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ReferralHero + Zoho CRM

ReferralHero + Zoho CRM

ReferralHero + Zoho CRM integrations

Create or update Zoho CRM entries when new referrals happen in ReferralHero

Streamline your referral management by setting up this workflow between ReferralHero and Zoho CRM. Every time you get a new referral in ReferralHero, it will create or update an entry in Zoho CRM instantly. This automation ensures that all your referral data gets properly logged in your CRM, keeping track of your growth sources in an efficient and timely manner.

When this happens...
New ReferralTriggers when a new referral is added to your campaign.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with ReferralHero and Zoho CRM

Discover other triggers and actions you can use with ReferralHero and Zoho CRM

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email address
- Full Name
- Phone Number
- Address
- Referrer
- Conversion value
- Conversion category
- Referral URL
  Required
- Transaction ID
- Double Opt-In
- Source
- Points
- Referral Points
- Extra Field
- Extra Field 2
- Option Field
- Device
- Crypto Wallet Address
- Lifetime spend
- set referral status as
- Advocate name
- Tags
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Product ID
- Source
Action
Write

- Campaign
  Required
- Full Name
- Email
- Phone Number
- Crypto Wallet Address
- Option Field
- Address
- Tags
- Extra Field
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Points
- Source
- Email Unsubscribed
- SMS Unsubscribed
- City
- Country
- Qualification Status
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

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Reward
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email Address
- Phone Number
- Crypto Wallet Address
- Points
  Required
- Source
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Source
Action
Write
- Campaign
  Required
- Email address
- Amount
  Required
- Transaction ID
- Product ID
- Lifetime spend
- Phone Number
- Crypto Wallet Address
- Source
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

About ReferralHero

ReferralHero is a powerful referral marketing platform to build any type of referral program.

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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

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CRM (Customer Relationship Management)

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Related Zap Templates

Add new ReferralHero subscribers to Zoho CRM as module entries

Related Zap Templates

Add new ReferralHero subscribers to Zoho CRM as module entries