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sarah-hardesty
New Participant
August 2, 2022
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Internal Referral Form

  • August 2, 2022
  • 1 reply
  • 1609 views

We have the need for an internal referral system for our sales team to share existing customers  across our recently merged company. Our Salesforce and Marketo has many duplicates that make the data fuzzy in the Marketo system. The business wants it to be by a form fill that the sales rep fills out, but we are concerned with the overwriting of data on the sales rep's profile and the reporting only showing last form fill out. Does anyone have a best practice on using Marketo for internal referral forms?

Best answer by Darshil_Shah1

You can always build a setup that'll append the  form fill data to a field(s) on the rep's (referrer's) person record in Marketo. Alternatively, you can also make a seperate formpost using the referee's data submitted by the referrer (sales rep) in addition to the making the formpost for the referrer. If the referre exists in Marketo, their person record will be updated, else, it'll be created as a new person in Marketo. Here's the link to Sandy's referral codepen if you'd like to refer.

 

1 reply

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
August 2, 2022

You can always build a setup that'll append the  form fill data to a field(s) on the rep's (referrer's) person record in Marketo. Alternatively, you can also make a seperate formpost using the referee's data submitted by the referrer (sales rep) in addition to the making the formpost for the referrer. If the referre exists in Marketo, their person record will be updated, else, it'll be created as a new person in Marketo. Here's the link to Sandy's referral codepen if you'd like to refer.

 

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