Salesforce and HubSpot CRM Integrations

Referral Add to Salesforce

With our Referral Add to Salesforce integration, whenever a referral is added to Referral Rock, they are also added as a Lead or Contact in Salesforce. View our Salesforce integration for Referral Up…

Tyra Earl
Updated 7 months ago by Tyra Earl

Referral Update with Salesforce v2

Keeping Salesforce and Referral Rock in sync through a sales process is essential so Referral Rock can correctly calculate rewards based off of referral and sales events. Salesforce v2 uses an oAuth…

Tyra Earl
Updated 2 months ago by Tyra Earl

Referral Add to HubSpot

Our main HubSpot receiver integration allows for one-way communication from HubSpot to Referral Rock in order to update referrals based on HubSpot settings. Due to this, when using a Referral Rock ho…

Tyra Earl
Updated 7 months ago by Tyra Earl

Referral Update with HubSpot

Keeping HubSpot and Referral Rock in sync throughout your sales process is simple with Referral Rock's direct HubSpot integration. In this article, we will go over how to capture referrals and update…

Updated 7 months ago

Salesforce to Referral Rock Integration (Classic Version)

If you are new to setting up the Salesforce integration, please reference our latest version of the Salesforce to Referral Rock setup process. Keeping Salesforce and Referral Rock in sync through a s…

Amber Liggett
Updated 1 month ago by Amber Liggett

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