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Pipedrive + Referral Factory

Qualify new Pipedrive leads as Referral Factory users with email

Effortlessly streamline your lead qualification process with this Pipedrive and Referral Factory workflow. When a new lead appears in Pipedrive, the automation qualifies them using the Qualify User with Email feature in Referral Factory. Save time on managing leads and focus on driving results for your business, efficiently identifying valuable prospects deserving your full attention.

Effortlessly streamline your lead qualification process with this Pipedrive and Referral Factory workflow. When a new lead appears in Pipedrive, the automation qualifies them using the Qualify User with Email feature in Referral Factory. Save time on managing leads and focus on driving results for your business, efficiently identifying valuable prospects deserving your full attention.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    Referral FactoryReferral Factory
    Qualify User With Email

    Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It

    • Filter IdRequired

    Trigger
    Scheduled
    Try It

    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It

    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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referral-factory logo
referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn moreHelp

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