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Integration Guide

How to Track Referrals in Salesforce with GrowSurf

Sync GrowSurf referral fields into Salesforce contacts so sales and success teams can see share links, referral status, and referrer context without manual exports.

Want the full setup walkthrough?

Use these docs for exact setup steps, supported fields, and troubleshooting.

GrowSurf Salesforce integration docs Salesforce page layout guide

GrowSurf can automatically add or update Salesforce contacts with GrowSurf field labels when new participants enter your campaign. That keeps referral data on the Salesforce record your team already uses instead of burying it in separate spreadsheets or ad hoc exports.

The workflow here is native contact-field sync: connect Salesforce in GrowSurf, give the fields the right visibility, and place the fields on the page layouts your team works from every day.

Integration Steps

Connect Salesforce in GrowSurf before you import or add participants

GrowSurf Campaign Editor integrations screen with the Connect to Salesforce button
Connect Salesforce first so GrowSurf can start creating the custom contact fields and syncing participant data as new people enter the campaign.

In Campaign Editor > 4. Options > Integrations, connect Salesforce before you import participants. GrowSurf only syncs Salesforce contact data after the integration is enabled, so connecting late creates unnecessary cleanup work.

Review field-level security if other Salesforce users cannot see the GrowSurf fields

Salesforce contact field settings with the Set Field-Level Security button
Salesforce admins may need to update field-level security so the GrowSurf fields stay visible to the teams who rely on them.

After the sync is live, GrowSurf fields are available in Salesforce automatically. If other users still cannot see them, open Setup > Object Manager > Contact > Fields and Relationships, review the GrowSurf fields, and confirm the right profiles keep access.

Add the GrowSurf fields to the contact page layouts your team actually uses

Salesforce Contact page layouts screen
The fastest path is to edit the page layout your sales or success team already uses and drag the GrowSurf fields into a visible section.
Salesforce contact record with GrowSurf custom fields visible on the page layout
Once the layout is updated, GrowSurf values such as share link, referral status, and referral counts are visible right on the contact record.

For most teams, the most useful fields to expose first are growsurf_share_url__c, growsurf_referral_status__c, growsurf_total_referral_count__c, growsurf_referrer_email__c, and growsurf_next_milestone__c.

Decide how Salesforce teams should use the synced referral fields

  • Expose the participant's GrowSurf share URL so sales or success teams can confirm the referral link attached to that person.
  • Use referral status and referral counts in filtered views, handoff notes, and lifecycle reporting.
  • Keep referrer context on the contact record so teams are not asking for manual referral exports.

Validate the sync with a participant you can trace back to GrowSurf

Open a known participant in GrowSurf, then look up the same email in Salesforce. If the share URL, referral status, referrer email, and referral counts match, your CRM tracking layer is grounded in the same source of truth GrowSurf is using.

Tips

Connect before participants start flowing

GrowSurf only syncs Salesforce contact data after the integration is connected. Enabling Salesforce late usually means you need to backfill participants or clean up missing contact records manually.

Let GrowSurf own the referral fields

Do not hand-edit GrowSurf's custom contact fields in Salesforce. Treat them as system-managed referral context that other teams can read, filter, and report on.

Check API access and field permissions early

If the connection fails or the fields are invisible to other users, start with Salesforce permissions. The connected Salesforce user needs API access plus permission to create custom fields, assign field security, and manage contacts.

Recommended Guides

How to Build Referral Reports and Dashboards in Salesforce with GrowSurf

Build Salesforce reports and dashboards on top of GrowSurf-synced contact fields so your team can separate referred pipeline from the rest of the CRM.

View Guide →

How to Attribute Salesforce Opportunities to Referrals with GrowSurf

Use GrowSurf's Salesforce Referral Trigger to credit referrals when an opportunity reaches the stage that actually matters to your pipeline.

View Guide →

How to Sync GrowSurf Referral Data into HubSpot CRM

Use the native HubSpot sync so your team can see share links, referral status, and referrer details on the contact record.

View Guide →

FAQ

Which Salesforce fields does GrowSurf create?

GrowSurf creates contact fields for values such as share URL, participant ID, referral status, referrer details, referral counts, invite counts, impression counts, and milestone text. The most commonly used fields are the share URL, referral status, referral count, referrer email, and next milestone fields.

Does GrowSurf sync Salesforce Leads or Contacts?

GrowSurf creates or updates Salesforce Contact objects. If your own forms or automations also create Salesforce Leads, you may see both a Lead and a Contact in Salesforce unless your team has already designed around that behavior.

What should I do if other Salesforce users cannot see the GrowSurf fields?

Check field-level security and page-layout placement. The fields can exist in Salesforce but still be hidden from some profiles until an admin updates the field security and adds those fields to the layouts your team uses.

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