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.
Step 1 (Optional): Create Custom Fields in Zoho
→ 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.
Step 2: Configure How Data Should Be Sent in Referral Factory
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integration step in the bottom navigation bar.
→ Scroll down until you see the option to configure settings for the Person Referring.
→ Select whether you want Referral Factory to create a Lead or a Contact in Zoho.
Step 3: Map Your Fields in Referral Factory
→ 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.
❗️ For this function to work, you must map the Fields:
{Referrer First Name} in Referral Factory to {First Name} in Zoho
{Referrer Email} in Referral Factory to {Email} in Zoho
Any Referral Factory field to {Last Name} in Zoho
Other fields are optional. We recommend that you add the field {Last Name} as a form field in the pages for the Person Referring.
Step 4 (Optional): Define Default Fields
→ You also have the option to define default fields for when the contact is created inside Zoho.
Step 5: Choose How To Handle Duplicates
→ Choose whether the Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside Zoho.
→ Click Save or Next.
Step 6: Test Whether Your Integration Is Working
Step 1: Sign Up As The Person Referring
→ 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].
Step 2: Check For New Users in Referral Factory
→ Check that the Person Referring is created in the Users tab inside Referral Factory.
Step 3: Check For New Leads/Contacts in Zoho
→ 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.
📌 Having trouble? Read the Zoho Troubleshooting Guide.