How To Add Your Pipedrive Contacts To Your Referral Campaign

It is now possible to add all of your Pipedrive contacts to your referral program and issue them with their own unique referral links.

You can then automatically add their referral link to the contact information in Pipedrive. That means each of your Pipedrive contacts will now have a referral link! 

This will allow you to use your existing workflows to encourage contacts to refer their friends. To add your contacts to your referral campaign follow the steps below:

๐Ÿ‘‰ Navigate to the "Promote your campaign" tab of your campaign builder and click on the "Generate referral links for your CRM contacts" button.

๐Ÿ‘‰ Choose Sync All Contacts

๐Ÿ‘‰ Before you map user data, make sure to have created a custom data field in Pipedrive for the โ€˜Referral linkโ€™.

๐Ÿ‘‰ Click 'Next'.

๐Ÿ‘‰ 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.  

๐Ÿ‘‰ Click โ€˜Saveโ€™.


Please note: Your contacts will NOT be notified unless you choose to in the next step.

๐Ÿ‘‰ Select whether you want to make the sync between Pipedrive and Referral Factory ongoing or once-off.

๐Ÿ‘‰ Select 'Save'