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Michael_Florin-2
Michael_Florin-2
Level 10
Jan 24, 2020 2:03 PM UTC
Solved

Copying Custom Activity Values into Lead Fields?

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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Mark_PriceAccepted solution
Level 6
Jan 24, 2020 4:13 PM UTC

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! 

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3 replies

Michael_Florin-2
Michael_Florin-2Author
Level 10
Jan 27, 2020 10:11 AM UTC

Thanks guys, that's what I figured.

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SanfordWhiteman
SanfordWhiteman
Level 10
Jan 24, 2020 6:05 PM UTC

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

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    Mark_PriceAccepted solution
    Level 6
    Jan 24, 2020 4:13 PM UTC

    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! 

    Translate
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