Overview

Connect Zoho with Referral Rock to:

• Promote your program through Zoho emails

Connect your Zoho account with Referral Rock using Zapier in order to:

• Add new Zoho leads from new referrals
• Update referrals from Zoho deal stage updates
• Update referrals from Zoho lead status updates

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Prerequisites

• To add your Referral Rock account to Zapier, you will need a Public and Private API Keys. You can create them here.

Promote Sharing from Email Campaigns

Common use cases for sharing with email campaigns:

• Launch your referral program with a mass email campaign
• Add links directly to footers of all emails for awareness of your program
• Build ongoing invite campaigns for new customers

Our links make it easy for any email recipient to share with their friends. With one click, the recipient instantly gets into their Member Portal to start sharing. No passwords or registration required!

Step 1: Build Your Link

Click the button below to create a link for use in Zoho emails.

Step 2: Add Link to Email Templates

Adding your program's access link to email templates is a great way to maintain awareness of your program. Not everyone joins right away, but knowing your referral program exists helps remind people to share.

Step 3: Add the Link to your Email Campaign

1. Create an email campaign in Zoho
2. Place the Access Link as the Call-to-Action for joining your referral program
3. Send yourself a test email to verify the link works correctly
4. Send your Email Campaign to launch your referral program

Add Leads

Watch the video below to learn how to add new referrals to Zoho Leads with Zapier.

Update Referrals

Watch the video below to learn how to update the referral status from Zoho Deal stage updates.

Watch the video below to learn how to update the referral status from Zoho Lead status updates.