Discover how Zoho and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and save them inside Zoho. Plus, import new leads and qualify them seamlessly.
Are you looking for referral program software that works with Zoho?
Get your referral program up and running, and integrated with Zoho, in just a few days.
If you already have a Referral Factory account, then keep reading to learn what you can do with your Zoho integration π
Sync Zoho Contacts with Referral Factory (and Generate Their Referral Links)
Sync all or some of your Zoho contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Zoho for easy distribution and monitoring of your referral program within your CRM.
Send Referred Users (the Person Invited) from Referral Factory to Zoho And Automatically Qualify Referrals When They Convert
Referral Factory can automatically create a new lead or contact in Zoho when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!
In addition to creating a new lead or contact in Zoho when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in Zoho using your regular workflows.
Send Direct Users (The Person Referring) to Zoho When They Sign Up For A Referral Link
If your referral program is open to anyone to join, Referral Factory can create a Lead or Deal in Zoho when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.
Track Your Sale Value For Commission-Based Rewards
If you are using your Zoho integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a field in Zoho. This means Referral Factory can automatically calculate the value of your reward!
π Having trouble with your Zoho integration? Please consult our troubleshooting guide.