Clarity Connect integration
ClickDimensions Salesforce Integration
ClickDimensions, now branded Click, works only inside Microsoft Dynamics 365. If your sales team uses Salesforce, the link you need runs from Dynamics 365.
Why there is no direct ClickDimensions to Salesforce link
Click, the company behind ClickDimensions, describes its marketing tools as built exclusively for Microsoft and running natively within the CRM, with all marketing data and activities managed inside Dynamics 365. Its website names no Salesforce connector.
So when a business markets with ClickDimensions but some of its sellers work in Salesforce, often after a merger or a split between regions, the records to share already sit in Dynamics 365. The integration is really Dynamics 365 to Salesforce, and Clarity Connect runs it in both directions.
ClickDimensions
Its data is Dynamics 365 data
- Leads and contacts
- Email sends and opens
- Form submissions
- Lead scores
Salesforce
Where this sales team works
- Leads
- Accounts and contacts
- Opportunities
- Tasks and email opt-outs
Dynamics 365 (with ClickDimensions) to Salesforce mapping
A starting map. Discovery confirms which team owns each record and what counts as a qualified lead.
| Dynamics 365 with ClickDimensions | Salesforce | Direction |
|---|---|---|
| Lead, with score and source campaign | Lead | Dynamics 365 to Salesforce |
| Account | Account | Both ways |
| Contact | Contact | Both ways |
| Marketing email and form activity | Task on the lead or contact | Dynamics 365 to Salesforce |
| Email opt-out | Email opt-out | Both ways |
| Field on the contact | Opportunity outcome | Salesforce to Dynamics 365 |
What a two-CRM setup can share
Qualified leads handed to Salesforce
When a Dynamics 365 lead reaches the score or status your marketing team agrees on, Connect creates or updates the matching Salesforce lead and carries the campaign that produced it, so the rep can see why the lead arrived.
Sales outcomes sent back to marketing
Converted leads, won opportunities and email opt-outs recorded in Salesforce are written back to the Dynamics 365 contact. ClickDimensions can then stop nurturing people who have already bought, and an opt-out made on either side applies on both.
Or one CRM in the end
If running two CRMs is a stopgap, the same mapping can move records one way as a migration. Plan the marketing side early: ClickDimensions runs only on Dynamics, so moving everyone to Salesforce means choosing a marketing tool that works there.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
How the data is reached
Because ClickDimensions keeps its records in Dynamics 365, Connect reads them like any other Dynamics 365 data: through the Dataverse Web API, with Dataverse webhooks available to announce new or changed records.
On the Salesforce side, record-by-record updates use the REST API and large first loads use Bulk API 2.0, which can match on an external ID such as the Dynamics 365 record ID. Salesforce's own marketing products are Marketing Cloud and Account Engagement, formerly Pardot.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. Dynamics 365 and Salesforce are both cloud services, so Connect runs cloud to cloud, with access restricted to what each application allows, and runs each flow as a task in real time or on a schedule. Clarity has also written about ClickDimensions as a tool built for Microsoft Dynamics CRM. Recorded Connect demos are in Clarity's video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Does ClickDimensions work with Salesforce?
Not natively. Click says its tools are built exclusively for Microsoft and run inside Dynamics 365 and Dynamics CRM, and its site lists no Salesforce integration. Sharing its data with Salesforce means connecting Dynamics 365 to Salesforce.
Can we keep ClickDimensions if everyone moves to Salesforce?
No. ClickDimensions needs Dynamics 365 or Dynamics CRM to run. If Salesforce becomes your only CRM, marketing moves to a tool that works on Salesforce.
Which system should own the customer record?
Agree that before anything syncs. Usually marketing owns leads until they qualify, sales owns accounts and opportunities, and contact changes flow both ways.
What does Clarity Connect cost?
A SaaS subscription is $599 a month and a one-time license is $15,000 with no ongoing fees; bigger projects get a quote based on scope. See pricing.
Related resources
Share marketing data with a Salesforce team
Tell us how ClickDimensions qualifies leads in Dynamics 365 and how your Salesforce team works them. A Clarity business analyst will agree the records and ownership rules with you before any task is set up.
Book a demo