Referral Factory is an easy to use, no-code platform that allows you to build, launch and run powerful referral programs in just a few minutes. Once you publish your referral program you can sync it with your Pipedrive CRM so that when you start getting referrals, they can be added to Pipedrive as deals and you can use your existing workflows to convert them.
This is a guide that will show you how to get the most value out of Referral Factory and Pipedrive working together. 🚀
Our Pipedrive app syncs your referral program and your CRM - allowing you to automatically send through all your new referred leads and create deals for them in Pipedrive, and qualify them when they reach a deal stage that counts as a conversion. This greatly reduces the ‘behind-the-scenes admin of your referral program and helps you know which of your referred leads have qualified, it also helps you know which referrers you need to reward as a result.
All in all allowing you to run a hassle-free referral campaign, and grow your business the best way - through referrals!
To launch a referral program and integrate it with Pipedrive you will need:
- Any Pipedrive account.
- A Basic or Pro Referral Factory subscription.
In this guide, we will show you how to:
1. Connect Pipedrive to Referral Factory
Click on the settings tab on the left-side navigation bar. Then click the ‘Connect’ button on the Pipedrive integration option. Choose the Pipedrive account you wish to connect to Referral Factory.
*Note you can only connect one account at a time.
Please make sure that you accept giving Referral Factory permission to access your Pipedrive account. Once you've chosen the correct account - click Continue to the App.
Now that your Referral Factory account is connected to Pipedrive, you need to set what data you want to push from your referral campaign to Pipedrive. This is done while setting up your campaign using the campaign builder. Navigate to the Settings step.
2. Build and set up your own custom referral campaign
Once you have connected your Pipedrive account, head to Referral Factory to build your own referral program that's 100% on brand. You can customize and style your referral campaign so it matches your CI and feels just like your brand.
The drag-and-drop builder allows you to add your own logo, change the background, edit the font settings and add new content such as headlines, text, images, and videos. Read this article to find out more - Build A Referral Program That Is 100% On Brand
To get people referring - upload a list of users or customers to your campaign and email them their referral link from our platform or let them sign up for the campaign themselves. Referrers will be issued a unique referral link that they can easily share with their friends using the social media channels that you select.
When their friends click on the referral link they will be taken to a landing page where they can join your referral campaign. Essentially, this is when we capture a lead for you. This part of the campaign is very important as it’s the first thing that invited or referred friends will see about your business. Make sure you include all the information you want new referred leads to see. The goal of this page is to get new referred leads to join the campaign and submit their details.
You can read more articles on our help guide to build the best referral program possible.
Now that your referral campaign is built, you need to set what data you want to push from your referral campaign to Pipedrive. This is done while setting up your campaign using the campaign builder. Navigate to the Settings step.
3. Set up your Pipedrive Integration
Under the ‘Do you want to qualify referrals?’ section – select Pipedrive
- First, define what stage you want to assign the referred user when the deal is created in Pipedrive. For example "Contact Made".
- Next, define ‘What will the status of the user change to when they are qualified, in your Pipedrive account. This is the stage that your customer or referred user will have once they convert. In the example below, we used "Qualified"
- Lastly, you can also define what “Type” of Referral Factory user you want to add to Pipedrive - direct users, referred users, or users who have manually been added to a campaign from an existing database. In order to make sure your referred customers get sent to Pipedrive, select the "Referred" users option.
* If a contact already exists in Pipedrive with the same email address that they have used to join your referral campaign the contact will not be duplicated in Pipedrive.
4. Map what data you send to Pipedrive
Define the user data that you want to collect and send to Pipedrive.
* Pipedrive requires First Name or Last Name or Organization and Title fields so make sure you map those fields
If you don’t want to send a particular data point then choose ‘Do not send’ and this information will not be included.
Make sure that these fields have also been created in your Pipedrive account in order to successfully send the data points you've mapped out. If that field doesn’t exist in Pipedrive then the deal will not be created in Pipedrive.
You can also include the first name and email address of the referrer as a property when sending referred leads to Pipedrive.
Once you've published your campaign and you start getting referrals, they’ll automatically be sent to your Pipedrive account with the deal status that you assigned.
5. Automatically qualifying your referrals in Pipedrive
Qualifying referrals makes it easy for you to see how many referrals you have. You will also be able to identify who needs to be rewarded for referring a new user.
To qualify new referrals on Referral Factory, simply update the stage of the deal in Pipedrive to the stage that you selected in your setting step.
When you do this, the status of the user in Referral Factory will change accordingly, letting you know that the lead has been qualified. The change will be as follows:
Qualified = No
Qualified = Yes
From the example below, we can see that Jessica referred Tim. Now that Tim has been qualified we can see that Jessica has a converted referral and needs to be issued a reward.
6. Uninstall your Pipedrive integration from Referral Factory
To uninstall Pipedrive from Referral Factory please navigate to the 'Settings' tab on the left-hand side.
Then select 'Disconnect'.
Once Pipedrive has been disconnected the sending of new user data from Referral Factory to Pipedrive will stop.
Any data that was sent before you uninstall Referral Factory and Pipedrive will be available in both places.
Any new user data will still be available in Referral Factory as your campaigns will not be paused or stopped.