Referral Factory

Referral Factory is Salesforce's #1 certified referral app! Automate referrals through Salesforce without adding to your workload.

Salesforce and Referral Factory: An Overview

Generate referral links and send them along with each referrer's stats back to Salesforce for easy distribution from within your CRM.

How To Sync Salesforce Contacts with Referral Factory (and Generate Their Referral Links)

Create new leads or contacts in Salesforce when a person is referred and qualify them when the referral is successful.

How To Send Referred Users (the Person Invited) from Referral Factory to Salesforce And Automatically Qualify Referrals When They Convert

Create a lead or contact in Salesforce when the person referring registers for a referral link.

How To Send Direct Users (The Person Referring) to Salesforce When They Sign Up For A Referral Link

Having trouble integrating Referral Factory with your Salesforce account? Try these troubleshooting tips.

Troubleshooting Your Salesforce Integration

If you're unable to connect your Salesforce account to Referral Factory, you may need to enable API access in your Salesforce settings.

How To Enable API Access in Salesforce for the Referral Factory Integration

Referral Factory is Salesforce's #1 certified referral app! Learn how to fully automate your referral program using Salesforce and Referral Factory

Salesforce And Referral Factory

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