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!
Step 1: Create Custom Data Fields in Pipedrive
→ For the integration to work, you will need to create a custom data field inside Pipedrive to store Referral Factory’s unique user ID for the Person Invited, which we call {Referral Code}.
→ (Optional) Should you wish to store additional referral data related to your referred user, create the relevant data fields inside Pipedrive. You could, for example, create data custom fields to house information like:
{Referrer First Name}: The name of the person who referred them
{Referrer Email Address}: The email address of the person who referred them
{Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
{Referral Link}: The referral link automatically generated for the new user (useful if you will enroll newly referred leads into your referral program)
Step 2: Configure How Data Should Be Sent in Referral Factory
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
→ Scroll down until you see the option to configure settings for the Person Invited.
→ Select whether Referral Factory should create a Lead or a Deal in Pipedrive.
Step 3(Optional): Set The Rules To Qualify A Successful Referral
→ 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 have 4 options:
👉 Option 1: When A Lead Converts Into A Deal
👉 Option 2: When A Lead Converts Into A Deal AND Moves To A Specific Stage
👉 Option 3: When A Deal Stage Changes
👉 Option 4: When A Deal Is Marked As "Won"
→ Set the rules that will auto-qualify the referred users that convert. Depending on the option you select, you may need to choose your deal pipeline, set the initial deal stage and/or the stage at which you would consider a referred user as successful.
Step 4: Map Your Fields
→ Map the data fields from Referral Factory to your Pipedrive fields using the dropdown select options. If a recently created Pipedrive field is unavailable for selection, click the refresh button.
❗️ For this function to work, you must map the fields:
{First Name},
{Email},
{Title (Lead/Deal)}
{Referral Code} (This is the custom field you created in Pipedrive)
Other fields are optional.
For the Pipedrive integration to work correctly, you need to map a data field from Referral Factory to populate in Pipedrive's default {Title} field which is used to label leads and or deals. Since you wouldn't be likely to ask for this information from your users, we recommend mapping a default Referral Factory field like {Campaign Name} or {Source}. However, you could also map other form fields you create, such as {Last Name} or {Company}.
Step 5 (Optional): Define Your Default Fields
→ You also have the option to define any default data fields for when the Lead/Deal is created inside Pipedrive.
Step 6 (Optional): Attach Information About The Person Referring
→ You also have the option to attach information about the person who made the referral. Remember that you may need to create custom fields inside Pipedrive to house this data.
Step 7: Choose How To Handle Duplicates
→ Choose whether Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside Pipedrive.
Step 8: How To Test Whether Your Integration Is Working
Step 1: Sign Up As the Person Referring
→ 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
Step 2: Sign Up As the Person Invited
→ 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].
Step 3: Check For New Users In Referral Factory
→ Navigate to the Users tab and check that both the Person Referring and the Person Invited have been created in Referral Factory.
Step 4: Check For The Person Invited in Pipedrive
→ 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.
📌 Having trouble? Read the Pipedrive Troubleshooting Guide.