Back to Help Hub
How to qualify leads automatically via Salesforce
Connecting Salesforce to Referral Factory lets you automatically qualify referrals based on changes in your Salesforce CRM — such as when a lead's status.
Browse topics and support
Navigation
Topics
Article
On this page
Before you startWhere to find qualification rulesQualification methods for LeadsDo not qualify my referralsA field of the Lead would changeA Lead would convert into an OpportunityA Lead would convert into an Opportunity and move to a specific StageQualification methods for ContactsDo not qualify my referralsA field of the Contact would changeImportant notes
Support
Ask AI
Ask a product or setup question without leaving this page.
Need human help?
Still stuck?
If this article does not solve the problem, send the context to support or book time with a human.
We will keep the article or page context with your request so support can respond faster.
Support copilot
Ask AI about the help hub
AI may miss account-specific context. If this answer does not solve it, create a support ticket for a human and we will help directly.