Integration · CRM
Viral Loops + Salesforce
Connect Salesforce and every new lead and contact joins your referral program as a participant, with no CSV import. When an opportunity is won, the contact counts as converted, with the deal's value.
- What syncs
- Leads, contacts and won deals, into Viral Loops
- Plan
- See pricing
- Setup
- Connect Salesforce
What syncs between Viral Loops and Salesforce?
New leads and contacts join your program, and won deals count as referrals.
Viral Loops to Salesforce
Workflow rule- Set up for you when you connect, or by hand if that fails, so Salesforce sends new records
Salesforce to Viral Loops
Lead- A new lead with an email joins as a participant
Contact- A new contact with an email joins as a participant
Email, FirstName, LastName- The fields each Outbound Message sends, at least
ReferralCode__c- Keeps data apart when one Salesforce account feeds several campaigns
Opportunity- Marked Won, it converts the contact, with the Amount as the value
Salesforce sends to Viral Loops through Outbound Messages, which come with the Enterprise, Unlimited, Performance and Developer editions. Won deals count in Conversion campaigns.
What can you do with Salesforce and Viral Loops?
- 1
Give every new lead a referral link
New leads join your program as they are created, with no CSV import, so every lead can start referring.
- 2
Do the same for contacts
Repeat the rule for the Contact object, and new contacts join too. Add ReferralCode__c if one Salesforce account feeds several campaigns.
- 3
Count a referral when the deal is won
A rule on Opportunity sends deals as they are won. The contact is marked converted, with the deal's Amount as the value.
How do you connect Salesforce?
Full setup guide- 1
Connect Salesforce
In your campaign's Integrations step, choose Salesforce and connect it. Viral Loops tries to create the workflow rule for you.
- 2
Add the rule if needed
If it is not there, go to Setup, Workflow Rules, New Rule. Pick Lead, evaluate when Created, with Email not equal to null.
- 3
Add the Outbound Message
Add an Outbound Message to your campaign's participation endpoint with at least Email, FirstName and LastName. Activate it, then repeat for Contact.
- 4
Track won deals
In a Conversion campaign, add a rule on Opportunity where Won equals True, with an Outbound Message to the conversion endpoint.
Which templates work best with Salesforce?
All templates
Referral templateThe Universal Referral
Referral templateThe Milestone Referral
Referral templateRefer a FriendFAQ
Salesforce FAQ
Which Salesforce editions work?
Enterprise, Unlimited, Performance and Developer. The integration uses Outbound Messages, which other editions don't have.
Do I still need to import a CSV?
No. New leads and contacts with an email join your program as they are created.
How are won deals counted?
A rule on Opportunity sends deals marked Won to Viral Loops. The contact is marked converted, with the deal's Amount as the value. This works in Conversion campaigns.
Can one Salesforce account feed several campaigns?
Yes. Send the ReferralCode__c field with your Outbound Messages so the campaigns' data doesn't mix.
What if the workflow rule isn't created?
Add it by hand in Salesforce Setup, under Workflow Rules. The setup guide lists the object, criteria, endpoint and fields.
Does Viral Loops write referral details back to Salesforce?
The integration brings leads, contacts and won deals from Salesforce into Viral Loops. Sending referral details back to Salesforce isn't part of the setup.
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