Pipedrive

Route referrals into your pipeline, and approve them automatically when a deal is won

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 in a few clicks:

Find Pipedrive on the Integrations page and select Connect, or click here.
Select Connect Pipedrive.


In the Link Pipedrive Account pop-up, click Connect.


Log into Pipedrive via the pop-up to finish authorizing the connection over OAuth.

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


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