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Salesforce Software

Salesforce Referral Program Integration

Promote your program, capture referrals, and sync your sales process with Salesforce
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About Our Salesforce Referral Integration

Customer relationship management software focused on sales, customer service, marketing automation, and analytics.

Connection Type




Data Privacy

You understand that when using this integration, it’s up to you to comply with applicable laws and regulations, as well as the Referral Rock’s Terms of Service and Privacy Information.

Communicate with advocates using Salesforce emails

Control the brand experience and queue ongoing promotion for referral program participants. Add Referral Rock links and direct sharing features into your email campaigns.

salesforce advocate communication

Trigger rewards based on status changes in Salesforce

Fully automate your referral program from start to finish, without interrupting your CRM users or sales team. Referral Rock will issue rewards based on status changes in Salesforce.

salesforce trigger rewards

Use program data for reports

All advocate properties will also be stored in Salesforce contact records, which you can then use to build limitless workflows and reports for your top advocates.

salesforce data for reports

Sync advocate data to your Salesforce contact records

Port your advocate's referral program information (such as their referral URL and program stats) into Salesforce contact records, allowing you to access updated information in any emails you send.

salesforce integrations sync data

Segment advocates by activity

Once all advocate data is in Salesforce, you can easily filter referred leads by advocate name and track their current stage in the buying process.

salesforce segment by activity

Map to your sales process and manage everything in Salesforce

Keep Salesforce and Referral Rock in sync throughout your sales process and manage your entire pipeline and sales cycle from one platform.

salesforce map changes

"The Referral Rock platform is a simple off-the-shelf solution for a referral program. It easily integrated into Salesforce and we were able to reskin the entire platform with our branding."

Built for B2C and B2B COMPANIES

How our referral software can grow your business​

Get more customers without the extra admin work

Not just a referral widget

A complete portal where you can create and customize a robust referral marketing program

Multiple ways to promote your referral program

Meet customers at the perfect moment on their preferred social media or marketing channel

Align with your existing sales and marketing process

Integrate a referral marketing solution into your systems and workflow (API, SaaS, CRM automations)

Expert customer support at every step

Onboarding specialists and a proven referral process help to boost your customer acquisition

Single referral marketing platform

Bring your most loyal customers and referrals together, all in one place

Launch fast with built-in templates

Landing page builders for programs to personalize the referral experience with no need for integrations

25+ integrations to easily connect your tools and teams