Run your referral program right inside Salesforce.

Staffing Referrals captures, syncs, and updates referral data in Salesforce, so your team manages referrals without learning a new system.

Category
CRM
Setup
Days, not weeks
Invite rule
Field criteria
Source of truth
Salesforce
How it works

A layer on top of Salesforce. No rip-and-replace.

Talent networkAmbassador inviteInvites fire based on field criteria in Salesforce.
Staffing ReferralsCaptures & routesOrganic referrals sync in so attribution is never lost. Referral candidates are created in Salesforce.
SalesforceSource of truthReferral data and notes sync back. Candidate status updates from your Salesforce fields.

Recruiters keep working in Salesforce. The specific field criteria and sync are confirmed with your team during setup.

What the integration does

Referrals run on your Salesforce data.

01

Field-based ambassador invites

Talent are invited to become ambassadors based on their field criteria in Salesforce, so you control exactly who enters the program.

02

Organic referrals captured

Referrals that come in verbally or over the phone are synced into Staffing Referrals, not lost, not tracked by hand.

03

Salesforce stays the source of truth

Referral data syncs to Salesforce and adds notes to existing records. New referral candidates are created in Salesforce, and status updates from your fields.

04

Promote automatically

Reach your applicant pool with referral asks over email and SMS, and cut the manual work of tracking and managing the program.

Setup

No new system to learn.

Three steps and the program runs. Your team keeps working in Salesforce.

01

Connect Salesforce

Authorize the integration. No rip-and-replace, no data migration.

02

Map your team and jobs

Recruiters, fields, and open roles sync so referrals route to the right owner.

03

Recruiters share their page

Each recruiter adds their Recruiter Page link, and the program is live.

FAQ

Questions, answered.

No. Staffing Referrals syncs referral data to Salesforce and adds notes to existing records, so your team manages referrals where they already work.
Field criteria in Salesforce. Talent are invited based on their field values, so you control who enters the program.
Referrals that come in verbally or over the phone are synced into Staffing Referrals so they're tracked and attributed like any other referral.

See it on your own Salesforce org.

30 minutes. We'll show you exactly how referrals flow through Salesforce, with your firm's numbers.

Book a walkthrough →