VLOOKUP in Marketo

Question

Hi All,I have a typical question but couldn't find the answer yet.We have a Saas platform connected to Marketo. On this platform, when someone sign up for an account we collect the most important information, including the Company name. During this account creation, the user (Let's say John) gets a User id, and the company (XYZ Ltd) gets a company id. If John invites his colleague (Mike) to use the product, Mike gets a different user id, and but the same company id. John and Mike details sync to Marketo.In Marketo, we have a lot of information about John, but we could sync only Mike's email address, user id and company id. I would like to create a kind of VLOOKUP in Marketo, when a new lead creates in Marketo, and his company id exists in the DB on other lead, let's copy the other lead's company name, and other details. Is that possible somehow? Thank you in advance

SanfordWhiteman · Accepted Answer

There’s no built-in way to do this.

A custom service could be called via a Marketo Call Webhook step. It would find the “model lead” for a given Company ID and pass back the interesting fields to be automatically copied to the new lead. We do this to sync custom preference fields across leads that have the same Phone Number, for a related example.

However, you would need a developer.

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