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GeniusReferrals + Zoho CRM

Create module entries in Zoho CRM from new GeniusReferrals referrals

Using Genius Referrals to capture referrals and Zoho CRM to manage your contacts? Then activate this template to streamline your workflow! With this template, whenever there's a new referral in GeniusReferrals, a corresponding Zoho CRM module entry—such as a contact—will be created automatically.

Using Genius Referrals to capture referrals and Zoho CRM to manage your contacts? Then activate this template to streamline your workflow! With this template, whenever there's a new referral in GeniusReferrals, a corresponding Zoho CRM module entry—such as a contact—will be created automatically.

  1. When this happens...
    GeniusReferralsGeniusReferrals
    New Referral

    Triggers when a new referral is created.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GeniusReferrals triggers, actions, and search

    New Account

    Tiggers when a new account (program) is created.

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    • Member's TokenRequired

    • ReferenceRequired

    • Bonus AmountRequired

    Action
    Write
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    Trigger
    Scheduled
    Try It
    • Account SlugRequired

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Payout ThresholdRequired

    • Is this member allowed to refer?

    • Currency

    Action
    Write
geniusreferrals logo
geniusreferrals logo

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.
Help

Related categories

  • Marketing Automation

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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