Zoho CRM integration guides

How Can I Automate My Referral Program With Zoho?

Setup and automation

Use Zoho CRM with Referral Factory

Integrations•Guide

Use Zoho for your sales process while Referral Factory manages referral links, attribution, qualification and campaign rewards.

5 min read

How Can I Give Existing Zoho Contacts Their Own Referral Links?

Sync existing Zoho Leads or Contacts into a Referral Factory campaign as referrers and write referral information back to Zoho.

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.

7 min read

How Can I Send New Referrers to Zoho Automatically?

Create a Zoho Lead or Contact for each new referrer and map the referrer and referral information your team needs.

How Can Zoho Automatically Mark Leads as Converted?

Use a Zoho Lead or Contact change as the campaign’s qualification condition so Referral Factory can mark the referral as converted.

Integrations•Troubleshooting

Troubleshooting

Fix Zoho CRM integration problems

Why Isn’t My Referral Factory + Zoho Integration Working?

Check the Zoho connection, action, mappings, duplicate rule and qualification condition before contacting support.