Sync your Zoho contacts to generate unique referral links for each of them. Send these links along with each referrer’s stats back to Zoho for easy distribution and monitoring of your referral program within your CRM.
This guide will show you step by step how to successfully sync your Zoho contacts with your referral program.
Step 1: Create A Custom Field in Zoho
→ Before you configure the sync between Referral Factory and Zoho, you will need to create a custom field in Zoho to store each contact's Referral Link.
→ You may also want to create custom fields to store each referrer's performance metrics, i.e. the number of people they have referred [Referral Count] and the number of those referrals that have been successful [Converted Referral Count].
Step 2: Start Your Sync in Referral Factory
You can sync your Zoho contacts from two places in Referral Factory:
From the Promote section inside the campaign builder → Click Generate referral links for your contacts by syncing them.
From the Users Tab → Click Add Users → Click Sync Your CRM Contacts.
Step 3: Choose The Contacts You Want to Sync
→ Choose if you want to sync leads, contacts or members of a specific campaign. If you want to select a campaign, choose the campaign name from the drop-down list and select whether you want to sync Leads or Contacts inside the campaign.
→ Click Next.
Step 4: Map Your Fields From Zoho To Referral Factory
→ Map the custom fields from Zoho to the relevant data fields in Referral Factory.
→ Click Next.
Step 5: Map Your Fields From Referral Factory To Zoho
→ Map the data from Referral Factory to the custom fields you have created in Zoho. To surface each contact's referral link inside Zoho, you must map the field "Referral Link".
→ Click Next.
💡 If you recently created lists or properties in HubSpot and they are not showing as an available option for selection in Referral Factory, try clicking the refresh icon.
Step 6: Confirm (With The Option To Sync Ongoing)
→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.
→ Click Start Sync.
❗️Contacts that you sync will not be automatically notified or sent their referral link, even if your email notification for the person referring is switched on. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature.
❗️This is not a two-way sync. In other words, direct users who sign up for a referral link via the Pages for the Person Referring will not be automatically added to Zoho. Should you wish to set up this function, you can do so on the Integrations step of the Campaign Builder by scrolling down to the section titled Person Referring (send direct users into Zoho).
📌 You can stop the ongoing sync from the Promote section of the campaign builder. Learn more.
Zoho Sync FAQs
How long does it take to sync Zoho contacts?
This depends on the number of contacts you’ve synced and how busy the platform is at the time of your sync. Please note that for lists of over 1000 contacts, your sync can take up to 12 hours.
How do you stop an ongoing sync?
→ From the Campaigns Tab, click Edit Campaign to enter the campaign builder.
→ If you have an active, ongoing sync, you should see a green toggle underneath the block titled “Generate referral links for your contacts by syncing them” in the Promote section.
→ Click this toggle to stop the ongoing sync.
