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GeniusReferrals + Zoho CRM

GeniusReferrals + Zoho CRM

GeniusReferrals + Zoho CRM integrations

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.

  1. When this happens...
    New Referral
    New Referral
    New ReferralTriggers when a new referral is created.
  2. automatically do this!
    Create Module Entry
    Create Module Entry
    Create Module EntryCreates a new entry in a module
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More things you can do with GeniusReferrals and Zoho CRM

Discover other triggers and actions you can use with GeniusReferrals and Zoho CRM

  • GeniusReferrals triggers, actions, and search
    New Account

    Tiggers when a new account (program) is created.

    Trigger
    Polling
    Try It
    • Account Slug
      Required
    Trigger
    Polling
    Try It
    • Account Slug
      Required
    Trigger
    Polling
    Try It
    • Account Slug
      Required
    • Member's Token
      Required
    • Reference
      Required
    • Bonus Amount
      Required
    Action
    Write
    • Account Slug
      Required
    Trigger
    Polling
    Try It
    • Account Slug
      Required
    Trigger
    Polling
    Try It
    • Account Slug
      Required
    Trigger
    Polling
    Try It
    • Account Slug
      Required
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Payout Threshold
      Required
    • Is this member allowed to refer?
    • Currency
    Action
    Write
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About GeniusReferrals
Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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