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How Zapier works

Zapier makes it easy to integrate Refersion with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Refersion

A trigger is an event that starts your Zap and runs the workflow. For example, with Refersion, a trigger could be "New Affiliate."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Refersion to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect Refersion and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Refersion triggers, actions, and search
    New Affiliate

    Triggers when a new Affiliate is created.

    Trigger
    Scheduled
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Password
      Required
    • Company
    • Phone
    • Offer
    • Paypal Email
    • Address 1
    • Address 2
    • City
    • Zip
    • State
    • Country
    • Send Welcome
    Action
    Write
    • Order ID
      Required
    • Currency Code
      Required
    • Cart ID
    • Price
      Required
    • Sku
      Required
    • Quantity
      Required
    • Name
    • Is Subscription
    • Subscription ID
    • Shipping
    • Tax
    • Discount
    • Discount Code
    • Customer IP Address
    • Email
      Required
    • First Name
      Required
    • Last Name
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • Order ID
      Required
    • Sku
      Required
    • Price
      Required
    • Quantity
      Required
    Action
    Write
    • Affiliate Code
      Required
    Action
    Write
    • Search Keyword
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It

Learn how to automate Refersion on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About Refersion
Refersion is a tracking platform helping merchants start, manage, and grow affiliate networks. This integration is for merchant accounts.
Learn more
Related categories
  • eCommerce
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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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