Create Pipedrive note for new Refersion affiliate
Refersion + Pipedrive Integration
Pipedrive + Refersion Integration
Integrate Pipedrive to Refersion in one click, or tell Integrately AI how you want each person handled. Create affiliates, log conversions, track payments, and update your records automatically.
Free forever.Use premium features free for 14 days.1.
Project is deleted in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is created in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
Affiliate is created in Refersion Instant- Conversion is created in Refersion Instant
- Affiliate status is changed in Refersion Instant
- Affiliate details are changed in Refersion Instant
- Conversion is approved in Refersion Instant
- Conversion is denied in Refersion Instant
- Conversion trigger is created in Refersion Instant
- Payment is created in Refersion Instant
2.
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
- Create affiliate in Refersion
- Search affiliate in Refersion
- Get affiliate in Refersion
- Add conversion cancellation in Refersion
Trusted by experts at...
Ready Workflows for Pipedrive + Refersion Integration
Create affiliates, track conversions, manage affiliate status changes, and update your records, all in just one click.
Most popular automations
When Affiliate is created in Refersion > Search user in Pipedrive > Check any condition > Create lead in Pipedrive
Refersion + Pipedrive Integration
When Person is created in Pipedrive > Check condition > Create affiliate in Refersion
Pipedrive + Refersion Integration
Create Refersion affiliate for new Pipedrive person
There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Thus, integration of your new Refersion affiliate and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreThus, integration of your new Refersion affiliate and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Create Pipedrive person for new Refersion affiliate
There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Thus, integration of your new Pipedrive person and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreThus, integration of your new Pipedrive person and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Pipedrive + Refersion flow
Manage affiliate networks alongside customer data, sales pipelines, and marketing campaigns. Pick a combination and activate it in one click.
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Shopify (5)
Shopify (5) +
Mailchimp (5)
Mailchimp (5) +
Stripe (5)
Stripe (5) +
Slack (5)
Slack (5) +
QuickBooks Online (5)
QuickBooks Online (5) +
Google Sheets (5)
Google Sheets (5) S
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Create a Refersion affiliate for every new Shopify customer, and create a person in Pipedrive
New Shopify customers instantly become affiliates in Refersion and contacts in Pipedrive without manual entry.
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When a Shopify order is created, record the conversion in Refersion and update the deal in Pipedrive
Track Shopify store sales as Refersion conversions and update your Pipedrive pipeline instantly.
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If a Shopify refund is processed, add a conversion cancellation in Refersion and update the deal in Pipedrive
Handle store refunds by cancelling Refersion conversions and updating Pipedrive records automatically.
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Create a Pipedrive deal when a Shopify order arrives, and search for the affiliate in Refersion
Link Shopify store orders to Pipedrive deals while verifying affiliate details in Refersion.
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When a Shopify customer profile is updated, update the person in Pipedrive and search the affiliate in Refersion
Keep contact details updated across Shopify, Pipedrive, and Refersion automatically.
Supported triggers and actions for Pipedrive and Refersion
Mix and match to build the exact automation you need
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it → Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it → Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it → Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it → Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it → Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it → What can you automate with Pipedrive + Refersion?
Streamline your affiliate marketing and sales operations by automating data flows, conversion tracking, and contact management between Pipedrive and Refersion.
🔄
Sync Pipedrive contacts to Refersion affiliates automatically
Automatically create a Refersion affiliate profile whenever a new person or lead is added in Pipedrive. Eliminate duplicate data entry and keep partner networks expanding.
📋
Capture every submitted field and order detail
Map all available custom fields, order values, and contact properties between Pipedrive and Refersion instead of just basic names and emails.
🔔
Tell the right team member as soon as it happens
Send instant notifications to your Slack channels or team inboxes the moment a new affiliate registers or a major conversion is logged.
🔀
Route records based on submitted affiliate tiers
Perform different actions depending on the affiliate tier or deal value submitted, routing high-value partners to VIP lists or priority pipelines.
🔄
Keep destinations updated as details change
Automatically update existing person records in Pipedrive or affiliate profiles in Refersion whenever contact details or status values are modified.
🔎
Search and update instead of creating duplicates
Search for existing records in Pipedrive or Refersion before creating new ones, preventing duplicate profiles and messy data.
💳
Handle later status changes like payments and refunds
Manage conversion cancellations, approved conversions, and payment payouts seamlessly by updating Pipedrive deal records when statuses change.
⚡
Extend your core workflow to Slack or Google Sheets
Connect Pipedrive and Refersion to Google Sheets or Slack to log spreadsheet rows and notify teams in a multi-step automation.
And much more...
Who is Pipedrive + Refersion integration for?
Connecting Pipedrive to Refersion helps sales and affiliate teams eliminate manual data entry, keep conversion tracking accurate, and manage growing partner networks efficiently.
Performance marketers
Affiliate managers
Agency account managers
E-commerce merchants
Sales representatives
Operations leads
📈
Performance marketers
You're reviewing affiliate conversion reports in Refersion but your sales pipeline data in Pipedrive only updates when someone manually exports records, so the revenue counts you're optimising against are always a few hours behind — with this integration, every new deal and conversion syncs instantly and your performance data stays current.
⚡
Affiliate managers
You need to onboard new partners immediately when they register, but waiting for manual handoffs means affiliates sit waiting for their profiles to appear in your CRM — with this integration, every new affiliate is created instantly and your team can begin engagement without delay.
🤝
Agency account managers
You answer to clients who want exact visibility into affiliate-driven sales and pipeline growth, but compiling manual status reports leaves room for human error — with this integration, every deal update and commission record flows automatically into your tracking sheets and CRM.
📦
E-commerce merchants
The volume of store orders and affiliate sign-ups is too high for your team to keep up by hand, leading to missed conversion logs and uncredited partner sales — with this integration, every order and affiliate signup is processed automatically without manual intervention.
💼
Sales representatives
You depend on affiliate networks to generate qualified leads and new contacts in Pipedrive, but delayed data handoffs leave you reaching out to prospects long after interest peaks — with this integration, every lead and person record lands in your pipeline the moment it occurs.
🔍
Operations leads
You need a reliable, complete history of customer interactions and partner commissions, but fragmented platforms keep creating gaps in your audit logs — with this integration, every activity and payment record is captured consistently across both systems.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Pipedrive + Refersion
Build and manage your Pipedrive + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipedrive + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Pipedrive + Refersion Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipedrive to Refersion?
You can connect Pipedrive to Refersion instantly using ready-made workflows or Integrately AI. With 1-click setup, your apps link securely with platforms like Slack, Google Sheets, and Stripe in minutes.
How can I sync Refersion conversions with Pipedrive deals automatically?
Can I connect Pipedrive, Refersion, and Slack?
What is a good Zapier alternative for Pipedrive and Refersion?
How does Pipedrive handle new person creation for affiliate tracking?
Can Refersion automatically update affiliate status when deals change?
Is it possible to set up custom automation rules between Pipedrive and Refersion without coding?
Is the Pipedrive and Refersion integration free?
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