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New Participant
April 17, 2020
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Select form field values from CRM

  • April 17, 2020
  • 1 reply
  • 1468 views

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

(other than manual input)

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Best answer by SanfordWhiteman

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
New Participant
April 18, 2020

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.