FormAssembly Referral Program Integration
Capture referral data through FormAssembly forms and automatically register new referrals in your Referral Rock program.
About Our FormAssembly Referral Integration
FormAssembly
Capture referral data through FormAssembly forms and automatically register new referrals in your Referral Rock program.
- FormAssembly account
What You Can Do with FormAssembly
FormAssembly is the enterprise form builder built for Salesforce teams, trusted for data collection workflows that require Salesforce pre-fill, Connector-driven record creation, and compliance-grade security. Connect Referral Rock to your FormAssembly forms and every submitted response can carry referral attribution straight into your program, with no disruption to the Salesforce Connector workflows you've already built. Whether you're collecting leads, capturing service requests, or qualifying prospects through a Salesforce-integrated form, Referral Rock tracks which referrer sent each respondent your way and handles rewards automatically. It's referral tracking that works inside the enterprise data architecture you've already deployed.
How the FormAssembly Integration Works
Add the Referral Rock tracking snippet to your FormAssembly confirmation page
Place Referral Rock's JavaScript tracking snippet on the confirmation page respondents reach after submitting your FormAssembly form. The snippet reads the referral source from the URL and registers the completed submission against the correct referrer in your program.
Pass the respondent's email using a FormAssembly hidden field or Connector
Use a FormAssembly hidden field to capture and forward the respondent's email address to Referral Rock at the moment of submission. If your form uses a Salesforce Connector to write records, you can also surface the email from the Connector response to keep both systems in sync.
Referral Rock attributes the submission to the referring member
As soon as a referred respondent completes your FormAssembly form, Referral Rock logs the conversion event and credits the referrer. Attribution is captured at form load, so multi-page forms, conditional fields, and Salesforce pre-fill Workflows don't interrupt the referral link.
Rewards trigger automatically when the conversion criteria are met
Once a referred FormAssembly submission meets your program's conversion rules, rewards issue automatically. Gift cards, cash, store credit, or custom incentives. Downstream Salesforce record updates can also serve as your conversion trigger if you prefer to qualify leads before rewarding.
Referral tracking that works inside your Salesforce data model
FormAssembly's deep Salesforce integration means your forms are already writing data to CRM records. Referral Rock layers referral attribution on top, without changing how your Connectors or Workflows operate.
- Referral Rock attributes each form submission to the referrer at page load, so Salesforce Connector logic and conditional field rules don't break the referral link.
- You can set the conversion trigger to a FormAssembly submission, a Salesforce record update, or a manual approval, whatever matches how your team qualifies leads in CRM.
- Referral data appears in the Referral Rock dashboard alongside your FormAssembly submission counts, giving you one view of acquisition performance without exporting from Salesforce.
Track referrals at any enterprise form type
FormAssembly powers quote requests, intake forms, client onboarding, and compliance submissions. Referral Rock tracks which referrer drove each of those high-value conversions, not just simple lead gen forms.
- Capture referral attribution on multi-page FormAssembly forms. Attribution is set at form load, not at a specific page or field, so completion paths don't affect accuracy.
- Support B2B referral workflows where the referred respondent is different from the eventual buyer. Referral Rock handles both contact-level and account-level conversion models.
- Any email address captured in a FormAssembly submission can automatically receive an invite to join your referral program, turning new contacts into active promoters.
Close the referral loop from form response to reward
Referral Rock manages the full lifecycle, from the moment someone clicks a referral link to the moment the referrer earns their reward, with FormAssembly as the conversion point.
- Rewards issue automatically when a referred FormAssembly submission is confirmed, with no manual review required for straightforward conversion rules.
- For lead-qualification workflows, hold rewards until a downstream Salesforce record reaches a qualified stage. Referral Rock supports staged approval before payout.
- Referrers see their progress in real time through the Referral Rock member portal, giving them visibility into pending and completed rewards without contacting your team.
Maintain compliance and data governance throughout
FormAssembly is built for compliance-sensitive environments, including HIPAA, GDPR, FedRAMP, and Salesforce Shield customers. Referral Rock's tracking integration is designed to respect those boundaries.
- Referral Rock processes only the respondent email and referral source token, no sensitive form field data is sent outside your FormAssembly and Salesforce environments.
- Data handling for this integration is governed by Referral Rock's Terms of Service and Privacy Policy; your team is responsible for ensuring the integration complies with applicable regulations.
- The integration requires no third-party middleware. Referral Rock's snippet and your FormAssembly Connector configuration are the only moving parts.
FormAssembly Referral Integration — FAQ
“Their integrations, their obsession to be on the leading edge of their niche, the overall customizability... All in all, I saved thousands by not needing to build an app or sign up for a long-term contract.”
Need help setting up?
Every Referral Rock plan includes dedicated onboarding support. Our team will help you configure the FormAssembly integration and make sure everything is working perfectly. View the setup guide →
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