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:
- 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).
- 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.