---
title: How I Created My Referral and Reward Program with HubSpot, Basecamp, Tremendous, and Zapier
description: Learn how to set up a fully automated referral and reward program using HubSpot, Zapier, Basecamp, and Tremendous. Follow this step-by-step guide for seamless integration.
image: https://www.whimpact.co/hubfs/2025.08.07_whinsight.png
---

[Skip to content](https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier#main-content)

[![whimpact logo](https://www.whimpact.co/hs-fs/hubfs/whimpact%20logo.png?width=333&height=250&name=whimpact%20logo.png)](https://www.whimpact.co)

- [About WHI](https://www.whimpact.co/about)
- [Learn - WHInsights](https://www.whimpact.co/wh1nsights)

Open main navigation

Close main navigation

- [About WHI](https://www.whimpact.co/about)
- [Learn - WHInsights](https://www.whimpact.co/wh1nsights)
- [Start Your Assessment](https://www.whimpact.co/whintensive)

[Start Your Assessment](https://www.whimpact.co/whintensive)

 Aug 7, 2025 1:38:37 PM

# How I Created My Referral and Reward Program with HubSpot, Basecamp, Tremendous, and Zapier

![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart)

Be a hero and share this WHInsight: [Share this page via Email](mailto:?body=https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier) [facebook-f icon](http://www.facebook.com/share.php?u=https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier) [Share this page on LinkedIn](http://www.linkedin.com/shareArticle?mini=true&url=https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier) [Share this page on Twitter](https://twitter.com/intent/tweet?url=https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier)

In this post, I’ll walk through exactly how I set up an almost fully automated referral and reward program using HubSpot, Zapier, Basecamp, and Tremendous. If you're building custom automations for yourself or clients, this guide should give you a blueprint—or at least a few useful pieces—to borrow from.

---

### Overview

When someone submits a referral via a HubSpot form, the system:

- Creates or updates a Basecamp project tracker
- Logs progress as the referral moves through my pipeline
- Sends real-time email updates to the referrer
- Sends a reward via Tremendous if the referral becomes a client

Zapier ties it all together.

---

### Tools Used

- **HubSpot** – CRM and form capture
- **Zapier** – Automation
- **Basecamp** – Public-facing referral tracker
- **Tremendous** – Reward fulfillment

---

### Setup Summary

#### 1. **Basecamp**

- Create a blank **project template** with a simple to-do list.
- Each referral generates a new project from this template.
- The public link is shared with the referrer to track progress.

#### 2. **Tremendous**

- Set up an email-based **reward campaign**.
- Allow redemption via options like Visa, Amazon, or charity donations.
- Use personalization tokens for dynamic messaging.

#### 3. **HubSpot Setup**

**Association Labels:**

- Create a **contact-to-contact** association: `referrer` and `referee`.
- Limit: one referrer, many referees.

**Properties:**

- For deals: `referee HubSpot record ID` (text)
- For contacts:
  
    - `referrer email`, `first name`, `last name`, `phone`
    - `referral type` (self/other)
    - `tracker link (public/internal)` – use URL field type

---

### Form Logic

Two forms:

- **Self-referral** form
- **Refer someone else** form

Data from these forms populate contact properties and trigger downstream automation.

Hidden fields are used to tag referral type (`self` or `other`) for clean Zapier logic.

---

### Zaps Overview

There are two main Zaps: one for each form type. Both:

- Look up or create the Basecamp tracker
- Populate HubSpot fields
- Create the association between referrer and referee

If it’s the referrer’s first submission, the system creates a Basecamp project from the template. If not, it finds the existing tracker.

To avoid duplication, HubSpot’s association labels and conditional logic in Zapier are used.

Here's the code from step 8 of the zap at the 45:20 minute mark of the video. Note you'll want to update the type id in the code below based on the step 7 output. It might be different than the type id you get when viewing the association details in HubSpot's settings.

`const associatedContactsJson = inputData.associated_contacts || '{}';`

`const associatedContacts = JSON.parse(associatedContactsJson).results || [];`

`// Initialize an array to hold the matching inputs`

`const matchingInputs = [];`

`// Iterate through each contact to find the toObjectId where typeId equals 4`

`associatedContacts.forEach(contact => {`

`const hasTypeId4 = contact.associationTypes.some(type => type.typeId === 4);`

`if (hasTypeId4) {`

`matchingInputs.push({ id: contact.toObjectId });`

`}`

`});`

`// Prepare the JSON output`

`const outputJson = {`

`propertiesWithHistory: [`

`"hs_object_id"`

`],`

`inputs: matchingInputs,`

`properties: [`

`"email"`

`]`

`};`

`// Output the JSON object`

`output = { structuredData: JSON.stringify(outputJson) };`

---

### Sub-Zap Logic

A shared Sub-Zap handles Basecamp setup and syncing:

- Creates to-do lists and tasks in Basecamp for each referral milestone
- Updates HubSpot records
- Marks progress in the Basecamp tracker
- Syncs contact name changes across systems

---

### Tracking Progress & Triggering Rewards

The program uses HubSpot pipeline stages and Zapier to update Basecamp and send emails:

1. **Connected**
2. **Engaged in trial**
3. **Working together long term**
4. **Reward sent**
5. **Did not work out**

Each pipeline stage triggers:

- A Basecamp update
- A real-time email notification to the referrer

If the deal is won:

- The reward is sent via Tremendous
- "Did not work out" to-do is removed

If the deal is lost:

- "Did not work out" is completed
- Other to-dos are removed

---

### Webhooks & API Use

Custom Webhooks are used for:

- Creating/refining contact associations in HubSpot
- Updating Basecamp projects and tasks with API requests (PUT/POST/DELETE)
- Managing authentication tokens

Zapier’s **Storage by Zapier** is used to store and refresh the Basecamp token weekly.

---

### Name Sync Logic

If a contact’s name is updated in HubSpot, the change is automatically pushed to Basecamp using separate Zaps and Sub-Zaps.

---

### Final Notes

This setup is tailored, but flexible. Even if you don’t replicate it end-to-end, the structure can help automate your own referral and reward systems.

If you have questions about the setup or want help building something similar, feel free to reach out via my contact information below.

Bye, for now!

[Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness)

## Related posts

[![](https://www.whimpact.co/hs-fs/hubfs/2024.06.26%20whinsight%20thumbnail.png?height=200&name=2024.06.26%20whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/how-i-created-a-recurring-meeting-in-hubspot-using-zapier-and-google-calendar)

[Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness)

## [How I Created a Recurring Meeting in HubSpot Using Zapier and Google Calendar](https://www.whimpact.co/wh1nsights/how-i-created-a-recurring-meeting-in-hubspot-using-zapier-and-google-calendar)

![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) 

 Jun 26, 2024 3:58:57 PM

Hi, I'm Ryan Schweighart, founder of Whole Hart Impact. In today's WHInsight, I'll show you how to...

[Read more](https://www.whimpact.co/wh1nsights/how-i-created-a-recurring-meeting-in-hubspot-using-zapier-and-google-calendar)

[![](https://www.whimpact.co/hs-fs/hubfs/Imported%20sitepage%20images/64a72f12-24b7-11ee-9adb-1ab7a0b123c9.png?height=200&name=64a72f12-24b7-11ee-9adb-1ab7a0b123c9.png)](https://www.whimpact.co/wh1nsights/automate-google-business-reviews-with-the-power-of-chatgpt-and-zapier)

[Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness)

## [Automate Google Business Reviews with the Power of ChatGPT and Zapier](https://www.whimpact.co/wh1nsights/automate-google-business-reviews-with-the-power-of-chatgpt-and-zapier)

![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) 

 Jul 20, 2023 11:03:48 AM

Hello! After a long hiatus, I'm back to posting some WH1nsights. No promises on frequency of posts,...

[Read more](https://www.whimpact.co/wh1nsights/automate-google-business-reviews-with-the-power-of-chatgpt-and-zapier)

[![](https://www.whimpact.co/hs-fs/hubfs/2024.06.19%20whinsight%20thumbnail.png?height=200&name=2024.06.19%20whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/how-i-restored-deleted-records-in-hubspot)

[Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness)

## [How I Restored Deleted Records in HubSpot](https://www.whimpact.co/wh1nsights/how-i-restored-deleted-records-in-hubspot)

![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) 

 Jun 19, 2024 10:59:21 AM

Have you accidentally deleted contacts in HubSpot and want to recover them in bulk? Here’s how I...

[Read more](https://www.whimpact.co/wh1nsights/how-i-restored-deleted-records-in-hubspot)

---

[![Whole Hart Impact Logo 43-2](https://www.whimpact.co/hs-fs/hubfs/Whole%20Hart%20Impact%20Logo%2043-2.png?width=266&height=200&name=Whole%20Hart%20Impact%20Logo%2043-2.png "Whole Hart Impact Logo 43-2")](https://www.whimpact.co)

[![SolutionPartnerTierBadges_FINAL_PARTNER_ORANGE](https://www.whimpact.co/hs-fs/hubfs/SolutionPartnerTierBadges_FINAL_PARTNER_ORANGE.png?width=200&height=200&name=SolutionPartnerTierBadges_FINAL_PARTNER_ORANGE.png "SolutionPartnerTierBadges_FINAL_PARTNER_ORANGE")](https://app.hubspot.com/marketplace/20619232/solutions/whole-hart-impact)

[![hubspot community champions logo](https://www.whimpact.co/hs-fs/hubfs/logos/hubspot%20community%20champions%20logo.png?width=170&height=170&name=hubspot%20community%20champions%20logo.png "hubspot community champions logo")](https://community.hubspot.com/u/rschweighart/summary)

- [About WHI](https://www.whimpact.co/about)
- [Get $500, Give $1,000 - WHIntroductions](https://www.whimpact.co/whintroductions)
- [Pricing - WHImplementation](https://www.whimpact.co/whimplementation)
- [Grow - WHIntensive](https://www.whimpact.co/whintensive)
- [Learn - WHInsights](https://www.whimpact.co/wh1nsights)
- [Careers - WHImpacters](https://www.whimpact.co/careers)

### I want to hear from you!

[ryan@whimpact.co](mailto:ryan@whimpact.co)

+1 (405) 972-6809

Located in Carlsbad, CA -- Available worldwide

---

Copyright © 2026, Whole Hart Impact

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Ryan Schweighart",
    "url" : "https://www.whimpact.co/wh1nsights/author/ryan-schweighart"
  },
  "dateModified" : "2025-08-07T18:45:22.232Z",
  "datePublished" : "2025-08-07T18:38:37.000Z",
  "headline" : "How I Created My Referral and Reward Program with HubSpot, Basecamp, Tremendous, and Zapier",
  "image" : [ "https://www.whimpact.co/hubfs/2025.08.07_whinsight.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.whimpact.co/hubfs/Whole%20Hart%20Impact%20Logo%2043-1.png"
    },
    "name" : "Whole Hart Impact, LLC"
  }
}
```