Connect Referral Factory and Salesforce to sync existing people as referrers, send new leads and referrers to Salesforce, and qualify referrals from CRM activity.

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Setup and automation

Use Salesforce with Referral Factory

Integrations•Guide

How Can I Automate My Referral Program With Salesforce?

Use Salesforce for your sales process while Referral Factory manages referral links, attribution, qualification and campaign rewards.

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Integrations•Guide

How Can I Give Existing Salesforce Leads or Contacts Their Own Referral Links?

Sync existing Salesforce Leads or Contacts into Referral Factory as referrers and map their referral links back to Salesforce.

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Integrations•Guide

How Are Leads Sent From Referral Factory to Salesforce?

Create a Salesforce Lead or Contact when a new lead joins your Referral Factory campaign, with the correct fields and duplicate rules.

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Integrations•Guide

How Can I Send New Referrers to Salesforce Automatically?

Create a Salesforce Lead or Contact when someone newly joins your Referral Factory campaign as a referrer.

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Integrations•Guide

How Can Salesforce Automatically Mark Leads as Converted?

Use a Salesforce field, Lead conversion or Opportunity stage change to mark the corresponding referral as qualified in Referral Factory.

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Troubleshooting

Fix Salesforce integration problems

Integrations•Guide

Why Isn’t My Referral Factory + Salesforce Integration Working?

Troubleshoot Salesforce connection, field mapping, duplicate handling, record creation, sync timing and automatic qualification.

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