Troubleshoot Your Zoho Integration

1. Troubleshoot Your Zoho Sync 

🤔 Problem

You've successfully connected Zoho and have used the "Sync CRM Contacts" function to automatically add users to your referral program and send their unique referral links back into Zoho but no users have been added in Referral Factory and/or no referral links have populated into Zoho.

✅ Try This

👉  Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync. If after 12 hours, the problem persists, please contact our support team. 

🤔 Problem

You've successfully connected the Zoho integration but new referred users aren't being sent to Zoho as leads or contacts.

✅ Try This

👉 Make sure you have configured the integration settings from inside the campaign builder. Learn more here 📖 Zoho And Referral Factory Integration: A Full Guide 📖

👉 Check that all the required fields have been mapped in the integration settings. Zoho requires the following fields in order to create a lead or contact: 

→ {First Name}

→ {Last Name}

→ {Email} 

→ {Referral Code}

❗️ If these fields are not mapped, the integration will not work ❗️

👉 For some Zoho accounts, you may be required to map the following field:

→ {Company} 

👉  Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync. If after 12 hours, the problem persists, please contact our support team. 

2. Troubleshoot Your Zoho Qualification Trigger

🤔 Problem

You've configured the Zoho integration in the campaign builder but new referred users aren't being qualified according to your selected qualification option (A lead status would change; A lead would be converted into a contact; A custom lead field would change; A lead would be converted into a deal and move to a specific deal stage; A custom contact field would change)

✅ Try This

👉  Check that all the required fields have been mapped in the integration settings. Zoho requires the following fields in order to create a lead or contact: 

→ {First Name}

→ {Last Name}

→ {Email} 

→ {Referral Code}

❗️ If these fields are not mapped, the integration will not work ❗️

👉 For some Zoho accounts, you may be required to map the following field:

→ {Company} 

👉 ❗️ Make sure that you have configured the custom fields, lead conversion mapping, and workflow rule inside your Zoho account for your specific choice of qualification method ❗️ You can learn more about how to configure Zoho here.

👉  Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync. If after 12 hours, the problem persists, please contact our support team. 

3. Troubleshoot Finding Your List of Zoho Contacts To Sync

🤔 Problem

You want to sync a particular list of CRM contacts but when you search, it doesn't show in the available list in the dropdown select.

✅ Try This

👉 Check that you've spelled the name of the list correctly.

👉 If you have a significant number of lists in your CRM, we recommend scrolling to the bottom of the list multiple times. This is because only 100 lists are loaded at a time, and scrolling to the bottom will allow more lists to load.

👉 If you recently created the list, you can try resolving the issue by disconnecting your CRM integration and clearing your cache. After doing so, reconnect and attempt again to see if the list appears in the available options.