Your sales team lives in Salesforce. Your referral program should too. Referral Nexus integrates directly with Salesforce CRM to keep referrals synchronized with your existing sales workflow. When a referral is submitted, it appears in Salesforce as a Lead or Contact automatically. As your sales team updates opportunity stages in Salesforce, those changes flow back to Referral Nexus, triggering reward calculations and partner notifications. No manual data entry, no missed updates, no duplicate records. The integration uses OAuth 2.0 for secure authentication with your own Connected App credentials, ensuring your Salesforce data stays protected. Configure custom field mappings to capture the referral details your team needs. Map Salesforce opportunity stages to Referral Nexus pipeline stages so the systems stay perfectly aligned. Hourly sync jobs catch any updates, while real-time webhooks handle immediate changes.
Changes in either system update the other. Update a stage in Salesforce and it reflects in Referral Nexus instantly.
Referrals flow directly to Salesforce. Your sales team works in their familiar environment without extra steps.
Map referral fields to any standard or custom Salesforce field. Capture the data your business needs.
Configure which Salesforce opportunity stages correspond to Referral Nexus stages for accurate tracking.
Connect using your own Salesforce Connected App. Credentials stay under your control.
View detailed sync history. See exactly what synced, when, and troubleshoot any issues quickly.
In Salesforce Setup, create a Connected App with OAuth settings. Copy the Consumer Key and Consumer Secret.
Go to Referral Nexus > Integrations > Salesforce. Paste your Client ID and Client Secret.
Click Connect and authorize Referral Nexus to access your Salesforce org via the OAuth flow.
Set up stage mappings so Salesforce opportunities align with your referral pipeline stages.
Enable sync and watch referrals flow between systems. Monitor sync logs to confirm everything works.
How does the Salesforce integration work?
Referral Nexus connects to Salesforce via OAuth using a Connected App. Once connected, referrals sync as Leads or Contacts, and stage changes in either system update the other automatically.
What Salesforce editions are supported?
The integration works with Salesforce Professional, Enterprise, Unlimited, and Developer editions. Any edition with API access is compatible.
Is the sync real-time?
Stage updates sync automatically. Bulk syncs run hourly to catch any missed updates. You can also trigger manual syncs from the integration settings.
Can I map custom fields?
Yes, map referral fields to standard or custom Salesforce fields. Configure which Salesforce stages correspond to Referral Nexus pipeline stages.
Do I need admin access to Salesforce?
You need permission to create a Connected App in Salesforce and authorize OAuth access. This typically requires Salesforce admin rights.
Connect Salesforce today and eliminate manual data entry.
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