ReferralFlo
Pipedrive integration

Plug ReferralFlo into Pipedrive in minutes.

Push referral-sourced deals into Pipedrive automatically. Reward partners when deals close. Keep your sales team focused on selling.

No-code setup Real-time sync Bi-directional
PI
Pipedrive
External tool
RF
ReferralFlo
Connected · live
contact.created
referral.converted
━ 01 / WHY CONNECT ━

Real sync. Real-time.
Real numbers.

benefit_01.md

Native sync

Two-way data sync with Pipedrive that just works — no glue code, no Zapier hops.

Always-on sync
benefit_02.md

Real-time

Events flow in seconds, not nightly batches. Your reports stay current.

Always-on sync
benefit_03.md

Attribution

Tie referral revenue back to the exact records inside Pipedrive.

Always-on sync
━ 02 / SETUP ━

Connected in four commands.

~/pipedrive-setup
STEP
01
$

rfflo authenticate

// OAuth into Pipedrive from the ReferralFlo dashboard.

STEP
02
$

rfflo map

// Visual field-mapper aligns your existing data to ReferralFlo events.

STEP
03
$

rfflo trigger

// Choose which events trigger referral rewards.

STEP
04
$

rfflo go

// Push the toggle — sync starts in under a minute.

✓ Setup complete. Sync started.
━ 03 / CAPABILITIES ━

Click any capability
to expand.

Each is configurable per program, with sensible defaults so you can launch fast.

Auto-create deals tagged with referrer.
Reward at any pipeline stage.
Referral interactions visible in Pipedrive timelines.
Map referral metadata to your fields.
Keep contacts in lockstep.
Different rules per pipeline.

Ready to grow with referrals?

Launch your program in days, not months. Free for 14 days, no credit card required.