Pipedrive + Refersion Integration

Connect Pipedrive to Refersion - Automate your workflows in 1-click

Make use of Pipedrive automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Refersion automations help you streamline order processing, manage inventory levels, and improve customer communication. Skip the manual back and forth! Easily automate the flow of data between Pipedrive & Refersion using Integrately.
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Pipedrive + Refersion Integration

Create Refersion affiliate for new Pipedrive person

If you're using Pipedrive to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Pipedrive, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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.
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Create Your Own Pipedrive & Refersion Integration Without Any Code

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2. Select what action you want to automate
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Pipedrive + Refersion Integration
1.
  • Pipedrive
    Person matches a filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Deal matches a filter in Pipedrive
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity matches a filter in Pipedrive
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Organization matches a filter in Pipedrive
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
2.
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by ID in Pipedrive
  • Pipedrive
    Search deal by custom fields in Pipedrive
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Search organization by ID in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Get product by ID in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Get Participants by Deal ID in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
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Integrate Pipedrive & Refersion In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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