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kassenza
New Participant
June 3, 2024
Question

Getting Marketo Forms to look up if account exists in SFDC

  • June 3, 2024
  • 1 reply
  • 737 views

Hi! I am trying to understand if there is a way to have Marketo look up if an account exists in SFDC based on information provided in a form. This would be in an instance where the person filling out the form doesn't exist in either system yet, but the account exists in SFDC. 


Example:

Ryan Smith works for Smith Industries. He fills out a Marketo form on our website looking for more information. Ryan doesn't exist in our system yet as a lead or contact but Smith Industries is an existing Account in SFDC with other contacts. Marketo would look up the Company field and see that Smith Industries exists in SFDC. The form fill would trigger a notification to the account owner rather than creating a new lead and following typical lead assignment rules.

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1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
June 3, 2024

You're asking a Marketo form to do something you can't do anywhere in the Marketo Engage private platform (UI or API)!

 

So no. This feature is not supported out of the box.

 

Now could you write a custom web service that does a pre-lookup in SFDC using the SFDC API, allowing you to send an alert to the owner instead of submitting the form? Absolutely. The alert could even go out from Marketo so you wouldn't need a separate SMTP service. Whole thing wouldn't be tough for an experienced dev.

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