Connect HubSpot and enable the referral trigger

In GrowSurf, connect HubSpot and turn on Referral Trigger. You can use the HubSpot sync, the referral trigger, or both together depending on the workflow you need.

Select the HubSpot pipeline and stage that should count

Pick the deal pipeline and stage that represent the real milestone for your referral program. In most teams, that is a stage closer to a qualified or closed outcome, not the first early-stage touchpoint.

Use a hold period if deals often fall through

If deals often move backward after entering the selected stage, turn on the advanced hold period settings. GrowSurf will only award the referral if the deal remains in the qualifying stage for the time you choose.

Make sure the associated contact already exists as a GrowSurf participant

HubSpot can only trigger a GrowSurf referral when the associated deal contact can be matched to a participant email GrowSurf already knows. If your campaign does not auto-add participants, make sure your signup flow, JavaScript install, or API integration creates the participant first.

Test the stage change and read the participant activity log

HubSpot sends deal-stage events asynchronously, so do not expect referral credit to appear instantly. Move a test deal into the qualifying stage, then inspect the GrowSurf participant activity log to confirm when the trigger was received and processed.