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

Sync 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 referrer performance within your CRM.

📌 Want to know more about Referral Factory's integration with Salesforce? Consult the full guide 📖 Salesforce and Referral Factory: A Full Guide 📖

📌 This will generate referral links for all of your customers in Salesforce, these customers will NOT be notified. After your sync is complete, the customers you sync’d will each have a referral link inside their customer record in Salesforce.

Before you configure the sync between Referral Factory and Salesforce, you will need to create a custom field in Salesforce to store each contact's Referral Link. You may also want to create custom fields to store each referrer's performance metrics, i.e. the number of people they have referred and the number of those referrals that have been successful.

You can learn more about creating custom fields in Salesforce's help guide: 🔗 Create Custom Fields 🔗

You can sync your Salesforce contacts from three places in the Referral Factory dashboard:

👉 From the Users Tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

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👉 From the Campaigns tab.

→ Click Sync Your Contacts.

👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your contacts by syncing them.

→ You have the option to sync three different segments of contacts between Referral Factory and Salesforce:

Only your Leads.
Only your Contacts.
Members of a specific Campaign.

→ Select who you want to sync between Referral Factory and Salesforce. If you want to sync members of a campaign, choose the campaign name from the drop-down list.

→ Click Next.

→ Map the data fields from Salesforce to the relevant data fields in Referral Factory.

→ Click Next.

→ Map the data from Referral Factory to the fields you have created in Salesforce. To surface each contact's referral link inside Salesforce, you must map the field Referral Link.

→ Click Next.

→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.

📌 You have the option to toggle the ongoing sync on or off from the Promote step of the campaign builder.

→ Click Start Sync.

❗️Contacts that you sync will not be automatically notified or sent their referral link. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature. You can learn more about once-off emails here: 📖 How To Create A Once-Off Email 📖

→ Success!

Want to learn more about what you can do with Referral Factory and Salesforce? Read this article:

📖 Salesforce and Referral Factory: A Full Guide 📖

Having problems? Try the troubleshooting guide:

📖 Troubleshoot Your Salesforce Integration 📖