Two-way contact sync between Microsoft Dynamics 365 and ReferralMaker

Microsoft Dynamics 365ReferralMaker

PieSync integrates Microsoft Dynamics 365 with ReferralMaker for an automatic 2-way contacts sync. Every time you add or update a contact in Microsoft Dynamics 365, it is automatically synced with ReferralMaker, and vice versa - eliminating import/export!

Syncing Microsoft Dynamics 365 with ReferralMaker is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Microsoft Dynamics 365 with ReferralMaker.

Vote now

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Microsoft Dynamics 365

About Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM.

ReferralMaker

About ReferralMaker

A real estate CRM, Referral Maker helps agents generate high-quality leads. The tool gives you one-click access to your sales, instant feedback on converted leads, real-time data on team performance, and insight about which activities generate results.

Try it out for yourself

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director