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Level 2
Apr 17, 2020 11:34 AM UTC
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Select form field values from CRM

Is there a way that the dropdown select values can be taken from the CRM values ?

(other than manual input)

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SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Apr 18, 2020 5:25 AM UTC

Only with a custom call into the CRM, i.e. you could run a scheduled Marketo webhook (just to avoid having a separate scheduler) that gathers the picklist values and syncs them into a {{my.token}}. Then use that {{my.token}} to populate the available dropdown values on the form.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Apr 18, 2020 5:25 AM UTC

Only with a custom call into the CRM, i.e. you could run a scheduled Marketo webhook (just to avoid having a separate scheduler) that gathers the picklist values and syncs them into a {{my.token}}. Then use that {{my.token}} to populate the available dropdown values on the form.

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