1.Detect new opportunity record
Integrate Salesforce and CRM tools to capture the opportunity payload and map source fields to key referral inputs.
Update referral status to qualified from partner opportunity
Automatically detect new partner sourced opportunities across Salesforce and Referral Rock. Update referral records when partner sourced opportunities are created, when new business opportunities are added, or when won records are ignoredβso you can qualify referrals, map payout amounts, and assign program context without manual routing.
How this automation qualifies your referrals
When new partner sourced opportunities land in Salesforce, referrals can stay unqualified and payouts can be mismatched. This automation searches Referral Rock for the right referral and updates it to qualified while mapping amounts and assigning the referral programβso your team can progress partner deals faster.
Salesforceor swap with your favorite app
2.Check partner qualification rules
Integrate Filter by Zapier and conditional routing rules to continue only for qualifying partner sourced and new business opportunities.
Filter by Zapieror swap with your favorite app
3.Find matching referral
Integrate Referral Rock and referral lookup tools to search by the referring organization identifier and return the first match.
Referral Rockor swap with your favorite app
4.Update referral to qualified
Integrate Referral Rock and referral program tools to set qualified status, map opportunity amount to referral amount, and assign the program.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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