This native connection is live and open to all customers while we finish rounding it out. Don't rely on it being final; behavior may change before general availability.

Overview

Connect Pipedrive natively to Referral Rock. Referral Routing pushes new referrals straight into your pipeline, and Customer Feed approves the referral automatically when a deal is won.

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Prerequisites

Pipedrive account

Admin to authorize the connection

How it works (trigger + objects)

Customer Feed trigger: a won Deal → matching referral Approved across all programs; the organization's people can be preloaded as members.
Referral Routing: push a new referral into Pipedrive as a Person/Deal and set the stage.
Objects: Deal, Person, Organization, Lead.
Two-way.

Setup (auth)

Connect over OAuth (a few clicks).

Reward note: the Customer Feed approval (won deal) can trigger a Reward Payout automatically.