Zoho
Last updated
Last updated
The ReferralHero / Zoho integration provides seamless functionality, empowering you to:
Import Existing Contacts from Zoho to ReferralHero
Automatically Sync ReferralHero Subscribers to Zoho
If you have existing contacts in your Zoho account and want to import/subscribe them all to your ReferralHero campaign, follow these instructions:
Go to your Campaign Dashboard > Subscribers > Import and click on the tab Import from CRM.
If you haven't connected your Zoho account yet, please do it now by clicking on the button Setup Integration.
Specify a URL for the referral link. This is the URL that we will use to generate the referral link for your subscribers. For example, if you use http://mywebsite.com, the referral link will be 'http://mywebsite.com?mwr=123456'
Optional: Choose to "Send Welcome Email" at the time of import. Note, you must activate your Welcome Email in Automations before enabling the "Send Welcome Email"
Click on the button Import
We will import your subscribers into your ReferralHero campaign immediately. Depending on how many subscribers you are importing, it might take from a few minutes to several hours. We will send you an email when the import is finished.
NOTE: If you have created custom fields in your Zoho account, ReferralHero will populate them with the subscriber's values.
If you want to automatically add ReferralHero subscribers to Zoho, follow these instructions.
Log into your Zoho account
Go to Setup > Customization > Modules and Fields > Contacts
On the Contacts page, go to Fields, then click on the button “Create and Edit Fields”
Create the following custom fields
SUB_ID
Subscriber's id
MWR
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
Log into ReferralHero
Go to your Campaign Dashboard > Edit Campaign > Integrations > Zoho
After you connect your account, toggle on the integration
Then click Save
Now, when a person signs up for your ReferralHero campaign, they will be immediately added to your Zoho account.
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).
Click ‘Connect your Zoho account’