Salesforce Referral Program Integration

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Salesforce referral program integration

What is Salesforce

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Salesforce is a CRM integration solution that brings business and customers together. From marketing to sales, commerce, service delivery, and referral leads, Salesforce helps you to manage your customers in one single view.
Statistically proven to drive growth at any stage of the customer lifecycle, a Salesforce referral program is the best way to get more referrals. Referral programs also keep your customer acquisition cost low and customer lifetime value high. Connect your Salesforce referral program directly with your Salesforce account, allowing you to send all of your referred leads directly to your CRM. Running a referral program is the easiest way to increase sales and onboard new customers. And by running an integrated Salesforce referral program you can send referred leads directly to Salesforce, and qualify them with a simple status update.
Offering seamless integration for any business of any size, the Referral Factory Salesforce app offers an easy-to-use automation solution for your business.
Use your Salesforce referral program to:
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Track and manage customer status.

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Send all referred leads directly to a linked Salesforce CRM.

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Qualify successful referrals with a simple status update.

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Easily see referred leads and which of your referrers need to be rewarded.

Salesforce and Referral Factory Integration

Referral Factory Is The Perfect Integration For Salesforce

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Integrate your Salesforce referral program to get more customer referrals and grow your business. Connecting your Salesforce referral program with Salesforce will also help to reduce the manual administration of running a referral program and the time it takes to see a return. With everything you need to build and launch a powerful referral program, Referral Factory offers a
comprehensive Salesforce integration for every type of referral campaign.
Our referral marketing software makes it easy for any business of any size to build and manage its own Salesforce referral program. Now anyone can build a powerful referral program, and invite your customers to refer their friends without writing a line of code or help from a referral marketing expert. When the leads start rolling in, send all referred leads directly to your Salesforce CRM to qualify them.
Fully integrate your Salesforce referral program with features that make it easy to:
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Send your referred customer leads directly to your Salesforce CRM.

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Use Salesforce to track, manage and qualify your referred leads in a single place.

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Take control of your user notifications by creating your own notifications in Salesforce.

Automated Acquisition for your Referral campaigns

Automated Customer Acquisitions Just For You

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Effective in lowering the cost of customer acquisition and increasing the lifetime value of your customers, consistently grow your customer base with a Salesforce referral program.
Automated customer acquisition using a Salesforce referral program is the easiest way to onboard new customers and increase sales. And by running repetitive tasks and routine referral program workflows on autopilot, your Salesforce referral program can improve your team's productivity and workload.
Your Salesforce referral program connects directly with your Salesforce CRM allowing you to send your referred leads directly to your Salesforce Account. From here you can qualify successful referrals, follow up with prospects and issue a reward with a simple status update.
Everything you need to build and launch a powerful referral program, now any business of any size and with different referral marketing needs can automate customer acquisition.

Referred leads are 2x more likely to convert than Paid channels

Referred customers convert at a 25% higher profit margin

Referred customers result in a 20% higher average order value

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Salesforce Referral Program Integration

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Connect Referral Factory with Salesforce to automate rewards for your referral program.

15 Days Free Trial

Try For Free
Get started with a free 15-day trial. No developers needed.

How We Integrate With Salesforce

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We’ve made it easier than ever to build, integrate and launch your Salesforce referral program. From sending referral links to reminder messaging, customer status updates, and fulfilling rewards, our Salesforce integration app makes it easy. And, automating customer acquisition is especially useful when scaling your Salesforce referral program as it grows.
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A Shopify account.

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A Basic, Pro, or Enterprise subscription with Referral Factory.

Once your Salesforce referral program is live and you start receiving referrals, you can now qualify your new referrals on Referral Factory by updating the lead status on Salesforce.
For more detailed steps on how to build and launch a Salesforce referral program, sign up to try our software for free. Access our step-by-step Salesforce help guide and follow the easy-to-use instructions to automate your referral program with Referral Factory and Salesforce.
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    Log in to your Referral Factory account and select the account settings tab.
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    Click the ‘Connect’ button on the Salesforce integration option.
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    Set the data you want to push from your Salesforce referral program to your Salesforce CRM.
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    Define the type of Referral Factory users you want to add to Salesforce.
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    Define the information you will send to Salesforce.
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