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 > Subscribers > Import and click on the tab Import from CRM.

2. If you haven't connected your Zoho account yet, please do it now by clicking on the button Setup Integration.

3. 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'

4. 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"

5. 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.

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
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

Step 2: Set up Zoho integration

1. Log into ReferralHero

2. Go to your Campaign Dashboard > Edit Campaign > Integrations > Zoho

3. Click ‘Connect your Zoho account’

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.

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).