Zoho and Referral Factory: An Overview

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 👇


What You Can Do With Zoho and Referral Factory 

👉 Sync your Zoho contacts to generate their referral links. Learn how. 

👉 Send your new referred leads generated via your referral program straight into Zoho. Learn how. 

👉 Automatically qualify the referred contacts who convert. Learn how

👉 Create a new Zoho lead or contact when someone signs up for a referral link. Learn how.

👉 Track your sale value for commission-based rewards from a Zoho deal. Learn how.

 


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.

👉 Learn how

 

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Send Referred Leads from Referral Factory to Zoho

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!

👉 Learn how

 

zoho-referral-factory-integration-send-new-referred-leads


Automatically Qualify Successful Referrals Using Your Usual Zoho Workflows and Pipelines

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. 

👉 Learn how

 

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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.

👉 Learn how


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!

👉 Learn how


📌 Having trouble with your Zoho integration? Please consult our troubleshooting guide.