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

To connect your Pipedrive account with Referral Factory make sure you are logged in to both accounts and that you have the correct permissions on both Pipedrive and Referral Factory.

→ Go to the Setting Tab on the left-hand navigation bar.

→ Click on the Integration and Pixels tab.

→ Connect Pipedrive and follow the prompts to authorize.

→ Click Edit Campaign to enter the campaign builder.

→ Navigate to the Integrations step in the top navigation bar.

→ Select the option for “Person Referring”.

→ From the drop-down list, configure what you want Referral Factory to do when you get a new direct user signing up to become a referrer.

Either select “Create new Contact in Pipedrive” OR “Create a new Deals in Pipedrive”.

If you choose “Do Nothing” our system will not do anything inside Pipedrive.

If you select this option then Referral Factory will create a new lead inside Pipedrive whenever you get a new referred user. To set this up you need to:

→ Map the data fields from Referral Factory to your contact properties in Pipedrive.

→ Once you have mapped all your fields, click Next.

Below is an example of the types of fields you can map from Referral Factory to Pipedrive.

If you select this option then Referral Factory will create a new deal inside Pipedrive whenever you get a new referred user. To set this up you need to:

→ Map the data fields from Referral Factory to your Deal properties in Pipedrive.

→ Once you have mapped all your fields, click Next.

Below is an example of the types of fields you can map from Referral Factory to Pipedrive.

For creating both Leads or Deals - you can choose to map Dynamic Data or Fixed Data.

Think of dynamic data as personalized info and fixed data as standard info.

You can map as many fields as you like but in some cases, you may need to create additional properties inside Pipedrive so that we can store the data in that particular property. Should you wish to store referral data related to the referred user such as their referral link, the details of the person who referred them etc, firstcreate the relevant data fields inside Pipedrive. You could, for example, create properties to house information like:

💡 If you recently created properties, pipelines, or deals in Pipedrive and they are not showing as an available option for selection in Referral Factory, try clicking the Hard Refresh icon at the bottom of the drop-down you are trying to map to.

→ Choose whether Referral Factory should update existing contacts.

→ Click Next.

We can either update your existing contacts with the information they enter when they sign up which will allow the contact/referral to qualify OR we can create a new contact for that person who already exists OR we can do nothing and not update the contact which means the contact/referral will not qualify.

Please note that choosing to update existing contacts could override data inside Pipedrive.

If you would like to automatically qualify the Person Invited when they convert in Pipedrive, set the rules that will trigger the automatic qualification.

If you choose to qualify users using a different method, simply leave this section blank.

You can qualify referrals based on the following criteria:

The options available to you on this step will depend on whether or not you chose to create a new lead or a new deal in the earlier steps.

→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step.

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Pipedrive. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].

→ Once you have your referral link you can either use one of the share icons to share your referral link or click "Copy Link" and open your referral link in a different browser

→ Next, open the referral link generated for the Person Referring and sign up as the Person Invited.

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Pipedrive. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].

→ Navigate to the Users tab and check that both the Person Referring and the Person Invited have been created in Referral Factory.

→ Check that the Lead/Deal for the Person Invited is created in Pipedrive with all the data you have chosen to map across. Note that it can take up to 30 minutes for the data to pass from Referral Factory to Pipedrive.