Connect Salesforce from GrowSurf's Integrations step

Connect Salesforce in GrowSurf first, and make sure the Salesforce user you authorize can create custom fields, assign field permissions, and manage contacts. GrowSurf uses that connection for both contact-field sync and referral-trigger settings.

Turn on the Salesforce Referral Trigger and pick the right opportunity stage

Choose the Salesforce opportunity stage that represents a real referral win for your business. Common choices are the first stage that proves sales acceptance, enrollment, or revenue qualification rather than an early exploratory stage.

Add a hold period if late-stage opportunities still fall through

If your team sees opportunities reach a target stage and then drop back out, turn on a referral trigger hold period. GrowSurf will cancel the referral if the opportunity does not remain in the chosen stage through that hold window.

Make sure the opportunity can be matched to a GrowSurf participant

GrowSurf checks the email addresses on the contacts associated with the Salesforce opportunity. For attribution to work, at least one of those contacts must already exist as a participant in the GrowSurf campaign.

• Keep participant creation turned on before referrals start reaching Salesforce.
• Confirm the opportunity has one or more associated contacts.
• Use the same email identity in Salesforce and GrowSurf so the participant match is unambiguous.

Validate the attribution in GrowSurf activity logs before you trust the report

Salesforce stage-change events are processed asynchronously. During testing, update a known opportunity, wait for GrowSurf to receive the event, and inspect the participant activity log before you assume the referral should have credited instantly.