If your referral program is open to anyone to join, Referral Factory can create a Pipedrive contact when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.
📌 Want to know what else you can do with Referral Factory and Pipedrive? Read the overview.
Step 1: Connect your Pipedrive account with Referral Factory
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.
Step 2: Configure Your Pipedrive Integration
→ 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 Lead” in Pipedrive OR “Create a new Deal” in Pipedrive.
If you choose “Nothing To Action" our system will not do anything inside Pipedrive.
Step 3: Map Your Fields
Creating a new Lead in Pipedrive
If you select this option then Referral Factory will create a new lead inside Pipedrive whenever you get a new direct 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.
❗️ You must map the fields Name (Person) and Title (Lead/Deal). Other fields are optional.
Below is an example of the types of fields you can map from Referral Factory to Pipedrive
Creating a new Deal in Pipedrive
If you select this option then Referral Factory will create a new deal inside Pipedrive whenever you get a new direct 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.
❗️ You must map the Pipeline, Deal Stage, Title (Lead/Deal), and Name (Person). Other fields are optional.
Below is an example of the types of fields you can map from Referral Factory to Pipedrive.
You can choose to map Dynamic Data or Fixed Data
Dynamic Data changes based on what users enter, like their First Name, Email, or Phone Number.
Fixed Data stays the same for everyone, like Lead Source or Lifecycle Stage.
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:
{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 referred leads into your referral program)
{Referral Count}: The number of referrals a person referring has made
💡 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.
Step 4: Choose How To Handle Duplicates
→ 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.
Step 5: 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].
→ Check that the user is created in the Users tab inside Referral Factory.
→ Check that the Lead/Deal is created in Pipedrive.
Step 2: 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 3: Check For The Person Referring in Pipedrive
→ Check that the Lead/Deal for the Person referring 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.