Referral Factory + Zoho CRM

Referral Factory + Zoho CRM integrations

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.

When this happens...
Reward IssuedTriggers when rewards issued via zapier.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Referral Factory and Zoho CRM

Discover other triggers and actions you can use with Referral Factory and Zoho CRM

- Campaign
  Required
- Which users should we send?
  Required
Trigger
Instant
Try It
- Campaign
  Required
- First Name
  Required
- Email
  Required
- Send Notification
Action
Write
- Coupon
  Required
Action
Write
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It

- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Reward
Trigger
Instant
Try It
- User Code
  Required
Action
Write
- Campaign
  Required
- User Email
  Required
Action
Write
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
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Referral Factory

The Easy Way To Build A Referral Program

HelpHelp

Related categories

Marketing Automation

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Related Zap Templates

Create new Zoho CRM module entries for Referral Factory users

Create new Referral Factory users from new module entries in Zoho CRM