Referral Rock's native Salesforce integration allows you to easily run your referral program through your own Salesforce instance.

There are two elements to the Salesforce integration:

  1. Referral Add to Salesforce

    1. Whenever a referral is added to Referral Rock, they are also added as a Lead or Contact inside Salesforce

  2. Referral Update from Salesforce

    1. Keep Salesforce and Referral Rock in sync throughout your sales process so that Referral Rock can correctly update referrals

Read how to setup the Salesforce Integration here

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