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How Can I Send New Leads to Zoho Automatically?
Create a Zoho Lead or Contact when a new lead joins your referral campaign, then map the correct fields and duplicate handling rule.
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Can I automatically send new leads to Zoho?Before you startHow do I choose what happens when a lead joins?How do I create a new Lead in Zoho?How do I create a new Contact in Zoho?How do I map Referral Factory fields to Zoho?How do I choose what happens if the person already exists?How do I save and test the setup?When is the lead sent to Zoho?Does sending a lead to Zoho automatically qualify the referral?
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