CRM Integration

Your CRM stays the system of record.

Thoughtfuly syncs leads, contacts, and marketing lists both ways. Marketing works here; your revenue team keeps working where they always have.

Two-way sync

Connected in minutes, mapped by AI.

Connect through a secure sign-in and AI matches your CRM's fields to Thoughtfuly's, matching existing ones or proposing custom fields where it needs to. Review the mapping, activate, and from then on your leads, contacts, and marketing lists stay current in both directions.

  • AI field mapping, proposed for you to review
  • Leads, contacts, and marketing lists kept in sync
  • Microsoft Dynamics available today
Built for Dynamics teams & partners

A modern marketing layer on your Dynamics data.

Replacing a legacy marketing tool, or bringing agentic marketing to your Dynamics customers? Thoughtfuly is built for the move: bring your leads, contacts, and marketing lists across, keep Dynamics as the system of record, and start on managed hosting during Public Preview.

  • Keep Microsoft Dynamics as the system of record
  • Migration assistance for templates and journeys during Public Preview
  • A clean fit for Dynamics 365 partners and their customers
Built for Dynamics teams & partners
Dynamicssystem of record
Leads, contacts& marketing lists
AImatches your fields
Managedhosting in Public Preview
FAQ

Questions, answered.

What does Thoughtfuly sync?

Leads, contacts, and marketing lists, both ways. We do not sync activities or campaign results. Your CRM stays the system of record for everything else.

Which CRMs are supported?

Microsoft Dynamics is available today. Need a different CRM? Submit the connection request form and tell us which one, and we'll scope it with you.

How does field mapping work?

AI matches your CRM's fields to Thoughtfuly's for you, matching existing fields or proposing custom ones. You review the proposed mapping before you activate, so nothing maps by surprise.

Does Thoughtfuly replace my CRM?

No. Your CRM stays the system of record. Thoughtfuly is the marketing layer on top of it, syncing leads, contacts, and marketing lists both ways.

Public Preview

Bring Thoughtfuly
to your team.

We're onboarding B2B marketing teams during Public Preview. Tell us a little about your team and we'll be in touch.

Prefer to talk first? Book a demo or get pricing from the top of any page.

Thoughtfuly web form

Placeholder, the Request early access form is generated in Thoughtfuly and embedded here via embed.js. Submissions post to the platform and write straight to your CRM.

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Request early access