How to connect Refersion and Salesforce
Refersion and Salesforce integration is available through workflow automation tools – Zapier or Integrately. With the combination of 10 Refersion triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for Refersion and Salesforce Integration
The integration of Refersion and Salesforce can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.
- Add important tasks to a personal to-do list
- Distribute content across social media platforms
- Add leads to a nurture campaign
- Enrich your leads with extra data
- Enroll customer in an online course
Workflow Automation Platforms supported by Refersion and Salesforce
Want to automate the exchange of data between Refersion and Salesforce without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
Refersion and Salesforce Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Refersion and Salesforce. Nevertheless, understanding the pricing aspects is crucial.
For those seeking pricing information on automation services that support Refersion and Salesforce integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Triggers and Actions supported by Refersion and Salesforce
When integrating Refersion and Salesforce, you typically seek automation that suits your business requirements.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Refersion with Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Refersion and Salesforce integration
Step 1: Use a Workflow Automation Service that is compatible with both Refersion and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Refersion and Salesforce on the chosen automation service.
60 seconds
60 secondsStep 3: Select a Trigger for Refersion that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Salesforce. Explore Actions
15 seconds
15 secondsStep 5: Specify the data that will be exchanged between Refersion and Salesforce by configuring the appropriate settings.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Refersion
Take a look at the other popular Refersion integrations that are available. Refersion Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Refersion and Salesforce integration Diagram
Frequently Asked Questions
Does Refersion integrate with Salesforce?
- You can connect Refersion and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier or Integrately to link Refersion and Salesforce.
Can you Integrate Refersion and Salesforce for free?
- Yes, you can use the free plan of Zapier or Integrately to connect Refersion to Salesforce for free, albeit with some limitations.