Customer Referrals

Customer Referrals

Hi

We are trying to create a process where our existing contacts and customers can refer us to friends/people to generate new leads/contacts.

We are looking to get basic new lead data such as name, phone and email which we can then follow up.

We are a Zoho One user and use most of the apps so any solutions considered.

We have considered Campaigns ‘Tell a Friend’ and also sharing a Forms link but ultimately we want/need to know which one of existing contacts sent the referral link/sign up form to the new lead/contact and we can’t see a way to track this?

Many thanks !

Jonathan 


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