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

Sync 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 referrer performance within your CRM.

Want to learn more about what you can do with Referral Factory and Pipedrive? Read this article:

📖 Pipedrive And Referral Factory Integration: A Full Guide 📖

Before you configure the sync between Referral Factory and Pipedrive, you will need to create a custom field in Pipedrive for the "Referral Link".

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.

👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your CRM contacts.

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.

→ Click Next.

→ Map the data fields for First Name, Email, and Referral Link to the relevant fields in Pipedrive.

→ Click Next.

→ Before you confirm, you can choose to run the sync on an ongoing basis or to only do a once-off sync. The sync can also be toggled on and off from your campaign builder. 

→ Click Start Sync.

→ Success!