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How Can I Automate My Referral Program With Pipedrive?
Use Pipedrive for the sales process while Referral Factory manages the referral journey, attribution, qualification and rewards.
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Topics
Integrations
74 articles
Rewards
33 articles
Promoting Your Program
22 articles
Getting Started
19 articles
Referrers
11 articles
Security & Compliance
11 articles
Analytics
10 articles
Qualification
10 articles
Emails
9 articles
Referral Link Page
8 articles
Leads
7 articles
Billing
6 articles
Industry Use Cases
6 articles
Campaign Settings
5 articles
For Affiliates
1 articles
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OverviewWhy use Referral Factory if I already use Pipedrive?What can I automate between Referral Factory and Pipedrive?How do existing Pipedrive Contacts become referrers?What happens when someone makes a referral?Why does the Lead-versus-Deal choice matter?What happens after Referral Factory qualifies the referral?What would the full automated journey look like with Pipedrive?What stays in Pipedrive and what stays in Referral Factory?Which setup guides should I read next?
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