Refersion + UpViral Integration

Integrate Refersion to UpViral in one click, or tell Integrately AI how you want each lead handled. Track conversions, create affiliates, add points, search contacts, and sync your viral marketing campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • UpViral
    Lead is created in UpViral
  • UpViral
    Reward is unlocked in UpViral Instant
Arrow Right
2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
  • UpViral
    Create Lead in UpViral
  • UpViral
    Add points in UpViral
  • UpViral
    Search contact in campaign by email in UpViral

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Ready Workflows Ready Workflows for Refersion + UpViral Integration

Create leads, track conversions, add points, manage affiliates, and sync your marketing campaigns, all in just one click.

Most popular automationmost-popular-automations
UpViral + Refersion Integration

Create Refersion affiliate for new UpViral contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Refersion affiliate and UpViral contact 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 + UpViral Integration

Create UpViral contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new UpViral 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Refersion + UpViral flow

Connect your affiliate network and viral campaigns to customer data, team alerts, and reporting tools. Pick a combination and activate it in one click.

Refersion
UpViral
+
ShopifyShopify (4)
+
KlaviyoKlaviyo (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
S
R
U
Create an affiliate in Refersion and a lead in UpViral whenever a new customer is created in Shopify
New Shopify customers instantly become affiliates in Refersion and leads in UpViral without manual data entry.
R
U
S
When a conversion is created in Refersion, create a lead in UpViral and create an order in Shopify
Refersion conversions automatically trigger new UpViral leads and update your Shopify store records.
U
R
S
When a reward is unlocked in UpViral, create an affiliate in Refersion and create a customer in Shopify
Reward milestones in UpViral automatically set up new Refersion affiliates and Shopify customer profiles.
S
R
U
When a Shopify order is created, search for the affiliate in Refersion and create a lead in UpViral
New Shopify orders check Refersion affiliate records and register new leads in UpViral automatically.

Supported triggers and actions for Refersion and UpViral

Mix and match to build the exact automation you need

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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UpViral
UpViral Triggers & Actions
Lead is created in UpViral
Triggers the automation when a new lead is created
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Instant
Reward is unlocked in UpViral
Triggers the automation when a reward is unlocked
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Create Lead in UpViral
Generates new leads for potential customers
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Add points in UpViral
Allocate points to a user's account
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Search contact in campaign by email in UpViral
Searches for a contact in a campaign by email
Try it →

What can you automate with Refersion + UpViral?

Connect your affiliate network management and viral contests to streamline lead generation, reward tracking, and data synchronization.

What you can automate?
🔄
Sync Refersion conversions to UpViral leads
Automatically create a new lead in UpViral whenever a conversion is created in Refersion, keeping your referral funnels aligned.
📋
Capture every submitted field and detail
Map available affiliate and lead data across both platforms so your records contain complete contact and campaign details.
🔔
Alert your team on new affiliate sign-ups
Send instant channel notifications whenever an affiliate is created in Refersion or a reward is unlocked in UpViral.
🔀
Route actions based on submitted campaign data
Trigger different workflows depending on specific lead fields or contest participation tiers submitted during signup.
🔄
Keep participant records updated automatically
Ensure affiliate details and contest points remain synchronized as status changes occur across both tools.
🔍
Search contacts instead of creating duplicates
Look up existing records by email address before creating new leads or affiliates to maintain a clean database.
⚠️
Manage conversion cancellations and adjustments
Automatically handle refunded orders or cancelled conversions by updating records and adjusting participant points.
🔌
Extend your workflow to team messaging tools
Connect your core Refersion and UpViral flow with Slack to ensure your entire team stays informed of milestones.
And much more...

Who is Refersion + UpViral integration for?

Affiliate managers, marketing directors, and growth teams running referral programs need seamless alignment between customer sign-ups, reward tracking, and network performance.

Affiliate managers
Affiliate managers
Growth marketers
Growth marketers
Agency directors
Agency directors
Marketing operations leads
Marketing operations leads
Partnership coordinators
Partnership coordinators
Campaign analysts
Campaign analysts
📈
Affiliate managers
You're reviewing conversion reports in Refersion but your contest leads in UpViral live in a separate silo, so your performance metrics are always a few hours behind — this integration means every new conversion triggers instant lead creation and your data stays current.
Growth marketers
You need to act fast when participants unlock contest rewards, but manual record checks slow down your promotional outreach — automating both apps means reward milestones instantly create affiliate accounts and your team moves immediately.
📊
Agency directors
You answer to clients who want immediate proof of referral program growth, but manual exports leave frustrating gaps in your progress updates — connecting these apps means every affiliate sign-up updates your tracking sheets right away.
🔄
Marketing operations leads
The volume of contest participants and affiliate conversions is too high for anyone to keep up with by hand, leading to missed follow-ups — this integration means every lead and conversion syncs instantly without manual copying.
🤝
Partnership coordinators
You own the partner onboarding step and depend on upstream notifications to welcome new affiliates, but delays leave partners waiting — automating both apps means every new affiliate receives immediate attention.
🗂️
Campaign analysts
You need a reliable history of campaign performance and keep finding missing conversion records between your platforms — with this integration, every payment and lead matches up cleanly across your stack.
Our team

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

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Why choose Integrately to automate Refersion + UpViral

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

1,500+ apps connected
1,500+ apps connected
Connect Refersion + UpViral 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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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Refersion to UpViral?
Frequently Asked Questions
You can connect Refersion to UpViral instantly using 1-click automations on Integrately or ask Integrately AI to build the automation and map the fields.
Can I automatically create a lead in UpViral when a conversion happens in Refersion?
Frequently Asked Questions
Can I connect Refersion, UpViral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and UpViral?
Frequently Asked Questions
How does Refersion handle affiliate creation during automation?
Frequently Asked Questions
How does UpViral handle leads and rewards in workflows?
Frequently Asked Questions
Do I need coding skills to automate Refersion and UpViral?
Frequently Asked Questions
Is the Refersion and UpViral integration free?
Frequently Asked Questions
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You Can Also Connect Refersion or UpViral With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion to CRM, payment, and analytics platforms to track affiliate revenue and partner performance.
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UpViral
Popular UpViral Integrations
Sync UpViral with email marketing, lead capture, and messaging tools to grow your viral contest subscriber lists.
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UpViral Integrations arrow right
No popular apps found