Industry · B2B SaaS
Referrals that count when the deal closes.
Start with Refer a Friend or the Universal Referral, and every customer gets a referral link inside your product. A referral counts when the account pays or the deal closes in your billing tool or CRM, such as Stripe, HubSpot or Salesforce, and both sides get their reward.
Used by B2B SaaS companies
How do B2B SaaS companies run referrals?
A customer referral program, a launch waitlist, podcast milestones and a giveaway, each from a real B2B SaaS company.
- Customer referralChargeflowAI chargeback automation for online stores
Its customer referral program runs through the Viral Loops HubSpot app, and it was set up in under a week.
TemplateThe Universal Referral - Launch waitlist
Platform for winning UK public-sector contractsA waitlist for its AI bid tool. People invite their team to move up the queue and earn rewards.
TemplateThe Startup Prelaunch - Podcast milestones
Digital-trust platform for Latin AmericaPodcast listeners refer listeners up a ladder: unreleased content at 3 referrals, early access to season 2 at 5, a T-shirt at 15, an invite to the company all-hands at 25 and a jacket at 50.
TemplateThe Newsletter Referral - Giveaway
Tool for collecting customer testimonialsA giveaway for creators: a $5,000 kit of gear, tools and advice, with 20 runners-up.
TemplateThe Tempting Giveaway
“We spent 1-2 days setting up the referral campaign and now can reuse the same setup/stack to create referral loops/campaigns for other campaigns.”
Case studyWhat counts as a referral for B2B SaaS companies?
You decide where a referral counts. This is the usual route, with the tools that report each step.
All integrationsA customer shares their link
From a widget inside your app, an email or a hosted page.
A new team signs up
For a trial or a demo, on your site or in your app.
It counts when they pay
The first payment in Stripe, a deal won in HubSpot or Salesforce, or any event you send through Zapier or the API.
Salesforce
Both get their reward
Credit on the referrer's Stripe balance, a coupon for the new customer, or a gift card or cash through Tremendous.
Tremendous
Works with
- StripePayments
- HubSpotCRM
SalesforceCRM
Zoho CRMCRM
Customer.ioEmail
SegmentData
MixpanelAnalytics
SlackTeam
TremendousRewards
SendosoGifts
Zapier500+ more apps- Webhooks & APIDevelopers
Which template should B2B SaaS companies start with?
All templates
Refer a Friend
The Universal Referral
The Startup PrelaunchFAQ
B2B SaaS FAQ
Can a referral count only when the account pays?
Yes. Connect Stripe and a referral counts on the first payment or a new subscription. Stripe can also send the reward as credit on the referrer's balance. Stripe is on the Growing plan and up.
Can a won deal in our CRM count as the referral?
Yes. In Salesforce, a won opportunity is recorded as the conversion, with the deal value. In HubSpot, a workflow reports the conversion when the contact becomes a customer. HubSpot is on the Growing plan and up.
Can the referral program live inside our app?
Yes. The in-app widget shows each signed-in user their link and their referrals. Developers can build their own screen with the JavaScript SDK, on every plan, or with the REST API, from Plus.
How do we stop people from referring themselves?
Viral Loops runs more than a dozen checks on every referral, such as the same IP address, the same browser fingerprint or a similar email, and flags suspicious ones for review before anyone is rewarded.
Which plan do we need?
A customer referral program starts on Plus. Counting payments in Stripe or deals in HubSpot, and sending rewards automatically, need the Growing plan or above.
Other industries
All industries
Start your B2B SaaS referral program this week.
Plans start at $35 a month, billed annually. Try it free for 14 days, or talk to our team.