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Copying Custom Activity Values into Lead Fields?

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Copying Custom Activity Values into Lead Fields?

An external tool sends Custom Activities to Marketo. 

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Is there any way to write values from these activity fields into the lead database?

Thanks!
Michael

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Re: Copying Custom Activity Values into Lead Fields?

Not natively but you can with the API. 

If you're storing Order Data/Status It sounds like you may want a custom object to store the data.  (unless a record only ever has 1 order)

After the data is on the lead record or in a custom object you can merge it into emails.

Hope it helps! 

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3 REPLIES 3
Level 5

Re: Copying Custom Activity Values into Lead Fields?

Not natively but you can with the API. 

If you're storing Order Data/Status It sounds like you may want a custom object to store the data.  (unless a record only ever has 1 order)

After the data is on the lead record or in a custom object you can merge it into emails.

Hope it helps! 

View solution in original post

Re: Copying Custom Activity Values into Lead Fields?

What Mark said, you shouldn't have chosen Custom Activities for this but rather Custom Objects. It's a lose-lose with CAs.

Re: Copying Custom Activity Values into Lead Fields?

Thanks guys, that's what I figured.