GeniusReferrals + Pipedrive

Create Pipedrive deals from new GeniusReferrals referrals

Using Genius Referrals to capture referrals and Pipedrive to ensure you win your deals? Shorten the time between closing those deals by automatically creating new deals in Pipedrive whenever a new referral is captured in Genius Referrals. When Genius Referrals capture a new referral, this Zap will automatically create a new deal for it on Pipedrive.

When this happens...
New Referral
Triggers when a new referral is created.
TriggerScheduled
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Tiggers when a new account (program) is created.
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Bonus AmountRequired
Action
Write
- Account SlugRequired
- Member TokenRequired
- StatusRequired
- Payment MethodRequired
- CurrencyRequired
- AmountRequired
- DescriptionRequired
- PayPal Username
Action
Write

- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Payment Amount
- Campaign
Action
Write
- Account SlugRequired
- Bonus' IdRequired
- StatusRequired
Action
Write

- Account SlugRequired
- Bonus IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
Action
Search
- Account SlugRequired
- Member TokenRequired
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write

- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Write
- Account SlugRequired
- Referring Member TokenRequired
- Referral TokenRequired
- Referral OriginRequired
- CampaignRequired
- The source URLRequired
- Status
Action
Write
- Account SlugRequired
- Payout Request IdRequired
Action
Write
- Account SlugRequired
- Member's TokenRequired
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- StatusRequired
Action
Write
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Payout Request IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Search or write
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

GeniusReferrals + Pipedrive

Create Pipedrive deals from new GeniusReferrals referrals

New Account

New Bonus

New Payout Request

Account SlugRequired

Add Manual Bonus

Account SlugRequired

Member's TokenRequired

ReferenceRequired

Bonus AmountRequired

Create Payout Request

Account SlugRequired

Member TokenRequired

StatusRequired

Payment MethodRequired

CurrencyRequired

AmountRequired

DescriptionRequired

PayPal Username

Process Referral to Trigger Bonuses

Account SlugRequired

Member's TokenRequired

ReferenceRequired

Payment Amount

Campaign

Update Bonus

Account SlugRequired

Bonus' IdRequired

StatusRequired

Find Bonus

Account SlugRequired

Bonus IdRequired

Find Member

Account SlugRequired

Member's EmailRequired

Find Advocate's Share Links

Account SlugRequired

Member TokenRequired

Find Payout Requests

Account SlugRequired

Filter

Page

Limit

Sort

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

PersonRequired

LabelRequired

Create Activity

SubjectRequired

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

FileRequired

File NameRequired

Deal

Person

Organization

Product