Lead Assignment Field Population and Forms

[Hank_Hansen]

When a form is submitted, I need to populate a lead owner field in Marketo which will ultimately sync with SugarCRM. I have a smartlist that identifies leads using inferred location. There are 2 possible lead owners: if a lead is in the smartlist, the lead is to be assigned to agent A. If the lead is not in the smartlist, the lead is to be assigned to agent B.

Using the above logic, I'm not sure how I can go about setting the field value for the lead owner?

[Dory_Viscoglio]

Hey Hank, I'm almost certain that Marketo will only recognize the native Lead Owner field for integrations with SFDC and Dynamics CRM. That said, you can create a new field for lead owner and assign based on your logic above. You just won't be able to use the fields that already exist in Marketo.

Change Data Value: Option

A. If member of list/smartlist [your list], then change Lead Owner (new field you created) to Agent A

Otherwise, change Lead Owner (same new field created above) to Agent B

[Hank_Hansen]

Thanks Dory. With SugarCRM integration, I can set one of our field values (SugarCRM Owner Email) which in turn will assign the lead in Sugar. Since I posted this, support reminded me how I can set that field value based on the logic I needed.