> For the complete documentation index, see [llms.txt](https://support.referralhero.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.referralhero.com/campaign-builder/integrations/zoho.md).

# Zoho

The ReferralHero / Zoho integration provides seamless functionality, empowering you to:

* Import Existing Contacts from Zoho to ReferralHero
* Automatically Sync ReferralHero Subscribers to Zoho

## Import Zoho Contacts to ReferralHero

If you have existing contacts in your Zoho account and want to import/subscribe them all to your ReferralHero campaign, follow these instructions:

1. Go to your Campaign Dashboard > Edit Campaign > Add Subscribers > click on the tab **Import via Integration**.
2. If you haven't connected your Zoho account yet, please do it now by clicking on the button Setup Integration.
3. Imported subscribers will automatically receive the Welcome Email/SMS if it is enabled in your campaign.
4. Click on the button Import

We will import the subscribers into your ReferralHero campaign immediately. Depending on the number of subscribers being imported, the process may take anywhere from a few minutes to several hours.

If **Import/Export Notifications** is enabled, we’ll send you an email once the import is complete.

{% hint style="info" %}
NOTE: If you have created custom fields in your Zoho account, ReferralHero will populate them with the subscriber's values.
{% endhint %}

## Sync ReferralHero Subscribers to Zoho

If you want to automatically add ReferralHero subscribers to Zoho, follow these instructions.

### Step 1: Create custom fields in Zoho

1. Log into your Zoho account
2. Go to Setup > Customization > Modules and Fields > Contacts
3. On the Contacts page, go to Fields, then click on the button “Create and Edit Fields”
4. Create the following custom fields

| Field          | Description                                        |
| -------------- | -------------------------------------------------- |
| SUB\_ID        | Subscriber's id                                    |
| ADVOCATE\_CODE | Subscriber’s referrer’s referral code              |
| EX\_FIELD      | Subscriber's extra field value                     |
| EX\_FIELD\_2   | Subscriber's second extra field value              |
| CODE           | Subscriber's unique referral code                  |
| REF\_LINK      | Subscriber's unique referral link                  |
| TOT\_REF       | Subscriber's total number of referrals             |
| SOURCE         | Subscriber's source. If empty value will be "None" |
| LASTREF        | Timestamp of last referral                         |
| FB\_LINK       | Subscriber’s Facebook link                         |
| TW\_LINK       | Subscriber’s Twitter link                          |
| EM\_LINK       | Subscriber’s email link                            |
| POSITION       | Subscriber’s position                              |
| POINTS         | Subscriber’s total accumulated points              |
| REFERRER\_NAME | Subscriber’s referrer’s name                       |

<figure><img src="https://363135598-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsuqexOLPOWiUrWg_Ko%2Fuploads%2FhboifWucMlpsdJV5Eq3W%2Fimage.png?alt=media&amp;token=c3bb2f2c-e2e2-40c6-a1bd-4aa9d9b38ea5" alt=""><figcaption></figcaption></figure>

### Step 2: Set up Zoho integration&#x20;

1. Log into ReferralHero
2. Go to your Campaign Dashboard > Edit Campaign > Integrations > Zoho
3. Click ‘Connect your Zoho account’![](https://363135598-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsuqexOLPOWiUrWg_Ko%2Fuploads%2FnFD05gkRfrf54ODpgCzS%2Fimage.png?alt=media\&token=d9801021-cc84-409f-99dc-fd42154a0ced)
4. After you connect your account, toggle on the integration
5. Then click Save

Now, when a person signs up for your ReferralHero campaign, they will be immediately added to your Zoho account.

{% hint style="info" %}
NOTE: ReferralHero will automatically update these custom fields when a person signs up or when things change (eg: when a subscriber refers a new person, their TOT\_REF value changes).
{% endhint %}