Salesforce and Referral Factory: An Overview

Discover how and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and save them inside Salesforce. Plus, import new leads and qualify them seamlessly.

Are you looking for referral program software that works with Salesforce

Get your referral program up and running, and integrated with, in just a few days.

If you already have a Referral Factory account, then keep reading to learn what you can do with your Salesforce integration 👇

What You Can Do With Salesforce and Referral Factory 


👉 Sync your Salesforce contacts to generate their referral links. Learn how. 

👉 Send your new referred contacts straight into the Salesforce workflows you already use. Learn how.

👉 Automatically qualify the referred contacts who convert. Learn how. 

👉 Create a new Salesforce contact when someone signs up for a referral link. Learn how.

👉 Track your sale value for commission-based rewards from a Salesforce deal. Learn how.



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

Sync all or some of your Salesforce contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Salesforce for easy distribution and monitoring of your referral program within your CRM.

👉 Learn how



Send Referred Users from Referral Factory to Salesforce 

Referral Factory can automatically create a new lead or contact in Salesforce when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!

👉 Learn how



Automatically Qualify Successful Referrals Using Your Usual Salesforce Workflows and Pipelines

In addition to creating a new lead or contact in Salesforce when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in Salesforce using your regular workflows. Qualify your referrals by an update to a lead or contact field, when your lead converts into an Opportunity or when it reaches a specific Opportunity stage. 

👉 Learn how



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

If your referral program is open to anyone to join, Referral Factory can create a Salesforce contact when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.

👉 Learn how



Track Your Sale Value For Commission-Based Rewards

If you are using your Salesforce integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a field in Salesforce. This means Referral Factory can automatically calculate the value of your reward!

👉 Learn how

📌 Having trouble with your Salesforce integration? Please consult our troubleshooting guide.