Refersion + Salesflare Integration

Integrate Refersion to Salesflare in one click, or tell Integrately AI how you want each affiliate handled. Track conversions, create contacts, update opportunities, and streamline your sales pipeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare

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Ready Workflows Ready Workflows for Refersion + Salesflare Integration

Capture affiliates, organise records, keep your CRM updated, alert your team, and track conversions, all in just one click.

Most popular automationsmost-popular-automations
Salesflare + Refersion Integration

Create Refersion affiliate for new Salesflare person

If you're using Salesflare to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Salesflare, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Refersion + Salesflare Integration

Create Salesflare person for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesflare person and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Refersion + Salesflare Integration

Create Salesflare task for new Refersion affiliate

Salesflare and Refersion are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesflare - Refersion integration, you can automatically create task in Salesflare whenever a new affiliate is created in Refersion.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Refersion + Salesflare flow

Connect customer data, marketing emails, payments, and team alerts after your core pair finishes running. Pick a combination and activate it in one click.

Refersion
Salesflare
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
R
S
S
Create a Shopify customer for every new Refersion affiliate, and update the matching record in Salesflare
New Refersion affiliates immediately appear as customers in Shopify and contacts in Salesflare, keeping your e-commerce and sales platforms aligned.
S
R
S
When a Shopify order is created, record the conversion in Refersion and create an opportunity in Salesflare
Shopify store orders instantly trigger affiliate conversions in Refersion and log new sales opportunities in Salesflare without manual exports.
S
C
R
S
Use ChatGPT to analyse every new Shopify customer, create an affiliate in Refersion, and add a contact in Salesflare
ChatGPT reviews new Shopify customers to qualify them for your affiliate program in Refersion and adds them to Salesflare.

Supported triggers and actions for Refersion and Salesflare

Mix and match to build the exact automation you need

Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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What can you automate with Refersion + Salesflare?

Streamline your affiliate and sales workflows by automating data syncing, opportunity creation, and contact management across both platforms.

What you can automate?
🔄
Sync affiliates and contacts automatically
Create a new contact in Salesflare the moment an affiliate is registered in Refersion. Eliminate manual copy-pasting and keep your CRM updated in real time.
📋
Capture every submitted conversion detail
Map all available Refersion conversion parameters directly into Salesflare opportunities. Your CRM records become a comprehensive source for revenue review and follow-up.
🔔
Alert your team instantly on key events
Notify sales reps in Slack or via email whenever a high-value affiliate conversion is approved in Refersion. Ensure timely outreach on every important milestone.
🔀
Route records based on affiliate tier
Perform different actions depending on specific affiliate tags or commission tiers submitted in Refersion. Send VIP partners to dedicated sales queues while standard signups follow regular workflows.
📝
Keep CRM records up to date as statuses change
Automatically update opportunity stages in Salesflare whenever affiliate statuses or conversion approvals change in Refersion. Keep your entire sales pipeline accurate.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Salesflare before creating a new record from a Refersion event. Maintain clean data hygiene across your sales and affiliate systems.
💳
Handle payment and cancellation updates
Synchronize payment creation events and conversion cancellations from Refersion directly into Salesflare opportunities. Keep financial attribution aligned with actual deal statuses.
🌐
Extend your workflow to external apps
Trigger downstream actions in Google Sheets, Slack, or email marketing tools once your Refersion and Salesflare automation completes its primary steps.
And much more...

Who is Refersion + Salesflare integration for?

Connecting Refersion and Salesflare helps affiliate managers, sales reps, and founders eliminate manual data entry and keep pipeline tracking accurate across platforms.

Affiliate Managers
Affiliate Managers
Sales Representatives
Sales Representatives
Agency Founders
Agency Founders
Operations Teams
Operations Teams
Account Executives
Account Executives
Finance Teams
Finance Teams
📈
Affiliate Managers
You're reviewing affiliate network performance across multiple tabs, but your CRM contacts only update when someone manually exports data, so the conversion numbers you're optimising against are always outdated — with this integration, every new conversion lands in Salesflare instantly and your data stays current.
Sales Representatives
You need to follow up with high-value affiliate leads immediately, but signup notifications sit unnoticed in your inbox until hours later, meaning deals go cold before you reach out — with this integration, every new affiliate creates a Salesflare contact instantly so you can engage right away.
🤝
Agency Founders
You answer to clients who want clear visibility into their affiliate revenue and sales pipeline progress, but compiling manual reports takes hours every week — automating both apps means your conversion data and CRM records sync effortlessly to give stakeholders real-time updates.
📊
Operations Teams
The volume of new affiliate signups and customer conversions is too high for anyone to keep up by hand, leading to missed records and broken attribution — connecting these apps means every submission, contact, and conversion is processed automatically without manual effort.
💼
Account Executives
You own the sales closing process and depend on your marketing team to hand over affiliate leads, but important contact details get lost between platforms — automating both apps means every partner lead flows directly into your CRM with complete history attached.
📑
Finance Teams
You need a reliable history of affiliate payouts and customer transactions, but you keep finding gaps between your affiliate platform and sales ledger — with this integration, every payment and conversion creates an accurate record across your entire stack.
Our team

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Why choose Integrately to automate Refersion + Salesflare

Build and manage your Refersion + Salesflare automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Refersion + Salesflare with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Refersion to Salesflare?
Frequently Asked Questions
You can connect Refersion to Salesflare instantly using ready workflows on Integrately or by asking Integrately AI to build your automation. It takes just one click to link your accounts alongside popular tools like Shopify, Slack, and Google Sheets.
Can I automatically create Salesflare contacts when new Refersion affiliates sign up?
Frequently Asked Questions
Can I connect Refersion, Salesflare, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and Salesflare?
Frequently Asked Questions
How does Refersion handle affiliate creation triggers in automations?
Frequently Asked Questions
How are Salesflare contacts and opportunities updated through this integration?
Frequently Asked Questions
Can I automate Refersion and Salesflare without coding?
Frequently Asked Questions
Is the Refersion and Salesflare integration free?
Frequently Asked Questions
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You Can Also Connect Refersion or Salesflare With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion to marketing, reporting, and e-commerce platforms to manage affiliate networks and expand partner programs.
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Salesflare
Popular Salesflare Integrations
Sync Salesflare with communication, task management, and invoicing tools to streamline your sales pipeline and team follow-ups.