Referral Rock + Zoho CRM
Create referrals in Referral Rock for new contacts in Zoho CRM
Save time and streamline your referral process by automating the addition of new contacts from Zoho CRM directly into Referral Rock. With this workflow, each time a new contact is added in Zoho CRM, they will also be included as a referral in Referral Rock, ensuring a seamless and efficient way to manage and grow your referral network.
Save time and streamline your referral process by automating the addition of new contacts from Zoho CRM directly into Referral Rock. With this workflow, each time a new contact is added in Zoho CRM, they will also be included as a referral in Referral Rock, ensuring a seamless and efficient way to manage and grow your referral network.
- When this happens...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.
- automatically do this!Add Referral
Adds a new referral from a member.
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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
