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
New Advocate
Triggers when a new advocate is created.
Try ItAdvocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Advocate Email AddressRequired
Project
Project StageRequired
Fail on missing project stageRequired
