Referral Partner Status Sync (API)
What you get
A two-way link between Zoho CRM and one referral partner platform: referrals come in through the API and deal progress goes back the same way.
- Inbound referrals created as CRM contacts and deals
- Stage-to-status mapping agreed with you and the partner
- Automatic status push on every stage change
- Error logging and alerts when the partner API rejects an update
- Reconciliation report of referrals received against deals created
Who it suits
A business that receives leads from a referral network and has to report back on each one.
What we need from you
Admin access to Zoho CRM, the partner's API documentation and credentials, and a contact on the partner side for testing. No account yet? Sign up for Zoho CRM.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one Zoho organization and one partner platform, in MXN before IVA. Anything outside the scope is quoted before we start.