Microsoft Dynamics 365 CRM + Referral Rock

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Referral RockReferral Rock
    Add Referral

    Adds a new referral from a member.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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referral-rock logo
referral-rock logo

About Referral Rock

Referral Rock helps businesses to design, track and manage referral programs.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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