How to Setup Thrive Referral to CRM

How to Setup Thrive Referral to CRM

For Zoho CRM and Zoho Bigin, you’ll need to manually create the following fields in the Contacts module before setting up the integration. This ensures the data pushed from Zoho Thrive is properly mapped and visible on the respective platform.
 
Text Fields:
  • zthrivemembertype
  • zthriveuniquereferrallink
  • zthrivereferreremail,
  • zthriveremainingpoints
Date Field:
  • zthrivecampaignjoineddate
 
 To create custom fields:
  • Navigate to Setup -> Customization -> Modules and Fields.
  • Click Contacts.
  • Hover over the Standard layout and click Edit Layout.
  • Drag and drop the respective fields from under the New Fields section.
  • Rename the field with the field names provided above.
  • Click Save and Close.
For more information refer to the document on working with custom fields in Zoho CRM.

Note: Currently the Zoho CRM integration in Zoho Thrive supports syncing customer and loyalty-related data from Thrive to Zoho CRM.