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Michael_Florin-2
New Participant
January 24, 2020
Solved

Copying Custom Activity Values into Lead Fields?

  • January 24, 2020
  • 3 replies
  • 3246 views

An external tool sends Custom Activities to Marketo. 

Is there any way to write values from these activity fields into the lead database?

Thanks!
Michael

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Best answer by Mark_Price

Not natively but you can with the API. 

If you're storing Order Data/Status It sounds like you may want a custom object to store the data.  (unless a record only ever has 1 order)

After the data is on the lead record or in a custom object you can merge it into emails.

Hope it helps! 

3 replies

Michael_Florin-2
New Participant
January 27, 2020

Thanks guys, that's what I figured.

SanfordWhiteman
New Participant
January 24, 2020

What Mark said, you shouldn't have chosen Custom Activities for this but rather Custom Objects. It's a lose-lose with CAs.

Mark_PriceAccepted solution
New Participant
January 24, 2020

Not natively but you can with the API. 

If you're storing Order Data/Status It sounds like you may want a custom object to store the data.  (unless a record only ever has 1 order)

After the data is on the lead record or in a custom object you can merge it into emails.

Hope it helps!