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What can Referral Factory and Zoho CRM do together?
Referral Factory and Zoho CRM can work together across your referral program. Existing Zoho Leads and Contacts can become referrers, new leads and referrers can be sent to Zoho, and activity in Zoho can qualify a referral in Referral Factory.
Referral Factory remains the place where you manage the campaign, referral attribution and rewards. Zoho remains the place where your team manages the people and sales records created from that campaign. For a complete example, read How Can I Automate My Referral Program With Zoho?.
Can existing Zoho Leads and Contacts become referrers?
Yes. You can sync existing Zoho Leads or Contacts into a Referral Factory campaign as referrers. Choose a one-time sync or an ongoing sync, depending on whether later Zoho changes should be reflected in Referral Factory. Follow How Can I Give Existing Zoho Contacts Their Own Referral Links?.
Can new referrers be sent to Zoho automatically?
Yes. The separate Referrers setting can create a Zoho Lead or Contact when someone becomes a new referrer in Referral Factory. See How Can I Send New Referrers to Zoho Automatically?.
Can new referral leads be sent to Zoho automatically?
Yes. The Leads setting can create a Zoho Lead or Contact when a new lead joins your campaign. You map the Referral Factory information to the Zoho fields your team needs. See How Can I Send New Leads to Zoho Automatically?.
Can Zoho automatically qualify a referral?
Yes. Referral Factory can watch a Zoho condition selected for the campaign. Depending on the record created for the lead, that condition can be a Lead field change, a Lead converting to a Contact, a Lead converting to a Deal and reaching a Deal Stage, or a Contact field change. Read How Can Zoho Automatically Mark Leads as Converted?.
Can a Zoho conversion trigger a referral reward?
A Zoho conversion can qualify the referral. Once the referral is qualified, Referral Factory applies the campaign’s reward rules. The reward still depends on how the campaign is configured; creating the Zoho record is not itself the reward.
What does a Zoho referral program look like from start to finish?
Step 1
A person joins the campaign as a referrer, or an existing Zoho Lead or Contact is added as a referrer.
Step 2
The referrer shares the referral experience and a new lead joins through that attribution.
Step 3
Referral Factory sends the new lead to Zoho when the Leads setting is configured.
Step 4
Your team works with the lead in Zoho.
Step 5
The selected Zoho conversion condition is met, so Referral Factory qualifies the referral.
Step 6
Referral Factory applies the campaign rules for any reward that is due.