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Re: Update SFDC Custom Field from a Marketo Form Completion

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Anonymous
Not applicable

Update SFDC Custom Field from a Marketo Form Completion

Hi guys,

We have an SFDC custom field (a number value) called "webinars registered". We have a Marketo form that people use to register for our webinars. Whenever somebody registers for our webinar, we want the "webinars registered" field in SFDC to increment +1 (e.g. if somebody registers for their first webinar, the "webinars registered" field would be 1; if somebody registers for their third webinar, it'd be 3, etc.).

Is there a way to rig up either Marketo or SFDC to do this?

Thanks!

Andrew

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Grégoire_Miche2
Level 10

Re: Update SFDC Custom Field from a Marketo Form Completion

Hi Rajesh and Andrew,

Synchronizing the field to Marketo is a good start but is not enough . If you want to be able to add +1 each time the lead registers, you have to make that field a score in Marketo, so that you will be able to use the "change score" flow step, with +1.

To change the field type to score, go to admin -> Field Management, select the field and the use the "Field Action" -> "Change Type" menu and set it to "Score"

-Greg

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Anonymous
Not applicable

Re: Update SFDC Custom Field from a Marketo Form Completion

Have that SFDC field (assuming it is at the lead level) sync to Marketo.

In Marketo, in each of your webinar programs, you should be able to add smart campaign to increment this field for a lead when that lead 'registered' for a webinar.

This field will be synced with SFDC periodically.

Rajesh

Grégoire_Miche2
Level 10

Re: Update SFDC Custom Field from a Marketo Form Completion

Hi Rajesh and Andrew,

Synchronizing the field to Marketo is a good start but is not enough . If you want to be able to add +1 each time the lead registers, you have to make that field a score in Marketo, so that you will be able to use the "change score" flow step, with +1.

To change the field type to score, go to admin -> Field Management, select the field and the use the "Field Action" -> "Change Type" menu and set it to "Score"

-Greg

Anonymous
Not applicable

Re: Update SFDC Custom Field from a Marketo Form Completion

Off course. Thanks Greg.

I failed to mention that.


Rajesh

Dory_Viscoglio
Level 10

Re: Update SFDC Custom Field from a Marketo Form Completion

As Greg said, you need to make this a score field. Score fields are totally underutilized, considering they can be used to keep count of so many things!!