Referly and Salesflare

How to connect Referly

When new Sale Created in Referly, create opportunity, then find or create contact in Salesflare.
When sale Updated in Referly, create opportunity, then find or create contact in Salesflare.

Referly is a referral software that helps you create a referral program for your business in minutes.

Start a workflow when this happens

Affiliate Deleted — Triggers when an affiliate is deleted from your affiliate program.
Affiliate Updated — Triggers when an affiliate is updated in your affiliate program.
New Affiliate Created — Triggers when a new affiliate joins your affiliate program.
New Referral Created — Triggers when a new referral (customer) is created in your affiliate program.
New Sale Created — Triggers when a new sale is created in your affiliate program.

Show 4 more triggers

Referral Deleted — Triggers when a referral (customer) is deleted from your affiliate program.
Referral Updated — Triggers when a referral (customer) is updated in your affiliate program.
Sale Deleted — Triggers when a sale is deleted from your affiliate program.
Sale Updated — Triggers when a sale is updated in your affiliate program.

Things Salesflare can make it do

Create Affiliate — Creates a new affiliate in your affiliate program.
Create Referral — Creates a new referral (customer) for an affiliate.
Create Sale — Creates a new sale for a referral and automatically calculates commission.
Delete Affiliate — Deletes an affiliate from your affiliate program. This action is irreversible.
Delete Referral — Deletes a referral (customer). This action is irreversible.

Show 4 more actions

Delete Sale — Deletes a sale. This action is irreversible.
Update Affiliate — Updates an existing affiliate in your affiliate program.
Update Referral — Updates an existing referral (customer).
Update Sale — Updates an existing sale and recalculates commission if needed.

Look up existing records

Find Affiliate — Finds an affiliate by ID, email, or affiliate link.
Find Referral — Finds a referral by ID, affiliate email, affiliate ID, or external ID.
Find Sale — Finds a sale by ID, affiliate email, affiliate ID, referral ID, or external sale ID.