Pipedrive integration guides

Connect Referral Factory and Pipedrive to sync existing contacts, send new leads and referrers, and qualify referrals from sales activity.

Use Pipedrive for the sales process while Referral Factory manages the referral journey, attribution, qualification and rewards.

Sync selected Pipedrive people into Referral Factory as referrers and optionally write their referral links back to Pipedrive.

Create a Pipedrive Lead or Deal when a lead joins your campaign, map the required fields and test the workflow.

Create a Pipedrive Lead or Deal when someone becomes a new referrer and map the information your sales team needs.

Qualify a referral when its Pipedrive Lead converts or its Pipedrive Deal reaches a selected stage or is marked Won.

Check the Pipedrive connection, selected action, required mappings, duplicate handling and qualification rule before contacting support.