Referral Rock + Salesforce
Create Salesforce records from new Referral Rock referrals
Streamline your referral management by connecting Referral Rock and Salesforce through this workflow. Once set up, each new referral in Referral Rock results in the creation of a record in Salesforce. Maintain up-to-date records and simplify your customer management process without any manual effort.
Streamline your referral management by connecting Referral Rock and Salesforce through this workflow. Once set up, each new referral in Referral Rock results in the creation of a record in Salesforce. Maintain up-to-date records and simplify your customer management process without any manual effort.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst NameRequired
Last Name
EmailRequired
Referral CodeRequired
Amount
Company Name
Phone Number
Note
Public Note
External Id
Preferred Form of Contact
Custom Option 1 Name
Custom Option 2 Name
Custom Text 1 Name
Custom Text 2 Name
Custom Text 3 Name
Custom Option 1 Value
Custom Option 2 Value
Custom Text 1 Value
Custom Text 2 Value
Custom Text 3 Value
Address Line 1
Address Line 2
City
Region
Postal Code
Country
Recruiter Assigned Id
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Referral Code
Phone Number
Date of Birth
Address Line
Address Line 2
City
Region
Country
Postal Code
External Id
Disabled Flag
Custom Override URL
Custom Option 1 Name
Custom Option 1 Value
Custom Text 1 Name
Custom Text 1 Value
Custom Text 2 Name
Custom Text 2 Value
Send Registration Email
Payout Type
Payout Use Default Values
Payout Email
Recruiter Source Id
Recruiter Assigned Id
Amount
Referral Query
Program Query
Name
External Identifier
