Microsoft Dynamics

Sync your Microsoft Dynamics data with Unless for a hyper-personalized user experience on your website as well as your email campaigns.

Context

Create a connected user experience for your leads and customers by establishing a seamless transition between email campaigns and your website. Differentiate between the experience of contacts and accounts, opportunities and leads. Ensure that they only see what is relevant and interesting specifically to them, with the help of segmentation and unified data.

Key benefits

  • Make sure that the personalized experiences you create for your outreach don't end with the landing page. You can use Unless campaigns to attach a contact ID to all the contacts you are reaching out to. This way you can provide each visitor with a hyper-personalized experience throughout their journey on your website, based on data (about contacts, accounts, opportunities, and leads) that is being continuously updated.
  • Chances are you already have different points of segmentation and targeting setup in Microsoft Dynamics all of which can directly be used in Unless as custom traits. With that data in your pocket, you can optimize and hyper-personalize the experience of every single lead on your website for the best results.
  • Integrating Microsoft Dynamics will also mean you will know the lead status of each contact, allowing you to put nudges in place to keep them moving further down the funnel. This could include components highlighting relevant case studies or whitepapers as well as adjusting text, images, and CTAs to fit their journey.

How does it work?

With this integration you can sync data about contacts, accounts, opportunities, and leads between Microsoft Dynamics and Unless. You can then create experiences within Unless for individual contacts and target accounts as well as a variety of segments. You can also send visitor data such as attention span, lead score, and more from Unless back to Microsoft Dynamics.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Unlock” for the Microsoft Dynamics integration. This will open up a form where you can provide us with details regarding how you would like to use this integration eg. which data points you would like to be passed and in which direction. We will then configure the integration according to your needs.

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