Microsoft Dynamics 365 CRM + Referral Rock Integration

Connect Microsoft Dynamics 365 CRM to Referral Rock in 1 click

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Referral Rock
    Member is created in Referral Rock Instant
  • Referral Rock
    Member is updated in Referral Rock Instant
  • Referral Rock
    Referral is created in Referral Rock Instant
  • Referral Rock
    Referral is updated in Referral Rock Instant
  • Referral Rock
    Reward is created in Referral Rock Instant
  • Referral Rock
    Reward is updated in Referral Rock Instant
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2.

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Ready Workflows Ready Workflows   for Microsoft Dynamics 365 CRM + Referral Rock Integration

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Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Referral Rock Integration

Create Referral Rock contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Referral Rock integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Referral Rock contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Referral Rock + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Referral Rock contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Referral Rock - Microsoft Dynamics 365 CRM integration, anytime a new Referral Rock contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Automations

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular Referral Rock Automations from
Integrately Community

Most popularmost-popular-automations
01
Square logo
Referral Rock logo
Create Referral Rock contact for new Square customer
02
Ninja Forms logo
Referral Rock logo
Create Referral Rock contact for new Ninja Forms form submission
03
WordPress logo
Referral Rock logo
Create Referral Rock contact for new WordPress user
04
Paystack logo
Referral Rock logo
Create Referral Rock contact for new Paystack customer
05
Eventbrite logo
Referral Rock logo
Create Referral Rock contact for new Eventbrite order
cloud
Referral Rock
app integration
06
Elementor Forms logo
Referral Rock logo
Create Referral Rock contact for new Elementor Forms form submission
07
EMBUDO.marketing logo
Referral Rock logo
Create Referral Rock contact for new EMBUDO.marketing form submission
08
Referral Rock logo
Online Live Support logo
Send Online Live Support message for new Referral Rock contact
09
Referral Rock logo
MailerSend logo
Send MailerSend message for new Referral Rock contact
10
Referral Rock logo
Telnyx logo
Send Telnyx message for new Referral Rock contact
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You Can Also Connect Microsoft Dynamics 365 CRM or Referral Rock With 1400+ Other Apps

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.
Referral Rock
Referral Rock
Referral Rock is a referral program management tool that lets you create attractive referral programs with just a few clicks, manage them easily and see results fast, so that you can measure your return on investment (ROI)!