GeniusReferrals + Salesforce

Add new Genius Referrals referrals as leads in Salesforce

Using Genius Referrals to capture referrals and Salesforce to manage your leads? This Zap will shorten the time between closing those leads by automatically creating new leads in Salesforce. When Genius Referrals capture a new referral, this integration will automatically create a new lead for it on Salesforce.

When this happens...
New Referral
Triggers when a new referral is created.
TriggerPolling
automatically do this...
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite
then do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

New Account
Tiggers when a new account (program) is created.
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Bonus AmountRequired
Action
Write
- Account SlugRequired
- Member TokenRequired
- StatusRequired
- Payment MethodRequired
- CurrencyRequired
- AmountRequired
- DescriptionRequired
- PayPal Username
Action
Write

- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Payment Amount
- Campaign
Action
Write
- Account SlugRequired
- Bonus' IdRequired
- StatusRequired
Action
Write

- Account SlugRequired
- Bonus IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
Action
Search
- Account SlugRequired
- Member TokenRequired
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
Trigger
Polling
Try It
- Account SlugRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Write
- Account SlugRequired
- Referring Member TokenRequired
- Referral TokenRequired
- Referral OriginRequired
- CampaignRequired
- The source URLRequired
- Status
Action
Write
- Account SlugRequired
- Payout Request IdRequired
Action
Write
- Account SlugRequired
- Member's TokenRequired
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- StatusRequired
Action
Write
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Payout Request IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Issue rewards on GeniusReferrals for newly won Salesforce opportunities

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GeniusReferrals + Salesforce

Add new Genius Referrals referrals as leads in Salesforce

New Account

New Bonus

New Payout Request

Add Manual Bonus

Create Payout Request

Process Referral to Trigger Bonuses

Update Bonus

Find Bonus

Find Member

Find Advocate's Share Links

Find Payout Requests

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Advocate

New Member

New Referral

Create Member

Create Referral

Redeem Payout Request

Update Member

Find Bonuses

Find Members

Find Payout Request

Find or Create Member

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About GeniusReferrals

Related categories

Similar apps

Zapier Interfaces

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates