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Overview
Yes. If your team already uses Pipedrive, Referral Factory can add a referral program around your existing Contacts, Leads and Deals. Referral Factory manages the referral experience and attribution, while Pipedrive remains the place your team works the lead or deal.
Why use Referral Factory if I already use Pipedrive?
You can keep Pipedrive as your sales workspace and add Referral Factory for the parts Pipedrive is not designed to manage: recruiting referrers, giving them a referral link and sharing experience, tracking who referred each lead, qualifying the referral and applying campaign reward rules.
What can I automate between Referral Factory and Pipedrive?
You can turn existing Pipedrive Contacts into referrers, send new referrers into Pipedrive, send new leads as Pipedrive Leads or Deals, and use Pipedrive conversion or Deal progress to qualify referrals. The Lead-versus-Deal choice is the key design decision in this integration.
How do existing Pipedrive Contacts become referrers?
Existing Pipedrive Contacts can be added to Referral Factory as referrers. They can then use their Referral Factory link and sharing option to share the program, while your team keeps their existing contact records in Pipedrive.
What happens when someone makes a referral?
The referrer shares through Referral Factory. The new lead is sent to Pipedrive as the object selected for the campaign: either a Pipedrive Lead or a Pipedrive Deal. Your team then follows its normal Pipedrive process.
Why does the Lead-versus-Deal choice matter?
If Referral Factory creates a Pipedrive Lead, qualification can happen when that Lead converts to a Deal, or when it converts and the Deal reaches a selected stage. If Referral Factory creates a Pipedrive Deal, qualification can happen when the Deal reaches a selected stage or is marked Won. The object you choose therefore changes both the record your team works with and the signal Referral Factory watches.
What happens after Referral Factory qualifies the referral?
Referral Factory updates the referral status and applies the campaign rules. If your campaign rewards qualified referrals, the reward process can then begin.
What would the full automated journey look like with Pipedrive?
An existing Pipedrive Contact becomes a referrer and receives a Referral Factory link and sharing option. They share it, and Referral Factory creates or sends the new lead to Pipedrive as the chosen Lead or Deal. The sales team works it in Pipedrive, and when the Lead or Deal reaches the selected conversion, stage or Won condition, Referral Factory qualifies the referral and the campaign reward process can begin.
What stays in Pipedrive and what stays in Referral Factory?
Pipedrive remains the place for Contacts, Leads, Deals and sales progress. Referral Factory remains the place for the campaign, referrer experience, attribution, qualification rule and rewards.
Which setup guides should I read next?
See How Can I Give Existing Pipedrive Contacts Their Own Referral Links?, How Can I Send New Leads to Pipedrive Automatically?, How Can I Send New Referrers to Pipedrive Automatically?, and How Can Pipedrive Automatically Qualify Referrals? Use Why Isn’t My Referral Factory + Pipedrive Integration Working? for troubleshooting.