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- Automate Your Referral Program
- Pipedrive Integration
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.
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.