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.
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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Referral
Adds a new referral from a member.
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