Salesforce And Referral Factory: A Full Guide

Using Salesforce and Referral Factory together, to automate everything from generating referral links for users, to asking your customers to refer their friends, to marking which referrals convert, to rewarding successful referrals. No-code needed!

Salesforce is the world's #1 customer relationship management (CRM) platform helping marketing, sales, commerce, service, and IT teams work as one from anywhere — so you can keep your customers happy everywhere, and when combined with Referral Factory, you can automate many of the manual tasks associated with managing a referral program. With the Referral Factory Salesforce integration, you can generate more referrals (two times higher quality leads) and grow your business without adding to your workload.

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In this guide, you'll learn how to get the most out of Referral Factory and Salesforce working together!

Syncing your referral program with Salesforce lets you automatically send through all your newly referred users as new leads and create contacts for them in Salesforce, and qualify them at deal stages that count as conversions. It greatly simplifies your referral program behind the scenes and helps you keep track of which of your referred leads (or referrals) have qualified, as well as which referrers need to be rewarded.



By syncing your referral program and your HubSpot CRM, you can:

👉 Build a referral program that is fully on-brand (using our drag-and-drop builder).

👉 Generate a referral link for all or some of your Salesforce contacts.

👉 Send all your new referred users (leads) directly into the Salesforce workflows you already use.

👉 Automatically qualify these referred users when they convert - simply by updating the status of that contact in Salesforce. 

👉 Automatically reward contacts for their referrals - if your campaign offers rewards. 

Referral Factory and Salesforce work together to run hassle-free referral campaigns, enabling you to grow your business - through referrals!

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In order to launch a referral campaign and integrate it with your Salesforce account, you will need the following:

A Referral Factory Basic or Pro subscription.
A published referral program (if you're not sure how to make one, watch this video)
Any Salesforce account.

First, you'll need to build your referral program using the campaign builder inside of Referral Factory. Once your referral program is up and running, you can be ready to integrate it with Salesforce 👇

In this guide, we will show you how to:

1. Connect Salesforce to Referral Factory
2. Build and set up your own custom referral campaign
3. Set up your Salesforce Integration
4. Map what data you send to Salesforce (when you get new referred users/leads) 
5. Automatically qualify your referrals using the Salesforce workflows you already use 
6. Sync Salesforce Contacts with your referral campaign - generating referral links for all your Salesforce contacts
7. Uninstall your Salesforce integration from Referral Factory

 

1. Connect Salesforce to Referral Factory

 

Log in to your Referral Factory account you wish to connect to. Click on the account settings tab on the left-side navigation bar. Then click the ‘Connect’ button on the Salesforce integration option. 

*Note you can only connect one account at a time. 

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Please make sure that you accept giving Referral Factory permission to access your Salesforce account.

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*Note If you have trouble connecting Salesforce as an integration - please make sure you have enabled API access inside your Salesforce account. If you are unsure how to do that, please read this article.

Once your Referral Factory account is connected to Salesforce, you will need to configure your integration inside your campaign. To do this please navigate to the settings step inside your campaign builder - jump to the third section to see how to do this, if you want to skip the second section about building and setting up your own custom referral campaign.

2. Build and Set Up Your Own Custom Referral Campaign

With Referral Factory you can design, build and launch a referral campaign in just a few minutes. Without writing a line of code! You can customize your campaign to look and feel just like your brand too. Our drag-and-drop builder allows you to add your own logo, change the background, edit the font settings and add new content such as headlines, text, images, and videos. For more information on how to build a referral campaign, watch this video

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Once your referral campaign is built, you can now integrate it with the Salesforce workflows you already use. 

 

3. Set Up Your Salesforce Integration 

In your campaign settings, you'll see a block at the top that says: ‘Setup your campaign to send users out, and then qualify those users when they convert ’ - let's start here! 

Now that your Referral Factory account is connected to Salesforce, you need to set what data you want to push from your referral program to Salesforce. This is done on a campaign level – go to the settings section in your campaign builder.

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  • First, choose the method you want to use to qualify your referred users - lead status, lead converts into an opportunity, or when a lead converts into an opportunity and moves to a specific page. For each method, you will have different data input requirements to tell Referral Factory according to your business needs. 
  • Secondly define what “Type” of Referral Factory user you want to add to Salesforce - direct users, referred users, or users who have manually been added to a campaign from an existing database. In order to make sure your new referred users get sent to Salesforce, select the "Referred" users option.



*Note: If a contact already exists in Salesforce with the same email address that they have used to join your referral campaign the contact will not be duplicated in your Salesforce account.


  • Then, define what the status of the new user will be when they are sent to Salesforce - for example, "open-not contacted". Referral Factory will then automatically send all your new referred users, added users, and direct users directly to Salesforce using the settings you choose. 




  • Lastly, define ‘What will the status of the user change to when they are qualified”, in your Salesforce account. This is the status/stage that your customer or user will have once they convert. 



Once these four steps are completed, users that join your referral campaign will automatically be sent to Salesforce. If you use other methods, mentioned in the first step you can skip one or two of these steps.


*Note: If you want to Qualify your referred users using a different setup in Salesforce (that means you don’t want to use our standard option: then we suggest sending the ‘code’ of each referred user into Salesforce so that you have their unique identifier inside your Salesforce account. When the user qualifies, you can then send their code back to Referral Factory using our ‘Qualify with code’ Zap. You can read how to do that in this Zapier help guide. In the next section, you will see how to map the ‘code’ field to send it to Salesforce


New leads will now be created in Salesforce and you can decide what the lead status of the referral will be when it gets sent to Salesforce as well as what the lead status will be for leads who have been qualified. 

 

4. Map what data you send to Salesforce (when you get new referred users/leads) 

Define the user data that you want to collect and send to Salesforce. Keep in mind that Salesforce requires default fields "Last Name" or "Company"  fields so you will need to send these, but we highly recommend also mapping "First Name" and "Email" as well.

Make sure that these fields have also been created in your Salesforce account in order to successfully send the data points you've mapped out. If that field doesn’t exist in Salesforce then the lead will not be sent through. 

Learn how to create custom fields in Salesforce by watching this video👇

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*Note: Salesforce requires you to send an email, and company name through so make sure you map these fields. If you don’t want to capture a company name, you can match this field with any other information – for example, your campaign name – this will ensure that all fields are filled and the lead will get sent to Salesforce. 

Once you've published your campaign and you start getting referrals, they’ll automatically be sent to your Salesforce account with the lead information that you assigned. This usually takes between 2 – 3 minutes so if you don’t see your contact in Salesforce immediately, remember to give it a bit more time to process. 

5. Automatically qualify your referrals using the Salesforce workflows you already use 

Qualifying referrals makes it easy for you to see how many referrals you have. You will also be able to identify who needs to be rewarded for referring a new user. 

To qualify new referrals on Referral Factory, simply update the Lead Status in Salesforce. You can decide in your campaign settings how you want to do this. So when you update the status of a contact, it will automatically let Referral Factory know that the lead has been qualified.

 

When you do this, the status of the user in Referral Factory will change accordingly, letting you know that the lead has been qualified. The change will be as follows: 


Qualified = No

to 

Qualified = Yes

From the example below, we can see that John referred to Sally. Now that Harry has been qualified we can see that Monica has a converted referral and needs to be issued a reward. Read this article to find more ways to referrals qualification.

6. Sync Salesforce Contacts with your referral campaign - generating referral links for all your Salesforce contacts

You can sync all of your Salesforce contacts or a specific list of contacts with your referral program. This will allow you to add those contacts to your referral program and issue them with their own unique referral links - this means you can include a contacts referral link in all your automated marketing efforts! 

This is how you generate referral links for all or some of your Salesforce contacts: 

From the Outputs tab of your campaign, click on the Sync Your CRM Contacts button.


From here you can follow the prompts to sync your leads and contacts. You can also choose to keep this sync ongoing or to only do a once-off sync. This depends on whether you simply want to generate referral links for the contacts you already have in Salesforce today, or you want to generate referral links for the contacts you have in Salesforce today, AND the contacts you'll have in Salesforce in the future.

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Please make sure to map the Referral Link field to a field you create in Salesforce. 

 

You can also choose to keep this sync ongoing or to only do a once-off sync. This depends on whether you simply want to generate referral links for the contacts you already have in your Salesforce, or you want to generate referral links for the contacts you have in your Salesforce today AND the contacts you'll have in your Salesforce in the future. 

 


7. Uninstalling The Salesforce Integration

To uninstall Salesforce from Referral Factory please navigate to the 'Settings' tab on the left-hand side.

Then select 'Disconnect'.

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Once Salesforce has been disconnected the sending of new user data from Referral Factory to Salesforce will stop.

Any data that was sent before the de-installation of Referral Factory and Salesforce will be available in both places. Any new user data will still be available in Referral Factory as your campaigns will not be paused or stopped.

If you'd like more information on how to use Referral Factory and Salesforce together - please book a demo with our team.