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Oliver_Zosel
Oliver_Zosel
New Participant
April 16, 2018
Solved

Creating New Lead on submissions

  • April 16, 2018
  • 1 reply
  • 5539 views

Hi All,

Attempting to use this workaround​ for creating a new lead every time on submissions - we're working on moving towards the best practice, but in the interim we have a numerical field that needs to get copied when the lead is being created, but it doesn't appear on the created leads. We see other fields getting duplicated that are not part of the form, however. Has anyone been able to determine the fields that get carried over in this method of duplication/control the fields?

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Best answer by SanfordWhiteman

Interesting, there shouldn't be any datatype filter like that unless it's on the SFDC side.

How about creating the dupe in Marketo instead?  You can do this by posting a hidden, randomized Email Address value in the form, showing the lead the Email Address 2 or similar. Then in a Flow, Change Data Value the Email Address to {{lead.Email Address 2}}. Presto!

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 16, 2018

Interesting, there shouldn't be any datatype filter like that unless it's on the SFDC side.

How about creating the dupe in Marketo instead?  You can do this by posting a hidden, randomized Email Address value in the form, showing the lead the Email Address 2 or similar. Then in a Flow, Change Data Value the Email Address to {{lead.Email Address 2}}. Presto!

Oliver_Zosel
Oliver_ZoselAuthor
New Participant
April 16, 2018

Hi Stanford, that makes sense! I'll give it a shot - my alternative was going back to API calls which would have been basic in the extreme.

SanfordWhiteman
SanfordWhiteman
New Participant
April 16, 2018

Oh yeah, I think you'll like this a lot more.

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