Introduction to Events

Event and Event Participation records can either be created manually, or they can be created via one of ClickDimensions event-specific connectors: GoToWebinar, WebEx, Eventbrite, and Cvent. ClickDimensions has two options for Webinar Integration – GoToWebinar and WebEx, and two options for in person events – Eventbrite and Cvent. You can integrate as many accounts of any […]

Set Up WebEx Integration

[tab name=”CRM 2016″] You will need to have an account with WebEx before beginning these steps. Be sure to have the Event Center (not Meeting Center) version. Step 1: Navigate to ClickDimensions Settings and open Connectors To get started, you’ll need to click on the arrow by Microsoft Dynamics CRM and choose Settings > ClickDimensions […]

Set Up GoToWebinar Integration

[tab name=”CRM 2016″] To set up integration with GoToWebinar, first click on the arrow by Microsoft Dynamics CRM and choose Settings > ClickDimensions Settings. Within the settings, click Connectors. A new screen will pop up. Click Add Connector here. Then click GoToWebinar. On the next screen you’ll fill out your settings. [/tab] [tab name=”CRM 2011″] To […]

Set up Eventbrite Integration

Eventbrite is an online ticketing platform that people all over the world use to create events, sell tickets and manage registrations for events of all types and sizes. This article will show how to setup the connection to your Eventbrite account. See here for what information ClickDimensions syncs from Eventbrite. NOTE: Eventbrite has changed their service […]

Set up Cvent Integration

Cvent is a cloud-based enterprise event management platform that offers software solutions to event planners for online event registration, venue selection, event management and more.  This article will show how to set up the connection to your Cvent account. After setting up the connector, the information from the Cvent events and participants will automatically flow […]

Set Up GoToWebinar Registration Form Fields

<< Previous Article Introduction Next Article >>   This post provides an overview of how to enable the capture of standard and custom questions within GoToWebinar registration forms. When the GoToWebinar connector has been configured in your CRM environment Event Participation records will be created in your CRM for each person that registers for a webinar. […]

Update Related Records from an Event Participation Record

<< Set up GoToWebinar Registration Fields Introduction Set up GoToWebinar Integration >>   This post provides an overview of how to create a workflow that will copy information from an Event Participation record to a Related Lead or Contact record. Automated Record Updates from Event Participation Records Step 1: Navigate to CRM Processes. Go to […]

Event Records

<< Eventbrite Integration Introduction ClickDimensions provides a series of connectors that integrate with event management services, such as GoToWebinar and Eventbrite. These connectors can create Event records in your CRM that represent to the events created in your event management service. To see how to integrate GoToWebinar with your CRM, see the GoToWebinar Integration article, how […]

Re-Authenticate GoToWebinar Connector

[tab name=”CRM 2016″] To get started, you’ll need to click on the arrow by Microsoft Dynamics CRM and choose Settings > ClickDimensions Settings. Within the settings, click Connectors on the bottom right. A new screen will pop up. Double click on GoToWebinar or select it and click Edit. Check the box and choose Next. [/tab] [tab […]

Reauthenticate the Eventbrite Connector

When setting up an Eventbrite Connector, part of the process consists of providing the login credentials for the Eventbrite account from which event data will be pulled into CRM. If the password used with the account that is accessed by the Eventbrite Connector is changed, that will prevent the connector from syncing data back to CRM. In […]