Get The Referral + Salesforce
Create new Salesforce leads from new Get The Referral leads
Whenever a new lead is identified in Get The Referral, streamline your sales process by creating a lead directly in Salesforce. This seamless workflow allows you to efficiently manage and track prospects, eliminating the need for manual data entry and increasing your productivity. Connect your Get The Referral and Salesforce apps to enhance your lead generation process.
Whenever a new lead is identified in Get The Referral, streamline your sales process by creating a lead directly in Salesforce. This seamless workflow allows you to efficiently manage and track prospects, eliminating the need for manual data entry and increasing your productivity. Connect your Get The Referral and Salesforce apps to enhance your lead generation process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- 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
