The Conversion Engine + Refersion Integration

Integrate Refersion to The Conversion Engine in one click, or tell Integrately AI how you want each affiliate handled. Sync affiliates and orders, update customer profiles, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • The Conversion Engine
    Order is created in The Conversion Engine Instant
  • The Conversion Engine
    Order is updated in The Conversion Engine Instant
  • The Conversion Engine
    Form response is created in The Conversion Engine Instant
  • The Conversion Engine
    Booking is created in The Conversion Engine Instant
  • The Conversion Engine
    Contact is created or updated in The Conversion Engine Instant
  • The Conversion Engine
    Product is created in The Conversion Engine Instant
  • The Conversion Engine
    Product is updated in The Conversion Engine 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.
  • The Conversion Engine
    Create contact in The Conversion Engine
  • The Conversion Engine
    Delete contact in The Conversion Engine
  • The Conversion Engine
    Search contact in The Conversion Engine
  • The Conversion Engine
    Update contact in The Conversion Engine
  • The Conversion Engine
    Create product in The Conversion Engine
  • The Conversion Engine
    Update product in The Conversion Engine
  • The Conversion Engine
    Search product in The Conversion Engine
  • The Conversion Engine
    Create member in The Conversion Engine
  • The Conversion Engine
    Delete member in The Conversion Engine
  • The Conversion Engine
    Update member in The Conversion Engine
  • The Conversion Engine
    Create member group in The Conversion Engine
  • The Conversion Engine
    Update member group in The Conversion Engine
  • The Conversion Engine
    Delete member group in The Conversion Engine
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Refersion + The Conversion Engine Integration

Sync affiliates, create contacts, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Refersion + The Conversion Engine Integration

Create The Conversion Engine 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 The Conversion Engine 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.
See more
  • 1of2
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 Refersion + The Conversion Engine flow

Connect the tools your team relies on for e-commerce, messaging, and reporting once your core automation runs. Pick a combination and activate it in one click.

The Conversion Engine
Refersion
+
ShopifyShopify (4)
+
StripeStripe (4)
+
KlaviyoKlaviyo (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
T
S
R
Create a Shopify product when a new Product is created in The Conversion Engine, and log the affiliate in Refersion.
New products from The Conversion Engine appear in Shopify instantly while creating a corresponding affiliate in Refersion, keeping your catalog and network aligned.
T
S
R
When an Order is created in The Conversion Engine, create a Shopify customer and search the affiliate in Refersion.
Every order in The Conversion Engine creates a Shopify customer record and searches the corresponding affiliate in Refersion, removing manual data entry.
R
S
T
When an Affiliate is created in Refersion, create a Shopify customer and update the contact in The Conversion Engine.
New Refersion affiliates immediately generate Shopify customer profiles and update contact records in The Conversion Engine, keeping your data unified.
R
S
T
When a Conversion is approved in Refersion, update the Shopify order and create a contact in The Conversion Engine.
Approved Refersion conversions update your Shopify orders and create contacts in The Conversion Engine, ensuring seamless order tracking.

Supported triggers and actions for The Conversion Engine and Refersion

Mix and match to build the exact automation you need

The Conversion Engine
The Conversion Engine Triggers & Actions
Instant
Order is created in The Conversion Engine
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in The Conversion Engine
Triggers the automation when any order is updated
Try it →
Instant
Form response is created in The Conversion Engine
Triggers the automation when a form is filled
Try it →
Instant
Booking is created in The Conversion Engine
Triggers the automation when a new booking is created
Try it →
Instant
Contact is created or updated in The Conversion Engine
Triggers the automation when a contact is created or updated
Try it →
Instant
Product is created in The Conversion Engine
Triggers the automation when a new product is created
Try it →
Instant
Product is updated in The Conversion Engine
Triggers the automation when a product is updated
Try it →
Create contact in The Conversion Engine
Adds a new contact to the database
Try it →
Delete contact in The Conversion Engine
Removes a contact from the address book
Try it →
Search contact in The Conversion Engine
Finds and retrieves contact information
Try it →
Update contact in The Conversion Engine
Updates contact information with new details
Try it →
Create product in The Conversion Engine
Generates and launch new products
Try it →
Update product in The Conversion Engine
Updates product information
Try it →
Search product in The Conversion Engine
Searches for a product
Try it →
Create member in The Conversion Engine
Adds a new member to the system
Try it →
Delete member in The Conversion Engine
Removes a member from the system
Try it →
Update member in The Conversion Engine
Updates a member's information
Try it →
Create member group in The Conversion Engine
Creates a new group of members
Try it →
Update member group in The Conversion Engine
Updates the particular member group
Try it →
Delete member group in The Conversion Engine
Deletes a member group
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
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it →
Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it →
Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
Try it →
Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it →
Create affiliate in Refersion
Generates unique referral links for affiliate partners
Try it →
Search affiliate in Refersion
Searches for a particular affiliate partner
Try it →
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 Refersion + The Conversion Engine?

Streamline your affiliate marketing and e-commerce operations with instant automated workflows.

What you can automate?
Sync store orders with affiliate networks
Automatically create Refersion affiliates or record conversions the moment a new order is placed in The Conversion Engine, keeping your sales and marketing data perfectly aligned.
📝
Capture every submitted form response
Map all submitted answers from The Conversion Engine forms directly into your Refersion records instead of only capturing basic contact info.
🔔
Alert your team on important updates
Send instant notifications to your sales or finance channels whenever a new affiliate registers or a conversion is approved in Refersion.
🔀
Route records based on submitted data
Trigger different actions in The Conversion Engine or Refersion depending on specific tags, order values, or custom fields submitted by your buyers.
🔄
Keep customer profiles up to date
Automatically update contact records in The Conversion Engine whenever affiliate details change or orders are modified in Refersion.
🔍
Search and update instead of creating duplicates
Look up existing affiliates in Refersion before creating new records, ensuring your database stays clean and free of duplicate entries.
💳
Manage payments and approved conversions
Handle commission approvals, payment creation, and order status updates seamlessly across both platforms as transactions progress.
🔌
Extend your workflow to external apps
Connect your core Refersion and The Conversion Engine flow with tools like Slack, Google Sheets, or Shopify for multi-step automation.
And much more...

Who is Refersion + The Conversion Engine integration for?

Marketing teams, affiliate managers, and e-commerce operators eliminate manual data entry between Refersion and The Conversion Engine.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Sales operations leads
Sales operations leads
E-commerce founders
E-commerce founders
Customer success heads
Customer success heads
Finance controllers
Finance controllers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking reports only update when someone manually exports orders, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new order lands in your reports instantly and your data stays current.
🤝
Affiliate managers
You're onboarding partners in Refersion but manually creating customer profiles in The Conversion Engine for every sign-up, so new affiliates wait hours before their accounts are fully provisioned — automating both apps means every new partner is registered across platforms instantly.
📊
Sales operations leads
You manage customer pipelines in The Conversion Engine while tracking commission payouts in Refersion, but mismatched records cause ongoing reconciliation errors — this integration means every approved conversion updates your core records without manual cross-referencing.
💳
E-commerce founders
You sell products through The Conversion Engine and reward partners via Refersion, but manual record-keeping slows down your payout cycles — connecting these apps means order data and affiliate credits flow together without administrative bottlenecks.
🎧
Customer success heads
You depend on accurate buyer data from The Conversion Engine to support store customers, but delayed syncing leaves your team working with incomplete details — automating both apps means customer records and order statuses update the moment transactions happen.
📋
Finance controllers
You review affiliate commission payouts and store revenue side by side, but manual data exports always leave frustrating gaps in your audit history — with this integration, every payment and order record logs automatically for reliable financial tracking.
Our team

Ready Workflows Did you know?

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 The Conversion Engine + Refersion

Build and manage your The Conversion Engine + 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 The Conversion Engine + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Refersion to The Conversion Engine?
Frequently Asked Questions
You can connect Refersion to The Conversion Engine in one click using pre-built templates on Integrately. Choose a ready workflow or ask Integrately AI to set up your custom automation alongside apps like Shopify, Slack, and Google Sheets.
Can I automatically create The Conversion Engine contacts when a new Refersion affiliate is created?
Frequently Asked Questions
Can I connect Refersion, The Conversion Engine, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and The Conversion Engine?
Frequently Asked Questions
How does Refersion handle affiliate creation triggers in automations?
Frequently Asked Questions
How do order updates work in The Conversion Engine during an automation?
Frequently Asked Questions
Can I build custom multi-step workflows without writing any code?
Frequently Asked Questions
Is the Refersion and The Conversion Engine integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Refersion or The Conversion Engine With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion with CRMs, email marketing tools, and payment gateways to manage partner payouts and track affiliate networks.
See All
Refersion Integrations arrow right
No popular apps found
The Conversion Engine
Popular The Conversion Engine Integrations
Sync The Conversion Engine with project management, invoicing, and support platforms to manage customer operations and sales pipelines.