Sync your firm to the Litify Referrals Web App so you can send referrals, receive referrals, and connect your information between the web app and your Salesforce Litify org. All firms on Litify must create a Litify Referrals Network account to use referrals.
You must also sync LRN firms and case types to your org to enable all referrals processes on Litify.
How to Sync Litify to the Referrals Web App
1. Log In to Web App From Salesforce
- Log in to Litify.
- Navigate to the App Launcher > Litify Setup.
- Navigate to Litify Referral Pro Settings > Login and Sync Referrals.
- Log in to your firm's Litify Referrals Web App account.
2. Configure Advanced Sync Settings
- Navigate to Litify Referral Pro Settings > Advanced Sync Settings.
- Define your Sync intervals for all referrals, firms, case types.
- Select Activate individually or Activate All to begin syncs.
- Data begins syncing after activation.
You can also select Force Sync to push an update immediately.