How can I connect GrowSurf to trigger referrals when I move deals in my CRM?

Let's say you are using a CRM (e.g, Salesforce, HubSpot) for your sales process, and you want to trigger referrals when you move a new deal to won.

There are two ways you can trigger referrals:

  1. Manually from the dashboard. When you close a deal as won, you can trigger the referral on behalf of the newly won lead from your GrowSurf dashboard, which will unlock reward(s).
  2. Programmatically via REST API. Because GrowSurf provides a REST API, you can automate triggering referrals so that every time you move a deal in your CRM to the Closed - Won column, that will automatically trigger a referral.
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