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Why use Referral Factory if I already use Zoho?
You do not need to move your sales process out of Zoho. Referral Factory adds the referral link and sharing experience, tracks attribution, uses the Zoho change that represents success to qualify the referral, and applies the campaign reward rules.
What can I automate between Referral Factory and Zoho?
You can sync existing Zoho Leads and Contacts as referrers, send new referrers into Zoho, send new leads through the Lead or Contact path, and qualify referrals from a Lead field change, Lead conversion, Deal Stage change or Contact field change.
How do existing Zoho Leads and Contacts become referrers?
Existing Zoho Leads and Contacts can be synced into a Referral Factory campaign as referrers. This gives the people already in Zoho a Referral Factory referral link and sharing option. Follow How Can I Give Existing Zoho Contacts Their Own Referral Links?.
What happens when someone makes a referral?
The referrer shares through Referral Factory. A new lead is sent into Zoho through the selected Lead or Contact path, and your team continues working that record in Zoho. Configure this using How Can I Send New Leads to Zoho Automatically?.
How does Zoho tell Referral Factory that the referral succeeded?
A Lead can qualify when a field changes, converts to a Contact, or converts to a Deal and reaches a selected Deal Stage. A Contact can qualify when a selected field changes. This lets you match qualification to your existing Zoho sales process.
What happens after Referral Factory qualifies the referral?
Referral Factory updates the referral status and applies the campaign rules. If your campaign rewards qualified referrals, the reward process can then begin.
What would the full automated journey look like with Zoho?
An existing Zoho Lead or Contact becomes a referrer and receives a Referral Factory link and sharing option. They share it, a new lead enters Zoho through the selected record path, and your team works it normally. When the chosen Lead conversion, Deal Stage or field-change condition is met, Referral Factory qualifies the referral and the campaign reward process can begin.
What stays in Zoho and what stays in Referral Factory?
Zoho remains the place for Lead, Contact and Deal work. Referral Factory remains the place for the campaign, referrer experience, attribution, qualification rule and rewards. If something does not work as expected, use Why Isn’t My Referral Factory + Zoho Integration Working?.