Get The Referral + Zoho CRM
Create Zoho CRM module entries for new leads in Get The Referral
Keep your Zoho CRM system updated with new leads from Get The Referral by using this seamless process. As soon as a new lead pops up in Get The Referral, it's instantly added into Zoho CRM. This simplifies lead management, offering you up-to-date information and enabling better business decision-making.
Keep your Zoho CRM system updated with new leads from Get The Referral by using this seamless process. As soon as a new lead pops up in Get The Referral, it's instantly added into Zoho CRM. This simplifies lead management, offering you up-to-date information and enabling better business decision-making.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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- 14 day trial for premium features & apps
Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate IdRequired
Product IdRequired
EmailRequired
First Name
Last Name
Phone
Address Line 1
Address Line 2
State
City
Postal Code
Best Time to Contact
External Id
Is Lead From CRM?
Note
Lead ID or Email AddressRequired
New Advocate
Triggers when a new advocate is created.
Try ItSales Rep IdRequired
EmailRequired
First NameRequired
Last NameRequired
PW
Country Code
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Parent Advocate Id
Referral Code
XTRM User Id
Advocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Sale Amount
