Myphoner + Refersion Integration

Integrate Myphoner to Refersion in one click, or tell Integrately AI how you want each lead handled. Track affiliate conversions, create leads instantly, assign follow-ups, and keep your sales pipeline updated automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Myphoner
    Lead is archived in Myphoner Instant
  • Myphoner
    Lead is marked for call back in Myphoner Instant
  • Myphoner
    Lead is lost in Myphoner Instant
  • Myphoner
    Lead is won in Myphoner 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.
  • Myphoner
    Create lead in Myphoner
  • Myphoner
    Mark lead as won in Myphoner
  • Myphoner
    Mark lead as lost in Myphoner
  • Myphoner
    Search lead by email in Myphoner
  • Myphoner
    Mark lead for call back in Myphoner
  • Myphoner
    Search for lead in Myphoner
  • 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 Myphoner + Refersion Integration

Capture affiliate conversions as leads, assign follow-ups, update pipelines, and keep sales teams aligned, all in just one click.

Most popular automationmost-popular-automations
Refersion + Myphoner Integration

Create Myphoner lead 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 Myphoner lead 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 Myphoner + Refersion flow

Streamline your affiliate sales pipeline by syncing your leads and conversions with CRM, messaging, and finance tools. Pick a combination and activate it in one click.

Myphoner
Refersion
+
ShopifyShopify (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
R
M
S
Create a Myphoner lead when a Refersion conversion is created, and add the customer in Shopify
Refersion conversions automatically generate new Myphoner leads and Shopify customers without manual entry.
R
M
S
Mark a Myphoner lead as won when a Refersion conversion is approved, and create a Shopify order
Approved Refersion conversions update Myphoner lead statuses and generate matching Shopify orders instantly.
R
M
S
Mark a Myphoner lead as lost when a Refersion conversion is denied, and update the Shopify customer record
Denied Refersion conversions automatically update Myphoner lead statuses and Shopify customer notes.
R
M
S
Create a Myphoner lead when an affiliate is created in Refersion, and create a draft order in Shopify
New Refersion affiliates generate Myphoner leads and draft Shopify orders for seamless onboarding.

Supported triggers and actions for Myphoner and Refersion

Mix and match to build the exact automation you need

Myphoner
Myphoner Triggers & Actions
Instant
Lead is archived in Myphoner
Triggers the automation when a lead is archived for future references
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Instant
Lead is marked for call back in Myphoner
Triggers the automation when a lead is marked for call back
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Instant
Lead is lost in Myphoner
Triggers the automation when lead is marked as lost
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Instant
Lead is won in Myphoner
Triggers the automation when a lead is marked as won
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Create lead in Myphoner
Generates new leads for potential customers
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Mark lead as won in Myphoner
Marks a lead as won
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Mark lead as lost in Myphoner
Marks a lead as lost
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Search lead by email in Myphoner
Retrieves information for a particular lead using their email
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Mark lead for call back in Myphoner
Set a reminder to call back a lead at a later time
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Search for lead in Myphoner
Searches for a lead
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
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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
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Myphoner + Refersion?

Turn manual affiliate tracking and lead management into an automated workflow that runs 24/7.

What you can automate?
Sync Refersion conversions to Myphoner leads
Automatically generate a new Myphoner lead the moment a conversion is created in Refersion. Eliminate manual copying and ensure sales reps receive leads instantly.
📋
Capture every submitted affiliate and conversion field
Map all available Refersion attributes directly into Myphoner lead records. Maintain comprehensive customer profiles for your sales calls.
🔔
Notify your sales team in real time
Trigger instant Slack alerts and task creation whenever new conversions occur or affiliate statuses change in Refersion.
🔀
Route leads based on affiliate program data
Direct high-value conversions to senior sales reps in Myphoner while routing standard partner registrations to onboarding queues.
🔄
Keep lead statuses synchronized across platforms
Automatically update Myphoner lead stages when conversions are approved or denied in Refersion, keeping your pipeline accurate.
🔍
Search and update existing records cleanly
Look up existing leads by email in Myphoner before creating new entries, preventing duplicate records in your database.
💳
Handle payment and conversion status changes
Manage denied conversions, payment failures, and approvals by automatically updating lead statuses and generating follow-up actions.
📊
Extend your workflow to Google Sheets and CRMs
Connect your Myphoner and Refersion data to Google Sheets, HubSpot, or Shopify for robust reporting and customer management.
And much more...

Who is Myphoner + Refersion integration for?

Connecting Myphoner and Refersion helps sales teams and affiliate managers track leads, synchronise affiliate conversions, and streamline follow-up workflows without manual data entry.

Performance marketers
Performance marketers
Sales managers
Sales managers
Affiliate coordinators
Affiliate coordinators
Business development reps
Business development reps
Operations specialists
Operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're managing outbound campaigns in Myphoner but affiliate conversions in Refersion update too slowly to coordinate your outreach, — with this integration, every new conversion instantly updates your lead pipeline so reps follow up immediately.
📊
Sales managers
You're assigning leads manually in Myphoner while monitoring partner revenue in Refersion, but mismatched records leave reps waiting on conversion confirmations, — with this integration, approved partner conversions automatically progress your sales pipeline.
🤝
Affiliate coordinators
You're onboarding new partners in Refersion and creating manual follow-up tasks in Myphoner, but high volume causes missed partner communications, — with this integration, every affiliate registration instantly generates a qualified sales lead.
💼
Business development reps
You're calling leads in Myphoner based on affiliate sales data, but delayed updates mean you often pitch outdated conversion statuses, — with this integration, your calling lists stay perfectly synchronized with your affiliate network.
⚙️
Operations specialists
You're reconciling Refersion payouts with Myphoner activity logs by hand, but manual data entry introduces recurring errors, — with this integration, your entire lead and conversion lifecycle automates without manual friction.
🎯
Customer success leads
You're reviewing customer histories across Myphoner and Refersion separately, but disconnected records obscure partner performance trends, — with this integration, complete lifecycle data flows seamlessly between both platforms.
Our team

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Why choose Integrately to automate Myphoner + Refersion

Build and manage your Myphoner + 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 Myphoner + 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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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Myphoner to Refersion?
Frequently Asked Questions
You can connect Myphoner to Refersion in 1 click using ready workflows on Integrately. Select a pre-built template, link your accounts, and use Integrately AI to customise your lead and conversion tracking.
Can I automatically create Myphoner leads from Refersion conversions?
Frequently Asked Questions
Can I connect Myphoner, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Myphoner and Refersion?
Frequently Asked Questions
How does Myphoner handle lead status updates from Refersion?
Frequently Asked Questions
Can I track affiliate registrations as Myphoner leads?
Frequently Asked Questions
Do I need coding skills to automate Myphoner and Refersion?
Frequently Asked Questions
Is the Myphoner and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Myphoner or Refersion With 1500+ Other Apps

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Refersion
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Connect Refersion with billing, analytics, and email marketing platforms to manage your affiliate network effectively.
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