GeniusReferrals + Salesforce
Issue rewards on GeniusReferrals for newly won Salesforce opportunities
Want a simple way to issue rewards on Genius Referrals? Rather than manually triggering conversion, use Zapier to issue Genius Referrals bonuses automatically when you move an opportunity to a new stage in Salesforce.
Want a simple way to issue rewards on Genius Referrals? Rather than manually triggering conversion, use Zapier to issue Genius Referrals bonuses automatically when you move an opportunity to a new stage in Salesforce.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this...Find Member
Finds an existing member by email address.
- then do this!Process Referral to Trigger Bonuses
Process the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.
- Free forever for core features
- 14 day trial for premium features & apps
