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Referral Factory + Zoho CRM

Create new Zoho CRM module entries for Referral Factory users

Easily add new Referral Factory users to your Zoho CRM by setting up this workflow. Whenever a new user joins your referral program, this automation will create a Module Entry in your Zoho CRM, ensuring you have all their information in one place. Stay organized and save time by streamlining your user management process.

Easily add new Referral Factory users to your Zoho CRM by setting up this workflow. Whenever a new user joins your referral program, this automation will create a Module Entry in your Zoho CRM, ensuring you have all their information in one place. Stay organized and save time by streamlining your user management process.

  1. When this happens...
    Referral FactoryReferral Factory
    New User

    Triggers when a new user has been referred to your campaign. This is often called a new referred lead.

    TriggerInstant
  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?
    • CampaignRequired

    • Which users should we send?

    Trigger
    Instant
    Try It
    • CampaignRequired

    • First NameRequired

    • EmailRequired

    • Send Notification

    Action
    Write
    • CouponRequired

    Action
    Write
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • Reward

    Trigger
    Instant
    Try It
    • User CodeRequired

    Action
    Write
    • CampaignRequired

    • User EmailRequired

    Action
    Write
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
referral-factory logo
referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn moreHelp

Related categories

  • Marketing Automation

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zoho-crm logo
zoho-crm logo

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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