Zoho Integrations

Zoho Thrive comes with built-in integrations, such as Zoho Campaigns, Zoho CRM, Zoho Marketing Automation, and Zoho Bigin.

With these integrations, you can share the following data from Thrive seamlessly:

Member Type (affiliate/direct customer/referral)
Unique Referral Link of the respective affiliate/loyalty participant that can be used to attribute referrals to them.
Referrer Email
Remaining Points: Points currently available for the loyalty participant's use.
Joined Date

In the case of Zoho CRM and Zoho Bigin, you will have to create the following fields in the Contacts module before integration in order for the data being pushed from Zoho Thrive to appear 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.

Steps to integrate:

Go to Integrations -> Zoho Integrations.
Choose an integration you wish to integrate with.
Click Connect.
Select an account from the list.

You can integrate with the above mentioned products only if you are the Admin of the account you wish to integrate with.

Once the integration is complete, Thrive will initially push all the existing data from your program to the respective system. Post, the data sync will take place at a regular interval of 12 hours.

If the sync attempt fails for five consecutive times, you will receive an email, after which you'll need to manually fix the issue and reset the configuration by enabling the toggle on the respective integration tablet.

Any manual changes to the pushed data on the integrated platforms will not be reflected in Zoho Thrive. Changes can only be made from within Thrive.

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