Referral Factory + Zoho CRM

Create new Zoho CRM module entries for Referral Factory users

Easily add new Referral Factory users to your Zoho CRM by setting up this workflow. Whenever a new user joins your referral program, this automation will create a Module Entry in your Zoho CRM, ensuring you have all their information in one place. Stay organized and save time by streamlining your user management process.

Easily add new Referral Factory users to your Zoho CRM by setting up this workflow. Whenever a new user joins your referral program, this automation will create a Module Entry in your Zoho CRM, ensuring you have all their information in one place. Stay organized and save time by streamlining your user management process.

  1. When this happens...
    Referral FactoryReferral Factory
    New User

    Triggers when a new user has been referred to your campaign. This is often called a new referred lead.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Reward

    Trigger
    Instant
    Try It
    • User CodeRequired

    Action
    Write
    • CampaignRequired

    • User EmailRequired

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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
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referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn more

Related categories

  • Marketing Automation

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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