Skip to main content
Salesforce

Use our native Salesforce integration to manage your referral program

Updated over 10 months ago

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. Add Referral to Salesforce - create or update Salesforce Lead/Contact when a new Referral is added to Referral Rock

  2. Update Referral from Salesforce - update Referrals in Referral Rock based on changes to objects in Salesforce

Read how the Salesforce Integration in our Integration Docs.

Prerequisites: ​Available on Professional plans.

Did this answer your question?