Get The Referral + Salesforce
Create Salesforce records from new Get The Referral leads instantly
Boost your efficiency with this workflow. As soon as a new lead is detected within the Get The Referral app, you will instantly create a corresponding record in Salesforce. This seamless linkage helps you manage leads faster, ensuring that precious opportunities are not missed. Embrace this automation and focus your energy on nurturing leads, rather than manually transferring data.
Boost your efficiency with this workflow. As soon as a new lead is detected within the Get The Referral app, you will instantly create a corresponding record in Salesforce. This seamless linkage helps you manage leads faster, ensuring that precious opportunities are not missed. Embrace this automation and focus your energy on nurturing leads, rather than manually transferring data.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate IdRequired
Product IdRequired
EmailRequired
First Name
Last Name
Phone
Address Line 1
Address Line 2
State
City
Postal Code
Best Time to Contact
External Id
Is Lead From CRM?
Note
Lead ID or Email AddressRequired
New Advocate
Triggers when a new advocate is created.
Try ItSales Rep IdRequired
EmailRequired
First NameRequired
Last NameRequired
PW
Country Code
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Parent Advocate Id
Referral Code
XTRM User Id
Advocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Sale Amount
