👉 Sync your Pipedrive contacts to automatically generate their unique referral links, which you can then send back into Pipedrive along with their referral metrics. That way, you can distribute referral links directly from Pipedrive and monitor your referrers' performance from within your CRM.

👉 Send new referred leads generated via your referral program straight into Pipedrive as leads or deals.

👉 Qualify successful or converted leads simply by updating their lead status, by deal stage, or by converting a lead into a deal and moving it to a specific deal stage (for example, "Closed Won").

2. How To Connect Your Pipedrive Integration

What You Need:

Any Referral Factory plan.
Any Pipedrive plan.
A draft or live referral campaign in Referral Factory.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab.

→ Click Connect under the Pipedrive logo.

→ A pop-up will appear. Review the permissions and then click Allow and Install.

authorize_pipedrive

→ Success!

❗️Please note that you can only connect one Pipedrive account to Referral Factory at a time. You may be able to connect additional Pipedrive accounts via Zapier. Please consult this guide:

📖 Zapier And Referral Factory: A Full Guide 📖

3. How To Configure Your Pipedrive Integration

Once your Pipedrive account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).

❗️ If you want to sync multiple referral campaigns with Pipedrive, you will need to configure the integration for each campaign.

There are three main functions to configure to use your Pipedrive integration to its full potential:

👉 Sync all or some of your Pipedrive contacts with Referral Factory.

👉 Send users from Referral Factory into Pipedrive as leads or deals.

👉 Qualify successful referrals when a field changes or a status updates in Pipedrive.

💡 Want to know more about qualifying converted or successful referrals in general? Read this guide:

📖 How to Qualify Converted or Successful Referrals 📖

3.1. How To Sync Pipedrive Contacts with Referral Factory (and Generate Their Referral Links)

💡 The integration between Referral Factory and Pipedrive allows for seamless data transfer in both directions. You can send data from Referral Factory to Pipedrive and vice versa, ensuring that all relevant information is synchronized between the two platforms. This integration enhances the efficiency and effectiveness of your referral program by streamlining the data exchange process.

Before you configure the sync between Referral Factory and Pipedrive, you will need to create custom fields in Pipedrive for the referral data you want to sync:

Referral Link
Referral Count (optional)
Converted Referral Count (optional)

You can learn more about creating custom fields in Pipedrive's knowledge base:

🔗 Create Custom Fields 🔗

You can sync your Pipedrive contacts from two places in the Referral Factory dashboard:

👉 From the Users Tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

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👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your CRM contacts.

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→ Select whether you want to sync your Pipedrive contacts on an ongoing basis. In other words, every time you add a new contact in Pipedrive who meets the criteria you set for the sync, they will be automatically added to your referral campaign.

❗️Contacts that you sync will not be automatically notified or sent their referral link. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature. You can learn more about once-off emails here: 📖 How To Create A Once-Off Email 📖

You have the option to sync:

All your Pipedrive contacts or
A list of Pipedrive contacts based on filters

To learn more about filtering in Pipedrive, please consult their knowledge base:

🔗 Filtering in Pipedrive 🔗

→ Select whom you want to sync between Referral Factory and Pipedrive. If you want to select a list of people based on a filter, choose the filter name from the drop-down list.

→ Map the data fields for Referral Link, Referral Count (optional), and Converted Referral Count (optional) to the custom fields you have created in Pipedrive.

→ Click Next.

→ Check that the number of leads or contacts to be synced matches the number of leads or contacts in your Pipedrive account or selected list.

→ Click Next.

→ Click Save to confirm and start the sync.

→ Success!

3.2. How To Send New Users from Referral Factory to Pipedrive as Leads or Deals

Referral Factory can automatically create a new lead or deal in Pipedrive when someone signs up to participate in your referral program. In most cases, you would want to send referred users into your CRM. However, you can also send users who sign up to refer via the campaign join link (as a person referring).

📌 If a Referral Factory user is already a Pipedrive contact, don’t worry! Referral Factory will check the user’s email address against your contact list and will only create new contacts.

This function must be configured from inside the campaign builder.

→ Select the Campaigns tab from the left-hand menu bar.

→ Click Edit Campaign.

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→ Once you're inside the campaign builder, select Integration from the bottom navigation bar.

→ Select which Referral Factory users you want to send into Salesforce.

👉 Select Direct if you want to send the Person Referring and/or

👉 Select Referred if you want to send the Person Invited.

💡 If you are automatically generating referral links for your contacts through the CRM sync and not allowing people to sign up for referral links via the campaign join link, you do not need to send direct users.

💡 Not sure about what counts as a user, or the difference between the person referring and the person invited? Read this 📖 What Is A User? 📖

→ Select whether the new user should be created as a Lead or a Deal in Pipedrive. You can learn about the difference in Pipedrive's knowledge base: 🔗 Leads vs Deals 🔗

→ The next section of the page only applies if you want to automatically qualify a referral when a lead converts in Pipedrive. If you only want to send users without adding a qualification trigger, you can ignore these options. The settings for automatic qualification will be covered in the next section (click here to jump to that section).

👉 Before you begin mapping your data fields, decide which data you want to send from Referral Factory to Pipedrive.

→ Create the relevant form fields in your campaign Pages for the Person Referring and/or Pages for the Person Invited.

→ Create the relevant custom data fields in Pipedrive.

❗️For the integration to work, you must create a custom field for {Referral Code}❗️

You will likely want to create fields like "Campaign Name", "Referral link", "Referrer First Name", "Referrer Email Address", "Referral Count" and "Converted Referral Count".

👉 Once you have created the relevant data fields, continue the configuration in the integration step of the campaign builder.

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→ Click Map the below fields to the fields in Pipedrive.

→ Use the drop-down options to match the relevant data between Referral Factory and Pipedrive. The options in the drop-downs will pull directly from your Pipedrive account.

❗️Pipedrive requires that you map the following fields:

→ {First Name}

→ {Email}

→ {Title}

→ {Referral Code}

❗️ If these fields are not mapped, the integration will not work ❗️

💡 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}.

→ If you would also like to send information about the Person Referring (e.g., {First Name} and {Email}) when a new referred lead is sent to Pipedrive, toggle on the option to Pass extra data fields through with each referred user (this will attach information from the person referring). Remember that you would need to have created custom fields for this data in Pipedrive before you can map the data.

→ You also have the option to sync additional Pipedrive values that you would like to include. Simply click on Choose your default Pipedrive values from the fields below. These options will be pulled directly from your Pipedrive account.

→ Click Next.

Here is an example of how the information may appear in Pipedrive:

3.3. How To Automatically Qualify Successful or Converted Referrals

You can use Referral Factory's integration with Pipedrive to trigger a qualification in Referral Factory when a data field or status changes in Pipedrive.

💡 Are you unsure about what it means to qualify a referral? Read this help guide to learn about marking successful or converted referrals as qualified:

📖 How to Qualify Converted or Successful Referrals 📖

What will change in Pipedrive when you consider a referral successful? Select from the following options to trigger a successful or converted referral in Referral Factory:

👉 A Lead Would Convert Into A Deal

👉 When A Lead Converts Into A Deal and Moves to Any Stage

👉 A Deal Stage Would Change

👉 A Deal Would Be Marked As Won

📌 The fields available in these settings pull directly from your Pipedrive account. So, if you have custom deal stages, these will be available for selection.

3.3.1. How To Qualify A Referral in Pipedrive When A Lead Converts Into A Deal

→ Under 'When we send these users into Pipedrive, should we create a lead or a deal?', select 'Create a lead’.

→ Under 'Which of the options...', select 'Whenever Lead Converts to Deal'.

You can learn more about converting leads to deals in Pipedrive in their knowledge base: 🔗 Converting leads to deals 🔗

3.3.2. How To Qualify A Referral in Pipedrive When A Lead Converts Into A Deal and Moves to Any Stage

→ Under 'When we send these users into Pipedrive, should we create a lead or a deal?', select 'Create a lead’.

→ Under 'Which of the options...', select 'Whenever Lead Converts to a Deal With Any Stage'.

→ Select your deal pipeline.

→ Select the deal stage at which you'd like to trigger the qualification.

You can learn more about converting leads and deals in Pipedrive in their knowledge base: 🔗 Converting leads to deals 🔗.

3.3.3. How To Qualify A Referral in Pipedrive by Deal Stage

→ Under 'When we send these users into Pipedrive, should we create a lead or a deal?', select 'Create a deal’.

→ Under 'Which of the options...', select 'The deal stage would change'.

→ Select your deal pipeline.

→ Select the stage that the deal should go to when it's first created by Referral Factory.

→ Select the deal stage at which you'd like to trigger the qualification.

You can learn more about deals in Pipedrive in their knowledge base: 🔗 Deals: What they are and how to add them🔗.

3.3.4. How To Qualify A Referral in Pipedrive When a Deal is Marked as Won

→ Under 'When we send these users into Pipedrive, should we create a lead or a deal?', select 'Create a deal’.

→ Under 'Which of the options...', select 'The deal would be marked as WON'.

→ Select your deal pipeline.

→ Select the stage that the deal should go to when it's first created by Referral Factory.

You can learn more about deals in Pipedrive in their knowledge base: 🔗 Deals: What they are and how to add them🔗.

4. Uninstall your Pipedrive integration from Referral Factory

→ Navigate to the Settings tab on the left-hand side.
→ Under the Pipedrive logo, select 'Disconnect'.

disconnect_pipedrive

❗️ Once disconnected, no user data will sync between Pipedrive and Referral Factory or vice versa. However, any data that was synced before will still be available in both systems.

5. Troubleshooting

Having trouble with the Pipedrive integration? Please consult our troubleshooting guide: 📖 Troubleshoot Your Pipedrive Integration 📖