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Referral Factory + Zoho CRM

Update Zoho CRM entries when new rewards are issued in Referral Factory

Streamline your referral reward process with this automation. When a reward is issued in Referral Factory, it will prompt an entry creation or update in your Zoho CRM, keeping your customer information updated and organized. This system aids in quickly recognizing and tracking your successful referrals, making your reward programs more efficient.

Streamline your referral reward process with this automation. When a reward is issued in Referral Factory, it will prompt an entry creation or update in your Zoho CRM, keeping your customer information updated and organized. This system aids in quickly recognizing and tracking your successful referrals, making your reward programs more efficient.

  1. When this happens...
    Referral FactoryReferral Factory
    Reward Issued

    Triggers when rewards issued via zapier.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • CampaignRequired

    • Which users should we send?Required

    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
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