ReferralFlo
Salesforce integration

Plug ReferralFlo into Salesforce in minutes.

Enterprise-grade sync with Salesforce. Custom objects, complex schemas, and audit logging built for IT teams that don't accept compromises.

No-code setup Real-time sync Bi-directional
SA
Salesforce
External tool
RF
ReferralFlo
Connected · live
contact.created
referral.converted
━ 01 / WHY CONNECT ━

Real sync. Real-time.
Real numbers.

benefit_01.md

Native sync

Two-way data sync with Salesforce that just works — no glue code, no Zapier hops.

→Always-on sync
benefit_02.md

Real-time

Events flow in seconds, not nightly batches. Your reports stay current.

→Always-on sync
benefit_03.md

Attribution

Tie referral revenue back to the exact records inside Salesforce.

→Always-on sync
━ 02 / SETUP ━

Connected in four commands.

~/salesforce-setup
STEP
01
$

rfflo authenticate

// OAuth into Salesforce from the ReferralFlo dashboard.

●
STEP
02
$

rfflo map

// Visual field-mapper aligns your existing data to ReferralFlo events.

●
STEP
03
$

rfflo trigger

// Choose which events trigger referral rewards.

●
STEP
04
$

rfflo go

// Push the toggle — sync starts in under a minute.

●
✓ Setup complete. Sync started.
━ 03 / CAPABILITIES ━

Click any capability
to expand.

Each is configurable per program, with sensible defaults so you can launch fast.

Sync to any custom Salesforce object schema.
Bi-directional with field-level controls.
Fire ReferralFlo events from Apex code.
Full sandbox-to-prod promotion workflow.
Every sync event logged for compliance.
High-volume sync for enterprise data sets.

Ready to grow with referrals?

Launch your program in days, not months. Free for 14 days, no credit card required.