Referral Factory + Zoho CRM

Update Zoho CRM entries when new rewards are issued in Referral Factory

Streamline your referral reward process with this automation. When a reward is issued in Referral Factory, it will prompt an entry creation or update in your Zoho CRM, keeping your customer information updated and organized. This system aids in quickly recognizing and tracking your successful referrals, making your reward programs more efficient.

Streamline your referral reward process with this automation. When a reward is issued in Referral Factory, it will prompt an entry creation or update in your Zoho CRM, keeping your customer information updated and organized. This system aids in quickly recognizing and tracking your successful referrals, making your reward programs more efficient.

  1. When this happens...
    Referral FactoryReferral Factory
    Reward Issued

    Triggers when rewards issued via zapier.

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

    Create or update module entries

    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
referral-factory logo
referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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