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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 leads are added in Microsoft Dynamics 365 CRM

Effortlessly keep your referral program up to date with this seamless integration between Microsoft Dynamics 365 CRM and Referral Rock. Whenever there's a new lead in Dynamics 365 CRM, this workflow will update the referral information in Referral Rock, ensuring a streamlined process and accurate data in both platforms. Focus on growing your business while this automation takes care of the details for you.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Referral
    Update Referral
    Update ReferralUpdate a referral.
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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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