Discover how Pipedrive and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and save them inside Pipedrive. Plus, import new leads and qualify them seamlessly.
Are you looking for referral program software that works with Pipedrive?
Get your referral program up and running, and integrated with Pipedrive, in just a few days.
If you already have a Referral Factory account, then keep reading to learn what you can do with your Pipedrive integration 👇
What You Can Do With Pipedrive and Referral Factory
👉 Sync your Pipedrive contacts to generate their referral links. Learn how.
👉 Send your new referrals straight into the Pipedrive as leads or deals. Learn how.
👉 Automatically qualify the referred contacts who convert. Learn how.
👉 Create a new Pipedrive contact when someone signs up for a referral link. Learn how.
👉 Track your sale value for commission-based rewards from a Pipedrive deal. Learn how.
Sync Pipedrive Contacts with Referral Factory (and Generate Their Referral Links)
Sync all or some of your Pipedrive contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Pipedrive for easy distribution and monitoring of your referral program within your CRM.
👉 Learn how
Send Referred Users from Referral Factory to Pipedrive
Referral Factory can automatically create a new lead or deal in Pipedrive when someone signs up using their friend's referral link. That way, your team can pick up the referral without skipping a beat!
👉 Learn how
Automatically Qualify Successful Referrals Using Your Usual Pipedrive Workflows and Pipelines
In addition to creating a new lead or contact in Pipedrive when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in Pipedrive using your regular workflows.
👉 Learn how
Send Direct Users (The Person Referring) to Pipedrive When They Sign Up For A Referral Link
If your referral program is open to anyone to join, Referral Factory can create a Lead or Deal in Pipedrive when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.
👉 Learn how
Track Your Sale Value For Commission-Based Rewards
If you are using your Pipedrive integration to qualify referrals and want to issue commission-based rewards for those referrals, you can automatically track your sale value from a field in Pipedrive. This means Referral Factory can automatically calculate the value of your reward!
👉 Learn how
📌 Having trouble with your Pipedrive integration? Please consult our troubleshooting guide.