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How Does the Referral Factory + Salesforce Integration Work?
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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Integrations
74 articles
Rewards
33 articles
Promoting Your Program
22 articles
Getting Started
19 articles
Referrers
11 articles
Security & Compliance
11 articles
Analytics
10 articles
Qualification
10 articles
Emails
9 articles
Referral Link Page
8 articles
Leads
7 articles
Billing
6 articles
Industry Use Cases
6 articles
Campaign Settings
5 articles
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Can I run a referral program with Salesforce?What can Referral Factory and Salesforce do together?What do I need before connecting Salesforce?How do I connect Salesforce?Can existing Salesforce Leads and Contacts become referrers?Can new leads and referrers be sent to Salesforce automatically?Can Salesforce activity mark a referral as converted?What stays in Salesforce and what stays in Referral Factory?
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