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Microsoft Dynamics 365 CRM + Referral Rock

Microsoft Dynamics 365 CRM + Referral Rock

Microsoft Dynamics 365 CRM + Referral Rock integrations

Create referrals in Referral Rock from new contacts in Microsoft Dynamics 365 CRM

Easily streamline your referral process with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will instantly create a referral in Referral Rock, keeping your marketing efforts in sync. Save time and ensure consistency by automating your referral management with this handy integration.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Add Referral
    Add Referral
    Add ReferralAdds a new referral from a member.
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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
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Referral Rock
Referral Rock helps businesses to design, track and manage referral programs.
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