Partner Program Team: How do I find the referee emails to start the implementation?

mac@datomni.com
mac@datomni.com Member Posts: 37 VERIFIED MEMBER
10 Comments 5 Likes Name Dropper First Answer
edited February 11 in Business Talk #1

We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that purchased the subscription through us?

Screenshot attached.

[1] https://www.datomni.com/services/pipedrive-implementation

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,375 COMMUNITY MANAGER
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    Hi @mac@datomni.com I have forwarded this question to our partners team, and will provide an update as soon as I have more details.

  • Jéssica Gomes
    Jéssica Gomes Pipedrive Team Posts: 2 PIPEDRIVE TEAM
    Fourth Anniversary Name Dropper First Comment Photogenic

    Hi @mac@datomni.com!

    Thank you for pointing out this issue to us, and apologies for the inconvenience.

    We found that that specific datapoint (customer email) is not syncing to the PRM, when it should be. We have raised a request for the engineering team to fix this as soon as possible. My team will reach out to you as soon as we make progress.

    In the meanwhile, there is another way for you to see who are the customer emails that signed up with your promolink. Just follow this step by step: In your Pipedrive account, go to Partner tools> referrals. Then , in the referrals dashboard you will be able to see any of the customer email in the "View details"section.

    On another note, if you need to reach out to us just go to your Pipedrive account> Quick help (?) > Chat with Pipedrive, and we will be happy to assist you!

    We will reach back to you, and I hope I could help in the meantime.

  • mac@datomni.com
    mac@datomni.com Member Posts: 37 VERIFIED MEMBER
    10 Comments 5 Likes Name Dropper First Answer

    Thanks @Jéssica Gomes. I believe the dashboard will pull in fresh February referrals in March. At least, that's how it worked for us in the past. I've already found them through LinkedIn, but it's definitely something that needs to be fixed for the future.