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What should I check first if my Zoho integration is not working?
- Open the campaign you intended to configure.
- Check that Zoho is connected under Integrations & API.
- Confirm that you configured the correct action: Leads, Referrers or qualification.
- Review the saved field mappings and selected record type.
Why is a new lead not being sent to Zoho?
Check that the Zoho action is saved under Leads, the new-lead action is enabled, and the test person joined the campaign after the setting was configured. Check Zoho for the selected record type. If a required field is empty, return to the Lead mapping and complete every required field.
Why is a new referrer not being sent to Zoho?
Check the separate Referrers action. A person becoming a referrer is not the same trigger as a new lead joining, so the Leads action alone will not create the referrer record.
Also check the duplicate rule. If the referrer already exists in Zoho and the rule is set to do nothing, Referral Factory will not create or update that record. Choose the option that allows the existing record to be updated when that is the intended result.
Why is an existing Zoho record not appearing as a referrer?
Check the source selected in the existing-record sync: Sync Leads, Sync Contacts or Sync from Campaign. Review the required Zoho-to-Referral Factory mappings. If the person is already a Referral Factory referrer, the sync skips that record instead of creating a duplicate.
Why are Zoho fields missing from the mapping list?
Use Reload fresh data from integration, then reopen the field selector. Also check that you are mapping the correct Zoho record type because Lead and Contact fields are not the same.
Why are mapped fields not updating?
Check whether the field uses a Dynamic Value or a Fixed Value. A fixed value will not change when the person’s Referral Factory information changes. Recheck the destination field, save the mapping again and test with a dummy record.
Why did an existing Zoho record not qualify the referral?
Compare the Zoho change with the qualification rule saved in Referral Factory. Check whether you chose a Lead field, Lead-to-Contact conversion, Lead-to-Deal conversion and Deal Stage, or Contact field change. The change must match the selected condition.
If the person already existed in Zoho and the duplicate rule is set to do nothing, Referral Factory may not update that record. Choose a duplicate rule that allows the existing Lead or Contact to be updated when it needs to qualify.
Could the sync still be processing?
Yes. Processing can take up to 12 hours. Check Zoho and Referral Factory again after the record has had time to process. Large imports and qualification updates can take longer than a single-record test.
Why can’t I connect or reconnect Zoho?
Open Integrations & API and check the Zoho connection status. Follow the current connection steps again if the connection flow is available. You need to be the Account Admin or have Campaign Admin access in Referral Factory to manage campaign integrations.
When should I contact Referral Factory support?
Contact support when the connection remains unavailable, a correctly saved dummy test still does not create or update the expected record, or the qualification condition is met in Zoho but the referral remains pending. Include the campaign name, test email, Zoho record type and a screenshot of the saved setting.