How to connect Microsoft Ads to Close CRM

If you cannot connect Microsoft Ads to Close with reliable attribution, you cannot scale confidently. Close is where your team measures pipeline and revenue.

Connecting Microsoft Ads to Close with Attry gives every Lead and Opportunity the right source, campaign, and creative so you can build reports that prove what creates customers.

How the connection works

Attry is a lightweight script you add to your site. It detects where a visitor came from, normalizes it into channels like Paid Search, Paid Social, Organic, and stores it in a cookie while they browse. On form submit, Attry writes the attribution into hidden fields so it flows into Close.

4 steps to connect Microsoft Ads to Close

1) Tag Microsoft Ads final URLs

Use consistent UTMs so Microsoft Ads clicks are recognized as Paid Search.

https://yourcompany.com/demo?utm_medium=paidsearch&utm_source=microsoft&utm_campaign=brand-us-q3&utm_content=creative-a

2) Add hidden fields to your forms

  • Channel
  • Channel Drilldown 1
  • Channel Drilldown 2
  • Channel Drilldown 3
  • Channel Drilldown 4
  • Landing Page
  • Landing Page Group

3) Install the Attry snippet

Place the snippet in <head> so UTMs and msclkid are captured before forms load.

4) Verify in Close

Submit a test form, then confirm Leads and Opportunities show Channel = Paid Search, Drilldowns for Microsoft, Campaign and Creative, plus Landing Page fields.

Example Close reports

  1. Leads by Channel
    Paid Search, Paid Social, Organic over time.
  2. Pipeline and Customers by Campaign
    Which Microsoft Ads campaigns create Opportunities and Closed Won.
  3. Revenue by Creative
    Which ad variations generate the most revenue.

Wrap up

With Attry, connecting Microsoft Ads to Close is fast. You get clean attribution on every Lead and reliable reports that guide budget.

Get Started Free Today

Try Attry free for 14 days. Paid plans start at just $49/month. Cancel anytime.