Pipedrive And Referral Factory Integration: A Full Guide

Discover how Pipedrive and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and track metrics inside Pipedrive. Plus, import new leads and qualify them seamlessly.

pipedrive referral program

Are you looking for referral software that works with Pipedrive? 

Get your referral program up and running, and integrated with Pipedrive, in just a few days πŸ‘‰ Try Referral Factory for free for 15 days!

If you already have a Referral Factory account, then keep reading to learn how to set up your integration πŸ‘‡



In this guideπŸ‘‡

1. What You Can Do with Pipedrive and Referral Factory πŸš€

2. How To Connect Your Pipedrive Integration

3. How To Configure Your Pipedrive Integration

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

3.2. How To Send Referred Users (The Person Invited) from Referral Factory to Pipedrive

3.3. How To Send Referred Users (The Person Invited) from Referral Factory to Pipedrive AND Automatically Qualify Them When They Convert

3.4. How To Send Direct Users (The Person Referring) to Pipedrive When They Sign Up For A Referral Link

3.5. How To Track Your Sale Value For Commission-Based Rewards

4. Uninstall your Pipedrive Integration from Referral Factory

5. Troubleshooting


1. What You Can Do With Pipedrive and Referral Factory πŸš€

πŸ‘‰ Sync all or some of 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.

πŸ‘‰ Send new referrals generated via your referral program straight into Pipedrive as leads or deals.

πŸ‘‰ Qualify successful or converted leads simply based on the following Pipedrive actions:

⚑️ Whenever a lead converts into a deal

⚑️ Whenever a lead converts into a deal AND moves to a specific stage

⚑️ Whenever a deal stage changes

⚑️ Whenever a deal is marked as "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.

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

β†’ Click Connect under the Pipedrive logo. 

β†’ A pop-up will appear. Review the permissions and then click Allow and Install.

 

❗️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:

πŸ“– Zapier And Referral Factory: A Full Guide πŸ“– 


 

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:

πŸ‘‰ Sync all or some of your Pipedrive contacts with Referral Factory.

πŸ‘‰ Send users (direct or referred) from Referral Factory into Pipedrive as leads or deals.

πŸ‘‰ Qualify successful or converted referrals when a field changes or a status updates in Pipedrive.


 

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

 

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: 

πŸ”— Create Custom Fields πŸ”—

 

You have the option to sync:

πŸ‘‰ All your contacts

πŸ‘‰ Contacts who meet the criteria of a saved filter. To learn more about filtering in Pipedrive, please consult their knowledge base: πŸ”— Filtering in Pipedrive πŸ”—

 

 

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

πŸ‘‰ From the Users Tab: β†’ Click Add Users β†’ Click Sync Your CRM Contacts.

πŸ‘‰ From the Campaigns tab: β†’ Click Sync Your Contacts.

πŸ‘‰ From the Promote section inside the campaign builder: β†’ Click Generate referral links for your contacts by syncing them.

 

β†’ Select whom you want to sync between Referral Factory and Pipedrive. If you want to sync contacts from a saved filter, choose the filter name from the drop-down list. 

β†’ Click Next.

pipedrive-referral-factory-sync-contacts-to-generate-referral-links

β†’ Map the contact fields from Pipedrive to the relevant fields in Referral Factory. 

β†’ Click Next

pipedrive-referral-factory-sync-generate-referral-links-map-data-fields

β†’ Map the data from Referral Factory to the fields you have created in Pipedrive. To surface each contact's referral link inside Pipedrive, you must map the field "Referral Link"

β†’ Click Next.  

pipedrive-referral-factory-sync-generate-referral-links-map-referral-link-field

β†’ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing. 

πŸ“Œ You have the option to toggle the ongoing sync on or off from the Promote section of the campaign builder.

β†’ Click Start Sync.

pipedrive-referral-factory-generate-referral-links-ongoing-sync

❗️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: πŸ“– How To Create A Once-Off Email πŸ“– 


3.2. How To Send Referred Users (The Person Invited) from Referral Factory to Pipedrive

 

Referral Factory can automatically create a new contact and/or a new deal in Pipedrive when someone signs up using their friend's referral link. Along with all the information they fill in on the Pages for the Person Invited, we can include the details of the person who referred them as well as any default fields you choose to include. This option allows you to simply send new referral leads or deals into Pipedrive without any automatic qualification. For details on how to send referred leads AND automatically qualify them, please skip to the next section

 

πŸ‘‰ Before you begin, decide which data you want to send from Referral Factory to Pipedrive.

β†’ Create the relevant form fields in your campaign Pages for the Person Invited. 
β†’ Create the relevant custom data fields in Pipedrive.

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

 

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

β†’ Click Edit Campaign to enter the campaign builder. 

β†’ Navigate to the Integration step in the bottom navigation bar. 

β†’ Scroll down until you see the option to configure settings for the Person Invited.

β†’ Select whether Referral Factory should create a new contact or also create a new deal in Pipedrive.

send-referred-users-person-invited-from-referral-factory-to-pipedrive-choose-contact-deal

β†’ Skip the section called "Set rules that will auto-qualify the referred users that convert".

send-referred-users-person-invited-from-referral-factory-to-pipedrive-skip-qualify-map-fields

β†’ Use the dropdown options to map the data fields from Referral Factory to Pipedrive. To create a lead or contact in Pipedrive, you must map:

  • First Name 
  • Email
  • Title (Lead/Deal)

πŸ’‘ 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}.

β†’ Optionally, add the values for any default fields

β†’ Optionally, attach information about the person who made the referral. Note that you will need to create fields inside Pipedrive to store this data.  

πŸ’‘ If you don't see recently created Pipedrive fields, use the refresh button:

refresh-button-referral-factory

β†’ Choose how to handle duplicate records inside Pipedrive. 

β†’ Click Save or Next. 

 

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

pipedrive-referrals-how-information-will-look


 

3.3. How To Send Referred Users (The Person Invited) from Referral Factory to Pipedrive AND Automatically Qualify Them When They Convert

 

Referral Factory can automatically create a new lead or contact in Pipedrive when someone signs up using their friend's referral link AND track if something changes in Pipedrive to automatically qualify them (i.e., mark them as a successful or converted referral), which, in turn, could trigger a reward to the person who referred them. 

 

You have the following options to automatically qualify a referred user via Pipedrive:

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"

The setup for each of these options is very similar. 

 

πŸ‘‰ Before you begin, decide which data you want to send from Referral Factory to Pipedrive.

β†’ Create the relevant form fields in your campaign Pages for the Person Invited.

β†’ Create the relevant custom data fields in Pipedrive.

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

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

 

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

β†’ Click Edit Campaign to enter the campaign builder. 

β†’ Navigate to the Integration step in the bottom navigation bar. 

β†’ Scroll down until you see the option to configure settings for the Person Invited.

β†’ Select whether Referral Factory should create a new contact or also create a new deal in Pipedrive. (Note that the option you choose will affect which qualification options become available to you.)

send-referred-users-person-invited-from-referral-factory-to-pipedrive-choose-contact-deal

β†’ 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. 

example-qualification-settings-pipedrive-referral-factory-deal-stage

β†’ Use the dropdown options to map the data fields from Referral Factory to Pipedrive. You must map:

  • First Name 
  • Email
  • Title (Lead/Deal)
  • Referral Code (This is the custom field you created in Pipedrive)

πŸ’‘ 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}.

β†’ Optionally, add the values for any default fields

β†’ Optionally, attach information about the person who made the referral

πŸ’‘ If you don't see recently created Pipedrive fields, use the refresh button:

refresh-button-referral-factory

β†’ Choose how to handle duplicate records inside Pipedrive. 

β†’ Click Save or Next. 

send-referred-users-person-invited-from-referral-factory-to-pipedrive-qualify-map-fields


 

3.4. How To Send Direct Users (The Person Referring) to Pipedrive When They Sign Up For A Referral Link

 

If you have a use case for this function, Referral Factory can also create a Pipedrive Lead or Deal when someone signs up for a referral link via the campaign join link as a direct user or a Person Referring. 

 

This function must be configured from inside the campaign builder. 

β†’ Click Edit Campaign to enter the campaign builder. 

β†’ Navigate to the Integrations step in the bottom navigation bar. 

send-direct-users-into-pipedrive-referral-factory-integration

β†’ Scroll down until you see the option to configure settings for the Person Referring

β†’ Select whether you want Referral Factory to create a Contact or a Deal in Pipedrive. 

β†’ Use the dropdown options to map the data fields from Referral Factory to Pipedrive. You must map:

  • First Name 
  • Email
  • Title (Lead/Deal)
  • Referral Code (This is the custom field you created in Pipedrive)

πŸ’‘ 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}.

β†’ Optionally, add the values for any default fields

β†’ Optionally, attach information about the person who made the referral

πŸ’‘ If you don't see recently created Pipedrive fields, use the refresh button:

refresh-button-referral-factory

β†’ Choose how to handle duplicate records inside Pipedrive. 

β†’ Click Save or Next. 

send-person-referring-direct-user-pipedrive-referral-factory-map-fields


 

3.5. How To 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!
β†’ In the Define Rules step of your Rewards Builder, select the Object and Field from Pipedrive from which to track the sale value. 
referral-rewards-pipedrive
In most cases, you would want to track the Pipedrive property Value in the Pipedrive object Lead/Deal as your sale value, however, you can track any property of your choice.

 

4. Uninstall your Pipedrive integration from Referral Factory

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

❗️ 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: πŸ“– Troubleshoot Your Pipedrive Integration πŸ“–