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Can I automatically send new referrers to Zoho?
Yes. Referral Factory has a separate Referrers integration action for people who become new referrers in the campaign. It can create a Zoho Lead or Contact for each new referrer after you save the setting.
Before you start
If Zoho is not connected, open Integrations & API, select CRM, choose Zoho, select the correct Zoho region and complete the authorisation. Then open the correct campaign.
- Decide whether new referrers should be represented in Zoho as Leads or Contacts.
- Use the existing-record sync guide for people who already exist in Zoho.
When is a new referrer sent to Zoho?
The Referrers action runs for people who become new referrers after the action is configured. It does not replace the separate flow for syncing existing Zoho records.
How do I choose what happens when a referrer joins?
Step 1
Open Integrations & API in the campaign settings.
Step 2
Open the Zoho settings for Referrers.
Step 3
Choose Create New Lead In Zoho or Create New Contact In Zoho.
Step 4
Continue to the fields for that record type.
How do I create a new Lead in Zoho for each referrer?
Choose Create New Lead In Zoho and map the available Referral Factory referrer fields to the Zoho Lead fields shown. Complete the required fields, then review the duplicate-handling choice before saving.
How do I create a new Contact in Zoho for each referrer?
Choose Create New Contact In Zoho and map the available Referral Factory referrer fields to the Zoho Contact fields. The Contact path can show different destination fields from the Lead path, so configure the path you selected rather than copying the other path.
How do I map referrer information to Zoho?
Use Dynamic Value for information that should come from the new referrer and Fixed Value for a value that should be the same for every new record. Use Add More Fields for additional values, and use Reload fresh data from integration if the available Zoho fields need refreshing.
Can I send referral information to Zoho?
Referral information can be available as return fields for the campaign, including a referral link, submission form link, referral counts or promo code. Only map fields that are available in the current campaign and useful to your Zoho team.
What happens if the referrer already exists in Zoho?
Choose the duplicate option shown in the Zoho Referrers setup. The choices explain whether Referral Factory should leave the existing record unchanged, update it, or create a new record when the email already exists. The choice also explains whether the referral can later qualify.
How do I save and test the setup?
Step 1
Save the Referrers action after reviewing the record type, mapped fields and duplicate choice.
Step 2
Create a dummy referrer in the campaign.
Step 3
Check Zoho for the selected Lead or Contact and compare the mapped values.
Step 4
If the record is missing, check that the action is saved under Referrers, not Leads, then use the troubleshooting guide.