14 Best ClickDimensions Connectors: An Ultimate Guide

Many executives and primary decision-makers presume that finding a full-fledged Marketing Solution to their Customer Relationship Management needs is as easy as shooting fish in a barrel. In the short run, your efforts may keep you from losing money, but in the long run, they might become flat.

While most CRM software and Marketing Solutions are helpful to a certain extent, none comes close to ClickDimensions and Microsoft Dynamics 365 integration. This is primarily because of three reasons:

• ClickDimensions is a native integration that ensures there is one source of truth.
• There is no need to log in to different systems. 
• There are no data constraints. 

Every marketing effort and recommendation from ClickDimensions gets created in the context of potential and existing customers in Microsoft Dynamics CRM, which ensures that there are fewer delays in action and properly coordinated efforts. 

In this blog, we’re going to guide you through the ClickDimensions Marketing Platform, its importance in the business world, and 14 ClickDimensions integrations that can transform your business to increase sales, and improve your marketing efforts across different channels.

Table of Contents

• What is ClickDimensions?
• What are the Business Benefits of Using ClickDimensions?
  • Better Sales and Marketing Alignment
  • Robust & Personalized Marketing
  • Connected Data
• 14 ClickDimensions Integrations for Effective Sales & Marketing
  • ClickDimensions Connectors for Events and Webinars
    • GoToWebinar
    • Webex
    • Eventbrite
    • Cvent
    • Zoom Webinar
    • Teams Meeting and Live Events
  • ClickDimensions Connectors for SMS, Messaging, and Emails
    • Twilio SMS
    • BulkSMS
    • MessageNet SMS
  • ClickDimensions Connectors for Social Media
    • Instagram
    • YouTube
    • Facebook
    • LinkedIn
    • Twitter
• Conclusion

What is ClickDimensions?

ClickDimensions is a complete Marketing Automation Solution built to support organizations that use Microsoft Dynamics 365. ClickDimensions is 100% native to Microsoft Dynamics 365, meaning there is no standalone or separate platform required. It is a Microsoft-certified integration that works smoothly within Microsoft Dynamics 365 to create a seamless user experience. 

ClickDimensions provides a one-stop solution to Marketing and Sales Representatives for Marketing, Analytics, Sales, Services, and Automation. It includes plenty of features to help manage: 

• Email Marketing
• Web Intelligence
• Lead Scoring
• Nurture Marketing
• SMS Messaging
• Campaign Tracking
• Campaign Automation
• Form Capture
• Landing Pages
• Social Pages
• Surveys, and much more.

ClickDimensions is used by more than 3700 customers around the globe that spans 76 countries. As a user-friendly tool, ClickDimensions Marketing Cloud for Dynamics 365 empowers Marketers to generate and qualify High-Quality Leads while providing Sales Professionals the ability to prioritize the best Leads and Opportunities. Overall, ClickDimensions is a fantastic tool to coordinate efforts and boost conversions.

What are the Business Benefits of Using ClickDimensions?

Gone are the days when Marketing was considered more of an art than a science. Today, Marketers and Sales Professionals have to rely heavily on data- to support their initiatives and guide them along as necessary. This data and technology aid them to reach their audiences, achieve their goals and meet executive expectations. 

As pressures to prove ROI on marketing efforts mount, Marketing Technology that natively integrates with Microsoft Dynamics becomes a necessity that is able to deliver significant benefits.

Better Sales and Marketing Alignment

Success in business operations translates to success in business. The present business climate is more focused on avoiding unnecessary hassles while working on Campaigns and Leads. As more businesses adopt and embrace the concept of an Integrated Sales/Marketing Revenue Organization, it is essential that Sales and Marketing share the same solution and database.

ClickDimensions technology which comes as a natively built solution in Microsoft CRM aligns all Sales and Marketing efforts from a single source of truth. All Leads and Campaigns whether generated by Sales or Marketing, get tracked end to end in a single platform. This delivers visibility, accountability, and access for all team members hence improving effectiveness and driving more business revenue. 

Robust & Personalized Marketing

Customers today expect personalized experiences from brands. A Marketing Solution like ClickDimensions that is natively integrated with Microsoft CRM can deliver more robust, effective, and efficient personalization than a non-native solution.

Using ClickDimensions in Microsoft CRM enables Advanced Targeting and Personalization. Since ClickDimensions is a native solution, utilizing any data from any entity in CRM becomes easy. Also, with Microsoft Dynamics and ClickDimensions, users can take advantage of the full Power Platform ecosystem to strengthen marketing initiatives. They can extend, customize and create workflows on Sales and Marketing data to execute classic Dynamics Workflows, Power Automate, Power Apps, and more. 

Connected Data 

Disconnected data, as we all know can be one of the most significant, frustrating, and persistent challenges for modern Marketers and Sales Professionals. Furthermore, in the long term, disconnected systems and processes become the seed for inefficiency, lost sales, and stale business growth. 

ClickDimensions’ Native Marketing Technology eliminates those challenges. It provides all the robust functionality Marketing Teams need without the time, stress, and cost associated with integrating data between Marketing Solution and CRM. Every upgrade to ClickDimensions gets delivered in a simple and automatic way without any hassle.

14 ClickDimensions Integrations for Effective Sales & Marketing

ClickDimensions offers a number of connectors that fall within these three categories:  

• Events and Webinars: ClickDimensions integrates with Event Management Services like GoToWebinar, WebEx, Zoom, etc. to help businesses keep track of their hosted Webinars, Events, and Event Participation Records. Once configured, these records can get automatically synced to the Lead and Contact records in Microsoft CRM. 
• SMS, Messaging, and Emails: With ClickDimensions SMS, Messaging, and Email integration, employees can send Marketing Text Messages to their Leads, Contacts, and/or Accounts via third-party applications like Twilio, BulkSMS, MessageNet, etc.
• Social Media: ClickDimensions Social Media integration enables businesses to integrate their frequently used Social Media Platforms like Instagram, YouTube, Facebook to create schedules, and publish social posts from inside their Microsoft Dynamics environment. 

Let’s now take a thorough look at the connectors which fall in these subsequent categories.

ClickDimensions Connectors for Events and Webinars

GoToWebinar

GoToWebinar is a Webinar Software and Video Conferencing Platform where you can quickly create live and pre-recorded events to engage your audience. It is simple to set up and gives you the ability to schedule your webinar with flexible webinar modes, interactive features, insightful analytics, powerful integrations, and more.

Key Features of the Connector

• Sync to CRM: Pull event records and event participations into your CRM for GoToWebinar webinars from the previous 90 days.
• Webcast Mode: Allow up to 3,000 attendees to join your live stream straight from the browser.  
• Pre-Recorded Events: Play pre-recorded webinars that look and feel just like live events.  
• Expert Event Planning and Support: Collaborate with a professional event producer to plan and execute your next virtual event.
• Flexible Scheduling: Set up a one-time event, schedule a whole series, or create on-demand experiences with recorded webinars.  
• Custom Registration Forms: Create custom registration forms or quizzes to capture registrant info and understand who’s coming to your events.  

Link to Set Up ClickDimensions Connector

GoToWebinar

Webex

Webex by Cisco is an industry-leading Video and Audio Conferencing Solution for calling, meetings, and messaging. Webex is a cloud-hosted service for all teams that want a streamlined and secure experience. Webex is used by more than 95% of the Fortune 500 companies and delivers more than 25 billion meetings per month. 

Key Features of the Connector

• Sync to CRM: Pull event records and event participations into your CRM for Webex webinars from the previous 90 days.
• Large Virtual Events: Host large virtual events with up to 100,000 attendees to include multiple businesses and individuals across the globe.
• Flexibility: No matter your work style, role, or device, you can choose when, where, and how you work.
• Collaboration: Collaborate with external partners or internal teams before, during, and after meetings. 
• Secure Sharing: Share team documents, project roadmaps, confidential information in a space that is neatly organized, searchable, and end-to-end encrypted. 
• Audience Engagement: Drive more engaging experiences by encouraging audience participation through polling and Q&A. 
• Voice Commands: Give hands-free voice commands with Google Assistant and Google Home Hub.

Link to Set Up ClickDimensions Connector

Webex

Eventbrite

Eventbrite is an Event Management and Ticketing Website to create events, sell tickets and manage registrations for occasions of all types and sizes. With Eventbrite, businesses can host informative conferences, casual meetings, or get-togethers at a wide variety of venues. Using the Eventbrite app, customers, leads, and interested parties can buy tickets, check out, and add event details to their calendars with ease. 

Key Features of the Connector

• Sync to CRM: Pull event records and event participations into your CRM for Eventbrite events from the previous 90 days.
• Event Diversity: Eventbrite has a place for everything including classes and workshops, conferences, endurance, food and drink, music, nonprofits, and fundraisers, performing and visual arts, politics, and reunions.
• Serve Worldwide: Invite people, professionals, and businesses from all over the world. Share your event details right in the Eventbrite app.

Link to Set Up ClickDimensions Connector

Eventbrite

Cvent

Cvent is an Event Management & Registration Application for hosting, networking, and sponsoring online events. Cvent offers powerful and flexible tools to help businesses drive attendance, process registrations, and capture actionable insights in a smooth manner. It also supports automation capabilities to shorten the time between event planning and execution. 

Key Features of the Connector

• Sync to CRM: Pull event records and event participations into your CRM for Cvent webinars, online conferences from the previous 90 days.
• Simplify Event Planning: Plan, automate and simplify the planning process while giving Marketers the insights they need to maximize their impact.
• Design & Branding: Control brand design and build brand recognition to seamlessly tie your events to your other Marketing Strategies.
• Expert Support: Get professional support from Cvent’s own experts or the largest global community of users in the industry.
• Targeted Campaigns: Send targeted, personalized, and automated campaigns using Cvent’s state-of-the-art email technology. 

Link to Set Up ClickDimensions Connector

Cvent

Zoom Webinar

Zoom Cloud Meetings handles over 300 million daily meeting participants and has a 60% Market Share in the US alone. Voice and Video Call Platforms like Zoom have become all-powerful players in keeping people, businesses, and enterprises connected through secure and unified communication. 

Key Features of the Connector

• Sync to CRM: Pull event records and event participations into your CRM for Zoom meetings from the previous 90 days.
• Mobile and Desktop Support: Schedule and join Zoom meetings from Windows, Apple macOS, Apple iOS, and Google Android devices.
• Call Recording: Record important meetings, client conversations, or tutorials with transcriptions and playback. 
• Breakout Rooms: Manage a large audience by creating sub-groups of up to 200 members each. 
• Unlimited Messaging: Connect with other individuals and teams instantly with messages, files, images, links, and GIFs.

Link to Set Up ClickDimensions Connector

Zoom Meetings

Teams Meeting and Live Events

Microsoft Teams is a wholesome Team Communication Software offering for everyone. It’s a Cloud-based Collaboration Software, as a part of Microsoft Office 365 Suite, which includes features like messaging, calling, video meetings, file sharing, and secure editing. 

Key Features of the Connector

• Sync to CRM: Pull event records and event participations into your CRM for Team Meetings and Live Events from the previous 90 days.
• Store in SharePoint: Collaborate on files and documents and store them in Microsoft SharePoint. 
• Audio Conferencing: Join an online meeting via phone with a dial-in number that spans hundreds of cities. 
• Full telephony: Stop seeking VoIP vendors and overspending on a phone system with Microsoft Teams. 
• Teams Connect: Share Teams channels with anyone, internal or external to your organization.

Link to Set Up ClickDimensions Connector

Microsoft Teams Meeting and Live Events 

ClickDimensions Connectors for SMS, Messaging, and Emails

Important Note: Please keep in mind that all of the ClickDimensions Connectors listed below require a membership plan to the service with which your company is integrating. ClickDimensions takes no responsibility for any billing matters or charges from the service. 

Twilio SMS

Twilio is a unified platform for handling SMS, WhatsApp messages, voice, video, and email. With ClickDimensions connector Twilio, businesses can configure to send marketing text messages to their Leads, Contacts, and/or Accounts via integration with their Twilio account.

Key Features of the Connector

• Send SMS from CRM: Connect your Twilio account to Microsoft Dynamics 365 CRM and send marketing text messages without switching apps. 
• Convenient Service: Provide enriching customer service using contextual data, flexible workflows, and seamless cross-channel communications.  
• Personalize Messages: Deliver 1:1 messages that customers care about using existing CRM data. 
• Scalability: Use Twilio’s built-in intelligence, and global infrastructure to support business at any scale.

Link to Set Up ClickDimensions Connector

Twilio SMS Settings

BulkSMS

Another SMS service connector for ClickDimensions, BulkSMS can help your business deliver marketing messages to over 213 countries. It’s an Application-to-Person (A2P) Messaging Service that can be used by both large and small businesses, public benefit organizations, and individuals. 

Key Features of the Connector

• Send SMS from CRM: Connect your BulkSMS account to Microsoft Dynamics 365 CRM and send marketing text messages without switching apps. 
• Desktop and Web Support: Deliver messages from the responsive BulkSMS web app or BulkSMS desktop client with ease. 
• SMS Message History: Get insights on previously sent messages, follow up leads, and promote new offers to existing customers using SMS history.
• Mobi-gram Analytics: View which contacts have or haven’t viewed your messages. Segregate contact groups based on customer responses. 

Link to Set Up ClickDimensions Connector

BulkSMS Settings

MessageNet SMS

Messagenet is a one-stop solution for all of your communication requirements, including VoIP, Fax, SMS, and Mobile VoIP. Businesses may use the MessageNet connector to send and receive SMS messages from the ClickDimensions dashboard, as well as extract contact information for the intended recipients from the CRM.

 Key Features of the Connector

• Send SMS from CRM: Connect your MessageNet account to Microsoft Dynamics 365 CRM and send marketing text messages without switching apps. 
• Mobile and Web Support: Deliver and receive customer messages from the MassageNet web app or your mobile phone with ease. 
• Privacy: MessageNet SMS sent and received over the web are encrypted and will not be seen by anyone but you.

Link to Set Up ClickDimensions Connector

MessageNet SMS Settings

ClickDimensions Connectors for Social Media

Instagram

More than 200 million businesses use Instagram to acquire new customers and promote their products. And what’s worth noting is that 90% of 1 billion active people on Instagram follow a business account. 

Instagram as a Social Media Advertising Platform can be a huge boost to small businesses looking to acquire the target and select audiences from the global market. Setting up and maintaining your business account is free of charge and comes with additional benefits of Instagram Analytics and Paid Ads. 

Key Features of the Connector

• Social Marketing: Connect your Instagram business account to Microsoft Dynamics 365 CRM and create, schedule, and publish social posts from within your Dynamics environment. 
• Huge Global Audience: Reach a billion people who use Instagram on a frequent basis and interact, engage and solve their problems. 
• Connect and Collaborate: Engage, connect and collaborate with a wide variety of different businesses to take inspiration, boost conversions & sales, and build a loyal customer base.
• Instagram Features: Use IG stories to promote products and interact on a one-to-one basis, IG Reels to create longer formatted videos to share, and brand hashtags to showcase customer experiences.

Link to Set Up ClickDimensions Connector

Instagram

YouTube

YouTube is the go-to place for content creators, vloggers, tutorial makers, professional experts, and businesses. A simple Video Sharing Service featuring an intelligent algorithm with the most personalized and relevant user suggestions, YouTube is used by over 2.3 billion users worldwide as of 2021.

Key Features of the Connector

• Social Marketing: Connect your YouTube account to Microsoft Dynamics 365 CRM and create, schedule, and publish video posts from within your Dynamics environment. 
• Global Audience: Showcase your product information videos or 101 tutorials to over 2 billion active people who use YouTube on a monthly basis.
• Connect and Collaborate: Engage, connect and collaborate with a wide variety of different businesses to take inspiration, boost conversions & sales, and build a loyal customer base.
• YouTube Shorts: Create short videos on your products, discounts, festive offers, and gifting options to cater to diverse needs. 
• Youtube Analytics: Gain information on average view times, drop-off points, view numbers, and demographic distribution to strategize future decisions. 

Link to Set Up ClickDimensions Connector

YouTube

Facebook

Facebook, the parent company of Instagram is another extensively used Social Media Platform for brands to gain recognition and traction in the market. Facebook is used by a staggering 2.7 billion people worldwide on a monthly basis and Facebook is also one of the best options to leverage the power of advertising and customer word of mouth.

Key Features of the Connector

• Social Marketing: Connect your Facebook Business account to Microsoft Dynamics 365 CRM and create, schedule, and publish posts from within your Dynamics environment. 
• Global Audience: Showcase your product information, customer experiences, or new upcoming offers to over 2.7 billion active people who use Facebook on a monthly basis.
• Connect and Collaborate: Engage, connect and collaborate with a wide variety of different businesses to take inspiration, boost conversions & sales, and build a loyal customer base.
• Facebook Page Insights: Get information on customers’ ages, races, genders, languages, job titles, and educational levels to craft free and paid posts the better way. 

Link to Set Up ClickDimensions Connector

Facebook

LinkedIn

Reach professionals and other businesses from around the world using LinkedIn. LinkedIn is a Microsoft-owned platform that readily integrates with Microsoft Dynamics 365. It gives businesses the opportunity to showcase their profile, expertise, recommendations, and connections and get recognized in the job market. 

Key Features of the Connector

• Social Marketing: Connect your LinkedIn account to Microsoft Dynamics 365 CRM and create, schedule, and publish LinkedIn posts from within your Dynamics environment. 
• Differentiator Advantage: LinkedIn is a place to showcase your brand values, focus, and emphasis on customers. Use video, infographics, photos, and artwork to give users impressions of how your company thinks and acts.
• Build Professional Network: Review recommendations, connect with other business and industry professionals to establish a strong brand presence.
• Native Integration: View LinkedIn information about Leads, Contacts, Accounts, and Opportunities directly in the Microsoft Dynamics CRM. 

Link to Set Up ClickDimensions Connector

LinkedIn

Twitter

Twitter is a Microblogging and Social Networking Service used by creative individuals, designers, students, policymakers, politicians, journalists, and many companies. The Open Networking Platform is currently used by 396.5 million users, out of which 206 are daily active users. Using short updates from photos, videos, quotes, articles, and links businesses can propagate product information and their part in solving customer problems. 

Key Features of the Connector

• Social Marketing: Connect your Twitter account to Microsoft Dynamics 365 CRM and create, schedule, and publish Twitter posts from within your Dynamics environment. 
• Precise Content: Post short, to-the-point content pieces for the time-pressed audience.
• Wide Audience: Develop and grow sales using the platform’s services to locate prospective customers quickly.
• Direct Customer Service: Actively participate in dialogues by responding positively to the efforts of your customers. 
• Customer Insights: Craft new products and services or improve the ones you already have with Twitter Analytics. 

Link to Set Up ClickDimensions Connector

Twitter

Conclusion

ClickDimensions for Microsoft Dynamics 365 is the easiest way to:

• Empower your Marketers to generate and qualify High-Quality Leads.
• Provide your Sales Team the ability to prioritize the best Leads and Opportunities.
• Allow your management to measure everything.

And the best part is- ClickDimensions works natively within Microsoft Dynamics 365 platform. 

Of all the ClickDimensions connectors we’ve showcased, we know that choosing the right set of apps can be daunting at first. You may either link them to your ClickDimensions Dashboard in Microsoft CRM or choose to manage and operate them separately. 

While you are using these apps, there might arise a need to integrate all of your applications to a single platform, a single source of information like a Data Warehouse that can help manage synced customer and business data in secure storage.

Hevo is specifically designed to address all your Data Migration needs. All it takes is a few clicks to set up your Data Pipeline and connect your applications to a Data Warehouse. You don’t need to write code or anything, Hevo can seamlessly integrate your frequently used applications within a few minutes. 

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Hevo Data will automate your data transfer process, hence allowing you to focus on other aspects of your business like Analytics, Customer Management, etc. This platform connects to 100+ multiple sources to transfer data to Cloud-based Data Warehouses like Snowflake, Google BigQuery, Amazon Redshift, and Firebolt. It will provide you with a hassle-free experience and make your work life much easier.

Want to take Hevo for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at the unbeatable pricing that will help you choose the right plan for your business needs.

Which ClickDimensions connectors do you use or are planning to use? Share in the comments.