Referral Factory + Salesforce

Create new Salesforce leads for every new user in Referral Factory

Stay ahead of the competition by integrating your Referral Factory and Salesforce applications. Every time a new user joins through Referral Factory, a lead is seamlessly created inside Salesforce. This efficient workflow not only saves you valuable time, but also ensures that all potential customer information is promptly captured, enhancing your customer relationship management strategy.

Stay ahead of the competition by integrating your Referral Factory and Salesforce applications. Every time a new user joins through Referral Factory, a lead is seamlessly created inside Salesforce. This efficient workflow not only saves you valuable time, but also ensures that all potential customer information is promptly captured, enhancing your customer relationship management strategy.

  1. When this happens...
    Referral FactoryReferral Factory
    New User

    Triggers when a new user has been referred to your campaign. This is often called a new referred lead.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • CampaignRequired

    • Which users should we send?Required

    Trigger
    Instant
    Try It
    • CampaignRequired

    • First NameRequired

    • EmailRequired

    • Send Notification

    Action
    Write
    • CouponRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • Reward

    Trigger
    Instant
    Try It
    • User CodeRequired

    Action
    Write
    • CampaignRequired

    • User EmailRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
referral-factory logo
referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn more

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier