TURTL AND MICROSOFT DYNAMICS INTEGRATION

Turtl’s integration with Microsoft Dynamics helps you connect engagement data with your CRM, giving sales and marketing a clearer picture of how prospects interact with content and how that activity contributes to pipeline growth.

Microsoft Dynamics 365 is a widely used CRM and business applications suite that helps organizations manage customer relationships, track opportunities, and drive sales. It unites data across marketing, sales, and service functions to provide a comprehensive view of customers and prospects.

With the Turtl + Microsoft Dynamics integration, you can sync reader engagement into your CRM, capture leads directly from content, and connect opportunity data with Turtl's analytics. This integration makes it easier to track which content influences deals and prioritize the prospects showing the strongest buying signals.

Many teams create engaging content but struggle to connect that activity with their CRM data. The integration with Microsoft Dynamics closes that gap, making sure every read, repeat visit, and form submission is tied back to contacts and opportunities. Setup is managed through Turtl’s Integrations Hub, with advanced options available for custom workflows through APIs.

Together, Turtl and Microsoft Dynamics enable you to:

✅ Capture leads directly into Microsoft Dynamics with embedded forms

✅ Track known readers with LCURLs and sync behavior into CRM records

✅ Enrich opportunity data with engagement insights to link content with revenue

✅ Build custom workflows with API

✅ Export or connect deal data for clear ROI reporting in Turtl Analytics

Teams use the Microsoft Dynamics integration to combine CRM data with Turtl insights. Common applications include:

1. Capture and qualify leads

Embed Microsoft Dynamics forms in Turtl content to create new contacts directly in your CRM. For richer reader-level data, pair Dynamics capture with Turtl’s own lead identification.

2. Connect engagement to opportunities

Use LCURLs to link known Dynamics contacts with Turtl analytics. Export data via CSV to associate content activity with open opportunities and track which content influence deal progression.

3. Personalize at scale

Leverage Dynamics contact fields such as name, job title, or industry to tailor content automatically for different audiences.

4. Automate advanced workflows

Push Turtl engagement signals into Microsoft Dynamics via custom API implementations, enabling more sophisticated automation flows.

Inbound capture to opportunity creation

-> A new lead completes a Microsoft Dynamics form in your Turtl content

-> The record is created in Dynamics and enriched with Turtl engagement data

-> Sales is notified with context for faster and more relevant follow-up

Pipeline visibility to ROI tracking

-> Opportunity data from Dynamics is exported into Turtl Analytics

-> Interactions are matched with deals to show which content drives progression

-> Marketing and sales refine campaigns based on proven impact

Personalization to engagement at scale

-> Dynamics contact data feeds into Turtl personalization

-> Content versions are dynamically tailored for different roles and accounts

->Campaign performance is measured by engagement and deal influence

✅ Demand Gen teams aiming to capture more leads directly into Dynamics

✅ ABM marketers tailoring content with CRM data

✅ Sales teams who want CRM-linked engagement insights

✅ Ops leaders who need to connect engagement data to pipeline performance

For most organizations, the CRM is the single source of truth for customer data. But without visibility into how prospects interact with content, sales and marketing often lack the insight to prioritize effectively.

By integrating Turtl with Microsoft Dynamics, every form fill, repeat visit, and section view becomes actionable inside your CRM. Sales teams gain context for better conversations, marketing can attribute influence with confidence, and leaders see exactly how content contributes to pipeline progression.

The result is a connected ecosystem where CRM data informs personalized engagement and engagement insights strengthen CRM records. Together, Turtl and Microsoft Dynamics give your business the clarity to turn content into measurable revenue growth.