If your referral program is open to anyone to join, Referral Factory can create a Zoho contact when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.

To connect your Zoho account with Referral Factory make sure you are logged in to both accounts and that you have the correct permissions on both Zoho and Referral Factory.

→ Go to the Setting Tab on the left-hand navigation bar.

→ Click on the Integration and Pixels tab

→ Connect Zoho and follow the prompts to authorize

→ Should you wish to store data such as the Person Referring's referral link, referral count, converted referral count, or the name of the campaign, first create these as single line fields inside Zoho. If you plan to send your direct user to Zoho as a Lead, create the custom fields in the Leads module. If you plan to send your direct user to Zoho as a Contact, create the custom fields in the Contacts module.

→ Click Edit Campaign to enter the campaign builder.

→ Navigate to the Integrations step in the top navigation bar.

→ Select the option for “Person Referring”.

→ From the drop-down list, configure what you want Referral Factory to do when you get a new direct user signing up to become a referrer.

Either select “Create new Lead in Zoho” OR “Create new Contact in Zoho”.

If you choose “Nothing to action” our system will not do anything inside Zoho.

→ Map the data fields from Referral Factory to Zoho using the dropdown select options. If a recently created Zoho field is unavailable for selection, click the refresh button.

Below is an example of the types of fields you can map from Referral Factory to Zoho

You can choose to map Dynamic Data or Fixed Data

Think of dynamic data as personalized info and fixed data as standard info.

You can map as many fields as you like but in some cases, you may need to create a custom field in Zoho so that we can store the data in that particular field. You could, for example, create custom fields to house information like:

💡 If you recently created properties, pipelines, or deals in HubSpot and they are not showing as an available option for selection in Referral Factory, try clicking the Hard Refresh icon at the bottom of the drop-down you are trying to map to.

→ Choose whether Referral Factory should update existing contacts OR create a new Lead/Contact with the same email

→ Click Next.

We can either update your existing contacts with the information they enter when they sign up which will allow the contact/referral to qualify, create a new lead/contact with the same email OR we can do nothing and not update the contact which means the contact/referral will not qualify.

Please note that choosing to update existing contacts could override data inside Zoho.

→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step.

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Zoho. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].

→ Check that the Person Referring is created in the Users tab inside Referral Factory.

→ Check that the Lead/ Contact for the Person Referring is created in Zoho with all the data you have chosen to map across. Note that it can take up to 30 minutes for the data to pass from Referral Factory to Zoho.