📌 Want to know more about Referral Factory's integration with Pipedrive? Consult the overview 📖 Pipedrive and Referral Factory: A Full Guide 📖
Step 1: Create A Custom Person Field in Pipedrive
→ Before you configure the sync between Referral Factory and Pipedrive, you will need to create a custom person field in Pipedrive to store each contact's Referral Link.
→ You may also want to create fields to store each referrer's performance metrics, i.e. the number of people they have referred [Referral Count] and the number of those referrals that have been successful [Converted Referral Count].
Step 2: Start Your Sync in Referral Factory
You can sync your Pipedrive contacts from two places in Referral Factory:
From the Promote section inside the campaign builder → Click Generate referral links for your contacts by syncing them.
From the Users Tab → Click Add Users → Click Sync Your CRM Contacts.
From the Users Tab → Click Add Users → Click Sync Your CRM Contacts.
Step 3: Choose The Contacts You Want to Sync
→ Choose if you want to sync all your contacts or a list of contacts based on filters. If you want to select a list of people based on a filter, choose the filter name from the drop-down list.
→ Click Next.
Step 4: Map Your Fields From Pipedrive To Referral Factory
→ Map the custom fields from Pipedrive to the relevant data fields in Referral Factory.
→ Click Next.
💡 If you recently created lists or properties in HubSpot and they are not showing as an available option for selection in Referral Factory, try clicking the refresh icon.
Step 5: Map Your Fields From Referral Factory To Pipedrive
→ Map the data from Referral Factory to the custom fields you have created in Pipedrive. To surface each contact's referral link inside Pipedrive, you must map the field "Referral Link".
→ Click Next.
Step 6: Confirm (With The Option To Sync Ongoing)
→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.
→ Click Start Sync.
❗️Contacts that you sync will not be automatically notified or sent their referral link, even if your email notification for the person referring is switched on. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature.
❗️This is not a two-way sync. In other words, direct users who sign up for a referral link via the Pages for the Person Referring will not be automatically added to Intercom. Should you wish to set up this function, you can do so on the Integrations step of the Campaign Builder by scrolling down to the section titled Person Referring (send direct users into Intercom).
📌 You can stop the ongoing sync from the Promote section of the campaign builder. Learn more.
Pipedrive Sync FAQs
How long does it take to sync Pipedrive contacts?
This depends on the number of contacts you’ve synced and how busy the platform is at the time of your sync. Please note that for lists of over 1000 contacts, your sync can take up to 12 hours.
How do you stop an ongoing sync?
→ From the Campaigns Tab, click Edit Campaign to enter the campaign builder.
→ If you have an active, ongoing sync, you should see a green toggle underneath the block titled “Generate referral links for your contacts by syncing them” in the Promote section.
→ Click this toggle to stop the ongoing sync.
