Refersion + Salesforce

Add new Refersion affiliates as Salesforce contacts

Keep your contact data up to date, hands free. Every time a new Refersion affiliate signs up for your program, this integration automatically adds them as a contact in Salesforce.

Keep your contact data up to date, hands free. Every time a new Refersion affiliate signs up for your program, this integration automatically adds them as a contact in Salesforce.

  1. When this happens...
    RefersionRefersion
    New Affiliate

    Triggers when a new Affiliate is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Refersion triggers, actions, and search

    New Affiliate

    Triggers when a new Affiliate is created.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • PasswordRequired

    • Company

    • Phone

    • Offer

    • Paypal Email

    • Address 1

    • Address 2

    • City

    • Zip

    • State

    • Country

    • Send Welcome

    Action
    Write
    • Order IDRequired

    • Currency CodeRequired

    • Cart IDRequired

    • PriceRequired

    • SkuRequired

    • QuantityRequired

    • Name

    • Is Subscription

    • Subscription ID

    • Shipping

    • Tax

    • Discount

    • Discount Code

    • Customer IP Address

    • Customer Email

    • Customer First Name

    • Customer Last Name

    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 IDRequired

    • SkuRequired

    • Price

    • Quantity

    Action
    Write
    • Affiliate CodeRequired

    Action
    Write
    • Search KeywordRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
refersion logo
refersion logo

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
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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