Microsoft Dynamics 365 CRM + Refersion Integration

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.