Form Capture for Microsoft Dynamics CRM 2011
ClickDimensions makes it easy to create web forms with our drag and drop designer or to integrate your web site’s existing forms into Microsoft Dynamics CRM. When a visitor completes a form, his or her email address is checked against all email addresses in CRM to avoid duplicate data. Lead or Contact records can be created for visitors who are not already in your CRM and all the data the visitor submits on the form is linked to their CRM record.
Drag and drop form designer
ClickDimensions drag and drop form designer makes it easy to create a form without having technical skills. Simply drag the fields you want onto the form, order them how you want and then specify the message to be shown to the visitor upon form completion. Any fields you specify to be required will be enforced on the web form automatically and the visitor’s email address will be checked to ensure that it is valid. The form designer provides the iframe code to embed the form in any of your web pages and also provides the full form HTML for those who want to edit the form further.
Configure your global form fields
The first step to integrating your web forms to CRM is to add the form fields you use on your site into our form fields area with Microsoft CRM. For each field (e.g. email, city) simply create a web form field entry and map the values to the appropriate values on CRM Lead and Contact records. You only need to create one ClickDimensions form field record per field (e.g. create ‘city’ once and use on all forms). Next step, create your form capture records (this is also the last step).
Map your field values
Because visitors to your site will either not be in your CRM already or will be in your CRM as a Lead or Contact, ClickDimensions will either create a new, de-duplicated, Lead record or update an existing Lead or Contact record if a match is found. Our form mapping mechanism allows you to specify how you would like the values the visitor provides to flow into the CRM Lead or Contact record.
Build your forms or link existing forms to CRM
Once you have configured your web form fields, you then use our drag and drop designer to create your forms. Or, if you want to link existing forms, you simply create ClickDimensions form capture records for the forms you want to link. If you use the drag and drop designer our solution produces iframe code that you can embed in any existing web page. If you are linking existing forms, you simply enter the name of the form you want to link to CRM, associate one or more of the form fields you configured in CRM and tell the form capture where to re-direct the visitor when the form has been submitted. ClickDimensions will generate a URL that can be substituted for your existing form action.
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