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MonikaKw1
New Participant
May 21, 2024
Question

Create a new lead every time form is submitted

  • May 21, 2024
  • 1 reply
  • 1316 views

Hello,

 

I'm looking into how we can make Marketo to create a new record in the database on each form submission. Has anyone dealt with that?

I tried changing the dedupe rule with support, but apparently system fields as 'created at' cannot be used in this case. The walkaround described in Bypass Marketo dedupe rules to create new leads every time is not really satisfactory for us.

Is anyone able to share any tips or ideas?

 

Thanks,

Monika

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1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
May 21, 2024

“The workaround is not really satisfactory” isn’t really a satisfactory explanation!

 

That thread shows how it’s done — it’s tested and it works. Why exactly can you not do that?

M
MonikaKw1Author
New Participant
May 21, 2024

Sorry for not giving more details - we're just starting with Marketo and our users still needs to be trained. Having such a solution requires more in-depth understanding and has higher risk that one of the steps will be missed on the way. Since the new lead would have to be created on each submission, it would make more sense to have a global solution.

 

Please don't get me wrong - your solution is great and kudos for that. But since Marketo is still evolving there might be new opportunities on this topic, hence this thread.

SanfordWhiteman
SanfordWhiteman
New Participant
May 21, 2024
Sorry for not giving more details - we're just starting with Marketo and our users still needs to be trained. Having such a solution requires more in-depth understanding and has higher risk that one of the steps will be missed on the way. Since the new lead would have to be created on each submission, it would make more sense to have a global solution.

Not sure I understand. It simply is not a complex solution: it’s a few lines of JS plus one trigger campaign. You can trigger on Fills Out Form w/filter Proxy Email Address [is not empty].

 

Over time, you’ll add more and more enhanced form behaviors, so it’s something you must be able to manage from the start or things will get out of control later.

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