activity for the lead
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Post a sales activity to a lead in LeadSquared
Posts a sales activity to a lead
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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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What can you automate with LeadSquared + Refersion?

Streamline customer acquisition and affiliate management by connecting every event between LeadSquared and Refersion.

What you can automate?
🔄
Sync new leads to affiliate networks
Automatically generate a new Refersion affiliate whenever a prospect is created or submitted in LeadSquared, removing manual data entry entirely.
📋
Capture every submitted form field
Map detailed custom form questions and prospect answers from LeadSquared into corresponding Refersion affiliate profiles instead of just basic contact info.
🔔
Alert your team instantly on updates
Notify sales and affiliate managers the moment a conversion is approved or a new lead arrives, ensuring rapid team coordination.
🔀
Route records based on submitted data
Perform different actions depending on specific criteria submitted in your LeadSquared forms, directing high-value prospects to priority queues.
📝
Keep records updated across platforms
Automatically update lead details in LeadSquared whenever affiliate statuses or conversion details change in Refersion.
🔍
Search and upsert to prevent duplicates
Check existing database records before creating new entries, ensuring your LeadSquared and Refersion accounts remain clean and organised.
💳
Handle conversions and payments seamlessly
Trigger automated workflows when Refersion conversions are approved, denied, or when commission payments are successfully issued.
🔌
Extend flows to Slack and spreadsheets
Connect your core LeadSquared and Refersion automation to Slack or Google Sheets to notify teams and log every transaction securely.
And much more...

Who is LeadSquared + Refersion integration for?

Sales teams, marketing managers, and affiliate coordinators looking to streamline customer acquisition and partner tracking benefit from this automation by eliminating manual data entry.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Account executives
Account executives
Operations specialists
Operations specialists
Sales development reps
Sales development reps
Data analysts
Data analysts
📈
Performance marketers
You're running multi-channel acquisition campaigns but your tracking sheets only update when someone manually exports leads, so the conversion counts you're optimising against are always outdated — with this integration, every new lead lands in your system instantly and your metrics stay current.
Affiliate managers
You manage expanding partner networks but new signups take hours to sync into your CRM, leading to delayed onboarding — automating both apps means every affiliate registration triggers immediate lead creation and partner activation.
🤝
Account executives
You rely on timely handoffs between marketing forms and partner programs, but manual data transfers cause missed follow-ups — connecting these apps means every submission flows straight into your pipeline without administrative friction.
📊
Operations specialists
You oversee high volumes of customer acquisitions and affiliate conversions that overwhelm manual review processes — this integration means every record is processed instantly across platforms without human bottlenecks.
🎯
Sales development reps
You need immediate access to incoming prospect details to initiate outreach, but delayed logging leaves you working with stale information — automating both apps means new leads appear in your workspace the moment they convert.
🗂️
Data analysts
You audit marketing campaigns and affiliate performance, but fragmented records create gaps in your historical reports — connecting these apps means every interaction is logged reliably for accurate reporting.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate LeadSquared + Refersion

Build and manage your LeadSquared + 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 LeadSquared + 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.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect LeadSquared to Refersion?
Frequently Asked Questions
You can connect LeadSquared to Refersion instantly using 1-click workflows on Integrately. Choose from ready-made templates or ask Integrately AI to build your integration and connect additional apps like Shopify, Slack, or Google Sheets.
Can I automatically create Refersion affiliates from LeadSquared leads?
Frequently Asked Questions
Can I connect LeadSquared, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LeadSquared and Refersion?
Frequently Asked Questions
How does LeadSquared data sync with Refersion?
Frequently Asked Questions
Can I update LeadSquared records when Refersion conversions are approved?
Frequently Asked Questions
Do I need coding skills to automate LeadSquared and Refersion?
Frequently Asked Questions
Is the LeadSquared and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect LeadSquared or Refersion With 1500+ Other Apps

LeadSquared
Popular LeadSquared Integrations
Connect LeadSquared to CRMs, email marketing tools, and customer support platforms to manage and follow up on your prospect pipeline.
Refersion
Popular Refersion Integrations
Sync Refersion with e-commerce platforms, payment gateways, and reporting tools to keep affiliate network data working across your stack.
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Refersion Integrations arrow right
No popular apps found