Back to Help Hub
How Can Pipedrive Automatically Qualify Referrals?
Qualify a referral when its Pipedrive Lead converts or its Pipedrive Deal reaches a selected stage or is marked Won.
Send this article context to support so a human can pick up quickly.
Browse topics and support
Navigation
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
Article
On this page
OverviewWhat does it mean to qualify a lead in Referral Factory?How does automatic qualification with Pipedrive work?How do I qualify referrals when Referral Factory creates a Pipedrive Lead?How do I qualify referrals when Referral Factory creates a Pipedrive Deal?How does Referral Factory know which lead to qualify?How long does automatic qualification take?What happens in Referral Factory after a lead is qualified?Does qualifying a lead trigger a reward?How do I test automatic qualification with Pipedrive?
Support
Ask AI
Ask a product or setup question without leaving this page.
Need human help?
Still stuck?
If this article does not solve the problem, send the context to support or book time with a human.
We will keep the article or page context with your request so support can respond faster.
Support copilot
Ask AI about the help hub
AI may miss account-specific context. If this answer does not solve it, create a support ticket for a human and we will help directly.
