Referral Factory + Salesforce
Log new Referral Factory users in Salesforce
Once you’ve built your campaign inside Referral Factory, this Zap allows you to automatically add referred users to your Salesforce CRM to mark them as a lead or opportunity. Automate adding referred users to your Salesforce without stopping for manual updates.
Once you’ve built your campaign inside Referral Factory, this Zap allows you to automatically add referred users to your Salesforce CRM to mark them as a lead or opportunity. Automate adding referred users to your Salesforce without stopping for manual updates.
- When this happens...New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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About Referral Factory
The Easy Way To Build A Referral Program
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.