ClickDimensions

Sneak Preview: January 2016 Release

We’re kicking off the year with some great features! We’re adding new connectors for SMS and event management and continuing to add functionality to our new campaign automation builder. Look for these updates and more coming in late January/early February: Cvent ConnectorCvent is a leading cloud-based enterprise event management platform, offering software solutions to event …

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Assign Form-Generated Leads to Variable Users via CRM Workflow

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 …

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