Salesforce + Viral Loops
Create records in Salesforce for new participants in Viral Loops
With this workflow, as soon as a new participant registers on Viral Loops, it instantly creates a corresponding record in Salesforce. This process simplifies data entry and ensures your Salesforce records remain up to date. Spend less time on data management tasks and focus more on managing your growing participant base.
With this workflow, as soon as a new participant registers on Viral Loops, it instantly creates a corresponding record in Salesforce. This process simplifies data entry and ensures your Salesforce records remain up to date. Spend less time on data management tasks and focus more on managing your growing participant base.
- When this happens...New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Conversion
Triggers when a participant from your campaign is converted. Available only for the Universal Referral, Milestone Referral, Online-to-Offline and Altruistic Referral templates.
Try ItMilestone Reached
Triggers when a participant reaches a milestone. Available for the Milestone Referral and Viral Loops for Shopify templates.
Try ItNew Referral Count
Triggers when the referral count of a participant changes, eg. if they go from 5 referrals to 6. Available for all templates.
Try ItEmailRequired
First name
Last name
Referral code
New Conversion Count
Triggers when the conversion count of a participant changes, eg. if they go from 5 conversions to 6. Available only for the Milestone Referral, and Altruistic Referral templates.
Try ItNew Participant
Triggers when a new participant is added to your campaign. Available in all templates.
Try ItReward Redeemed
Triggers when a reward is redeemed via the Campaign Dashboard or the API. Available only for the Milestone Referral, Refer a Friend and Viral Loops for Shopify templates.
Try ItEmailRequired
