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Pipedrive And Referral Factory: An Overview

Discover how Pipedrive and Referral Factory enhance your referral program: sync contacts, generate referral links, and import new leads.

Updated over 2 months ago

Are you looking for referral program software that works with Pipedrive?

Get your referral program up and running, and integrated with Pipedrive, in just a few days.

If you already have a Referral Factory account, then keep reading to learn what you can do with your Pipedrive integration πŸ‘‡

Sync Pipedrive Contacts with Referral Factory (and Generate Their Referral Links)

Sync all or some of your Pipedrive contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Pipedrive for easy distribution and monitoring of your referral program within your CRM.

Send Referred Users (the Person Invited) from Referral Factory to Pipedrive And Automatically Qualify Referrals When They Convert

Referral Factory can automatically create a new lead or deal in Pipedrive when someone signs up using their friend's referral link. That way, your team can pick up the referral without skipping a beat!

πŸ‘‰ Learn how

In addition to creating a new lead or contact in Pipedrive when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in Pipedrive using your regular workflows.

πŸ‘‰ Learn how

Send Direct Users (The Person Referring) to Pipedrive When They Sign Up For A Referral Link

If your referral program is open to anyone to join, Referral Factory can create a Lead or Deal in Pipedrive when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.

πŸ‘‰ Learn how

Track Your Sale Value For Commission-Based Rewards

If you are using your Pipedrive integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a field in Pipedrive. This means Referral Factory can automatically calculate the value of your reward!

πŸ“Œ Having trouble with your Pipedrive integration? Please consult our troubleshooting guide.

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