Referral Rock + Zoho CRM
Create or update Zoho CRM module entries for new Referral Rock referrals
Effortlessly manage your referrals and keep your CRM updated with this simple workflow. When there's a new referral in Referral Rock, this automation will create or update a module entry in Zoho CRM for you. This not only streamlines your referral management process but also ensures your CRM stays up-to-date without any manual intervention.
Effortlessly manage your referrals and keep your CRM updated with this simple workflow. When there's a new referral in Referral Rock, this automation will create or update a module entry in Zoho CRM for you. This not only streamlines your referral management process but also ensures your CRM stays up-to-date without any manual intervention.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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- 14 day trial for premium features & apps
New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Contact TypeRequired
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Address Line
Address Line 2
Referral Code
Phone Number
Date of Birth
City
Country Subdivision
Country
Postal Code
Password
External Id
Disabled Flag
Custom Override URL
Custom Option 1 Name
Custom Option 1 Value
Custom Text 1 Name
Custom Text 1 Value
Custom Text 2 Name
Custom Text 2 Value
Send Registration Email
Payout Type
Payout Use Default Values
Payout Email
First NameRequired
Last Name
EmailRequired
Referral CodeRequired
Amount
Company Name
Phone Number
Note
Public Note
External Id
Preferred Form of Contact
Custom Option 1 Name
Custom Option 2 Name
Custom Text 1 Name
Custom Text 2 Name
Custom Text 3 Name
Custom Option 1 Value
Custom Option 2 Value
Custom Text 1 Value
Custom Text 2 Value
Custom Text 3 Value
