Get The Referral + Salesforce
Create Salesforce records from new Get The Referral leads instantly
Boost your efficiency with this workflow. As soon as a new lead is detected within the Get The Referral app, you will instantly create a corresponding record in Salesforce. This seamless linkage helps you manage leads faster, ensuring that precious opportunities are not missed. Embrace this automation and focus your energy on nurturing leads, rather than manually transferring data.
Boost your efficiency with this workflow. As soon as a new lead is detected within the Get The Referral app, you will instantly create a corresponding record in Salesforce. This seamless linkage helps you manage leads faster, ensuring that precious opportunities are not missed. Embrace this automation and focus your energy on nurturing leads, rather than manually transferring data.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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- 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
