Skip to content
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Referral Rock logoReferral Rock logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Referral Rock logoReferral Rock logo

Microsoft Dynamics 365 CRM + Referral Rock

Microsoft Dynamics 365 CRM + Referral Rock

Microsoft Dynamics 365 CRM + Referral Rock integrations

Update Referral Rock referrals when new contacts are added to Microsoft Dynamics 365 CRM

Keep your referral programs up-to-date with this workflow between Microsoft Dynamics 365 CRM and Referral Rock. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will update the referral information in Referral Rock, ensuring a seamless connection between your CRM and referral management. Stay organized and efficient by letting this integration handle the updates for you.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Update Referral
    Update Referral
    Update ReferralUpdate a referral.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Microsoft Dynamics 365 CRM and Referral Rock

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Referral Rock

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
microsoft-dynamics-crm logo
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
referral-rock logo
About Referral Rock
Referral Rock helps businesses to design, track and manage referral programs.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Â