ReferralHero + Zoho CRM
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.
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 Referral
Triggers when a new referral is added to your campaign.
- automatically do this!Create/Update Module Entry
Create or update module entries
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CampaignRequired
Try ItCampaignRequired
Try ItCampaignRequired
Try ItCampaignRequired
Email address
Full Name
Phone Number
Address
Referrer
Conversion value
Conversion category
Referral URLRequired
Transaction ID
Double Opt-In
Source
Points
Referral Points
Extra Field
Extra Field 2
Device
Crypto Wallet Address
Lifetime spend
set referral status as
Advocate name
Tags
