Ideas - Click Marketing Automation for D365

I’d love to have the “create new record” vs. “update/append to existing record” logic split out in the Actions window of the Form Builder.

Business Case: CRM users are required to follow up with Leads within hours of a form submission. Prior to installing ClickDimensions, a new Lead record was created for every form submission. CRM users simply monitored their My Open Leads list for their call sheet. Now with ClickDimensions, we need to keep 1 version of a Lead/Contact (based on email address) so that all the ClickDimensions form capture and web activity are consolidated against one record.

This creates a challenge when an existing Lead or Contact submits a form. Instead of creating a new Lead, we need another method of notifying the CRM user that owns the Lead/Contact that they need to follow up. We've decided to create a Phone Call record to serve as this notification, and have the CRM users monitor their My Open Leads list (for new Leads) and their My Open Phone Calls list (to follow up with existing Leads/Contacts). 

In ClickDimensions, there is no method to distinguish between new Leads/Contacts and existing Leads/Contacts in the Actions area of the Form Builder. As a workaround, we will use CRM workflows to listen for Form Capture records for existing Leads/Contact and create/assign the Phone Call record to the appropriate CRM user (which will get fairly complicated).

It would be much easier if there were different sets of Form Actions for new vs. existing Leads/Contacts. I've attached a couple mock-ups that show potential implementation.

Source support case: http://support.clickdimensions.com/requests/36013

Thanks for listening!