Referral Factory + Zoho CRM
Create new Referral Factory users from new module entries in Zoho CRM
Streamline your contact management process with this integration. Whenever a new module entry is detected in your Zoho CRM system, it triggers an immediate response to add a new user in the Referral Factory app. This simple, direct workflow eliminates the need for manual data entry and ensures your referral network is always up-to-date. Stay organized, save time, and boost your marketing efficacy effectively.
Streamline your contact management process with this integration. Whenever a new module entry is detected in your Zoho CRM system, it triggers an immediate response to add a new user in the Referral Factory app. This simple, direct workflow eliminates the need for manual data entry and ensures your referral network is always up-to-date. Stay organized, save time, and boost your marketing efficacy effectively.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Add New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
