Today, CRM has become an important part of our business, and its significance has been revolutionized over the years, and so have the integrations along with the software. Many CRM applications and integrations can help us manage our businesses and its workflow effectively. Since CRM is gaining popularity, the need for handling customer information manually has been reduced.

In short, CRM performs all the activities for you if you integrate it with the applications you regularly use for your business and want its data to be synced.

By integrating your InviteReferrals with your referral program, you will get all the customer information directly into the CRM.

Pipedrive is one of those CRMs that assist you in creating a manageable referral program. It is a cloud-based CRM that numerous businesses employ to maintain their interactions with the consumers and achieve the sales or new leads all in one place.

For integrating Pipedrive CRM with InviteReferrals, you need to navigate to Campaigns>>Brand_Name>>Integration and enter the following details

  • Pipedrive CRM domain URL
  • Your Pipedrive API Key


pipedrive-credentials

To enter the CRM domain URL and the API Key, you need to login to your Pipedrive account, then move to settings and copy your API Key. 

Once you enter the domain name and the API key, your Pipedrive gets integrated with InviteReferrals.

This is how you can integrate your CRM with InviteReferrals. But it would help if you also connected Pipedrive with every campaign you create to collect every campaign's information. 

To integrate your campaign in InviteReferrals, you need to navigate to Edit_Campaign>>Integrate>>Third_party_integration and select from the following events:

  • Enrollment 
  • Manual Lead Invites

 

Once you have selected the events, save it, and we will start sharing data with your CRM.