How To Track Your Sale Value From Pipedrive For Commission-Based Rewards

If you are using Pipedrive to qualify referrals and want to issue commission-based rewards, you can automatically track your sale value from a field in Pipedrive. This means Referral Factory can automatically calculate the reward value!

 

→ In the Define Rules step of your Rewards Builder, select the Object and Field from Pipedrive from which to track the sale value. 

pipedrive-track-sale-value-commission-based-rewards

In most cases, you would want to track the Pipedrive field {Value} in the Pipedrive object Lead/Deal as your sale value, however, you can track any property of your choice.