The ClickDimensions form editor allows users to add various actions to the form, such as sending submission notifications, which are performed automatically once the form is submitted. A commonly used action is the Assign action that automatically reassigns the lead submitting the form to a specified user in CRM. This is a useful tool, but it has the limitation that the form submitter will always be assigned to the same user. So how would one account for a scenario where perhaps there are different users that a lead should be assigned to depending upon the lead’s location? This scenario can be handled pretty easily by using a CRM workflow instead of the built-in Assign action to reassign the leads. In the below example, I have created a form that asks which region of the United States the person lives in (Northeast, Southeast, Midwest, West), then a workflow triggers when a posted field record for that question is generated and assigns to the lead to a different user depending upon the region they selected. The Region field that the workflow is firing on is set up as a list field so the person submitting the form can only select predefined options. The workflow is set to run on the creation of a posted field record and begins by determining if the posted field in question is a record of the Region field and came from the form “Rhys test form.” After that, the workflow checks if the form was submitted by…
Read More: Assign Form-Generated Leads to Variable Users via CRM Workflow
