Automate your referral program by generating referral links for users, asking customers to refer their friends, and qualifying referrals when they convert.
You can automate your referral campaigns end-to-end through Referral Factory’s integration with Pipedrive. So you can grow your business without adding to your workload.
In this guide👇
- What you can do with Pipedrive and Referral Factory
- Get Started
- Configure Pipedrive
- Uninstall your Pipedrive Integration
1. What You Can Do With Pipedrive and Referral Factory
👉 Sync your Pipedrive contacts to generate their referral links.
👉 Send your new referred leads or deals straight into the Pipedrive.
👉 Qualify the referred leads that convert simply by updating things like Lead status,
👉 Deal Stage, or convert a lead into a deal and move it to a specific stage.
👉 Automatically issue rewards to the contacts who refer new business your way.
2. Get Started
You Will Need
- Any Referral Factory plan.
- Any Pipedrive account.
- A draft or published referral campaign in Referral Factory.
Please note: You cannot connect multiple Pipedrive accounts to your Referral Factory account at the same time.
Connect your Pipedrive Account with 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.
3. Configure Pipedrive
Once your Pipedrive account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).
Please note: There are two main functions to configure:
1. Sending users from Referral Factory into Pipedrive.
2. Qualifying successful referrals when a status changes in Pipedrive.
Read more about qualified referrals in this help guide.
Sending Users from Referral Factory to Pipedrive
- In the left-hand navigation bar, click Campaigns.
- Select the campaign you want to connect to Pipedrive.
- In the bottom navigation bar, click Integration.
- Select which Referral Factory users to send into Pipedrive
- Select Direct if you want to send the Person Referring.
- Select Referred if you want to send the Person Invited.
- You can select both Direct and Referred users!
Tip: If you’re only asking your existing Pipedrive contacts to refer, there is no need to send Direct users.
Please note: 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 leads. Existing contacts will be updated, depending on the user data you map between Referral Factory and Pipedrive.
Setting a Qualification Trigger
What will change in Pipedrive when you consider a referral successful?
Select from 3 options to trigger a successful or converted referral in Referral Factory: When a lead converts into a deal; when a lead converts into a deal and moves to a specific stage in a sales pipeline; or when a deal moves from one stage to another in a sales pipeline.
👉 When a lead converts into a deal
- Select ‘Create a lead’.
- Select ‘A lead would convert into a deal’.
🔗 Read more about converting leads to deals in Pipedrive here.
👉 When a lead converts into a deal and moves to a specific stage
- Select ‘Create a lead’.
- Select ‘A lead would convert into a deal, and move to a specific deal stage’.
- Select the relevant sales pipeline.
- Select the deal stage when the lead first converts into a deal, for example, ‘Contact Made’.
- Then, choose which deal stage you would categorize them as when you consider them a successful or converted referral. For example, ‘Negotiations Started’.
👉 When a deal moves from one stage to another in a sales pipeline.
- Select ‘Create a deal’.
- Select ‘The deal stage would convert’.
- Select the relevant sales pipeline.
- When Referral Factory first creates the deal in Pipedrive, choose which stage you’d like to categorize the deal as. For example, ‘Contact Made’.
- Then, choose which deal stage you would categorize them as when you consider them a successful or converted referral. For example, ‘Negotiations Started’.
🔗 Read more about deals in Pipedrive here.
👉 When a deal would be marked as won.
- Select ‘Create a deal’.
- Select ‘The deal would be marked as WON’.
- Select the relevant deal pipeline.
- When Referral Factory first creates the deal in Pipedrive, choose which stage you’d like to categorize the deal as. For example, ‘Contact Made’.
Next, you will be asked if you also want to send your Pipedrive contacts to Referral Factory.
- Select ‘Yes’ or ‘No’.
- You will be asked to complete these settings at a later stage.
Please note: Your Pipedrive contacts will not sync until your campaign setup is complete.
Tip: The fields available in these settings pull directly from your Pipedrive account. So, if you have custom fields or stages, these will be available for selection.
Mapping User Data from Referral Factory ➡️ Pipedrive
- Before you map user data, decide which data you want to sync between Referral Factory and Pipedrive.
- Create relevant form fields in your campaign Pages for Person Referring and/or Pages for Person Invited.
- Create relevant custom data fields in Pipedrive. You will likely want to create properties like ‘Campaign name’, ‘Referral link’, ‘Referrer first name’, ‘Referral Count’, and ‘Converted Referral Count’. For assistance, read Pipedrive’s help guide article.
- Click ‘Map the below fields to the fields in Pipedrive’.
- Use the dropdown options to match the relevant data between Referral Factory and Pipedrive. The options in the dropdowns will pull from your Pipedrive account.
Please note: Keep in mind that Referral Factory requires default fields ‘First Name’ and ‘Email’. If these are not mapped, the integration will not work.
- Map any additional Pipedrive values that you want to sync. Click ‘Choose your default Pipedrive values from the fields below’. These options will pull from your Pipedrive account.
- Click Next.
- Once you have configured Email Notifications, complete your Pipedrive configuration in the final step: ‘Promote your Campaign’.
Syncing Pipedrive Contacts with Referral Factory
- Select ‘Generate referral links for your CRM contacts’.
- Scroll down to ‘Sync Your Contacts’.
Tip: Remember that Referral Factory’s integration lets you send data in both directions 🔄 from Referral Factory to Pipedrive and from Pipedrive to Referral Factory. In the Integrations step of the campaign builder, you configured sending contact information from Referral Factory ➡️ Pipedrive. In this step, you configure how to send data from Pipedrive ➡️ Referral Factory.
- Choose to sync all your Pipedrive contacts.
- Select whether you want to make the sync between Pipedrive and Referral Factory ongoing or once-off.
- Click ‘Next’.
Automatically Generate Referral Links for Contacts in Pipedrive
- Before you map user data, make sure to have created a custom data field in Pipedrive for the ‘Referral link’.
- Use the dropdown options to match the relevant data between Referral Factory and Pipedrive. The options in the dropdowns will pull from your Pipedrive account.
- Click ‘Save’.
Please note: Your contacts will NOT be notified unless you choose to in the next step.
4. Uninstall your Pipedrive integration from Referral Factory
- Navigate to the Settings tab on the left-hand side.
- Under the Pipedrive logo, select 'Disconnect'.
Please note: 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.
