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.

Before you configure the sync between Referral Factory and Salesforce, you will need to create custom fields in Salesforce for the referral data you want to sync:

Referral Link
Referral Count (optional)
Converted Referral Count (optional)

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

💡 The integration between Referral Factory and Salesforce allows for seamless data transfer in both directions. You can send data from Referral Factory to Salesforce and vice versa, ensuring that all relevant information is synchronized between the two platforms. This integration enhances the efficiency and effectiveness of your referral program by streamlining the data exchange process.

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

👉 From the Users Tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

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👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your CRM contacts.

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→ Select whether you want to sync your Salesforce contacts on an ongoing basis. In other words, every time you add a new contact in Salesforce who meets the criteria you set for the sync, they will be automatically added to your referral campaign.

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❗️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 📖

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 whom you want to sync between Referral Factory and Salesforce. If you want to select a campaign, choose the campaign name from the drop-down list.

→ Map the data fields for Referral Link, Referral Count (optional), and Converted Referral Count (optional) to the custom fields you have created in Salesforce.

→ Click Next.

→ Check that the number of leads or contacts to be synced matches the number of leads or contacts in your Salesforce account or selected campaign.

→ Click Next.

→ Click Save to confirm and start the sync.

→ 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 📖